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Justin Bolmgren, CFP

Justin Bolmgren, CFP

Private Wealth Advisor

10 South Riverside Plaza Suite 875

Chicago, IL 60606

Phone (312) 463-4085

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Years of experience have prepared us to guide you through your life transitions.

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We create strategies that are tailored to your needs and goals.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


Whom Do We Work With?

Helping High Net Worth Individuals

Helping High Net Worth Individuals- Bolmgren RetirePlan caters to High-Net-Worth individuals and families, offering tailored financial solutions to meet their sophisticated needs. Our commitment to personalized service and strategic wealth management sets us apart, ensuring our clients achieve their financial goals with confidence. 

Small Business Owners- Small business dreams, meet financial reality! Bolmgren RetirePlan is here to partner with you on your entrepreneurial journey. Our expert advisors deliver personalized solutions to drive your business forward.

Retirees- Discover the difference at Bolmgren RetirePlan as we proudly tailor financial solutions for retirees. With a deep understanding of the unique challenges retirees face, we're committed to safeguarding your financial future. Through personalized strategies and expert guidance, we navigate the complexities of retirement planning together, ensuring your golden years are defined by financial confidence and fulfillment.

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Founded in 2013, Bolmgren RetirePLAN provides retirement planning and investment management for those in or near retirement, financial services for small businesses and comprehensive financial planning for those in their working years.

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