Vermillion Financial Advisors

Vermillion Financial Advisors is a wealth management firm offering financial planning, investment management, retirement, tax, estate and insurance planning, along with family office services for families with significant wealth and business planning for owners. The firm works with individuals, families, business owners, corporate executives, legal professionals, physicians and retirees, and says it builds a single coordinated strategy around each client's goals.

New clients start with a complimentary phone call, then a get-to-know-you consultation and a discovery meeting where they bring in their financial documents. Based in South Barrington, the firm operates from an office at Executive Court and describes itself as independent and fiduciary, with the first meeting requiring no documents.