Fee-Only Certified Financial Planner Chicago

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847-892-7145

About our Portfolio Managers

As a fee-only financial advisor and fiduciary, Virtue will not accept any referral fees or compensation. This means that our expert financial planner team has a fundamental obligation to provide investment advice that always acts in their clients’ best interests.

About our Portfolio Managers

If you are looking for a certified financial advisor near me, Virtue Asset Management is your go-to, and we pride ourselves on our commitment to transparency and integrity. Our experienced advisor team is dedicated to helping individuals and families achieve their financial goals. Founded by Robert Finley in 2016, Virtue Asset Management has grown to have offices in Barrington, Chicago, Oak Park, and Glenview, Illinois. If you’re looking for a CERTIFIED FINANCIAL PLANNER® in Chicago that high net worth individuals and families trust, look no further than Virtue. Our team of experts is here to provide personalized guidance and support every step of the way.

Find a Trusted Financial Planner Near You

Still searching for a financial planner near you? Virtue Asset Management offers personalized, fee-only planning to secure your future. Our expert team delivers confident strategies tailored to your financial goals.

CFA®, CFP®

Robert P. Finley

Robert Finley is a fee-only CERTIFIED FINANCIAL PLANNER® and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP® certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high net worth individuals. Robert has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch, NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF’s Trust department as a Senior Portfolio Manager.

Drawing on this experience, he later established Virtue Asset Management in Chicago to offer a more personal and fiduciary-driven approach to asset management, putting long-term client relationships and unbiased advice at the centre of every financial plan.

In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

rfinley@virtueam.com

(847) 892-7145

CFP®, JD, MBA

David A. Valenti

David Valenti is a fee-only CERTIFIED FINANCIAL PLANNER® and Portfolio Manager at Virtue Asset Management in Barrington and Chicago Illinois. Dave applies the knowledge and insight that he has gained from over 37 years in wealth management in helping clients with complex personal and financial situations achieve their long-term goals.

Prior to joining Virtue, Dave was a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Chicago where he provided investment management and financial advice to high net worth clients and managed over $750 million in assets. Prior to joining Bank of America in 1990, Dave continued to specialize in personal financial planning in Chicago at Arthur Andersen LLP, where he counseled business owners, wealthy family groups, and senior executives of Fortune 500 companies in financial, investment, tax, and estate planning issues.

Dave earned his Bachelor of Arts degree in Economics from Northwestern University and his Juris Doctorate and Masters in Business Administration degrees from the University of Notre Dame. He is also a graduate of the American Bankers Association National Graduate Trust School.

In addition to his professional certifications, Dave is a member of the Chicago Estate Planning Council and the American Bar Association. He is a past Board Chair of the Oak Park River Forest Community Foundation. Dave and his wife Annemarie have four children and reside in River Forest, Illinois.

dvalenti@virtueam.com

(847) 499-2692

CFP®

Lorie S. Shah

Lorie Shah is a fee-only financial advisor in Barrington and Chicago, Illinois. Lorie is a financial advisor and CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in investment management and fixed income strategy. With a background in managing municipal bond portfolios for high net worth clients, Lorie brings institutional-level insight to personalized wealth management.

Lorie grew up in Westmont, Illinois and graduated from New York University with a Bachelor of Arts degree in Economics and Mathematics. Before transitioning into comprehensive financial planning, Lorie spent 5 years at Columbia Management, where she served as an Intermediate Fixed Income Portfolio Manager. In this role, she was responsible for managing customized, tax-sensitive investment portfolios, selecting municipal bonds, and aligning asset allocations with client goals and risk profiles. Her expertise in portfolio construction, market analysis, and cash flow strategy now directly benefits the individuals and families she advises.

Lorie began her career in the capital markets, where she supported trading desks at Bank of America and structured complex credit derivative products at Chubb Financial Solutions. These roles provided her with a deep understanding of market behavior, risk management, and financial innovation—expertise she now applies to help clients navigate sophisticated financial decisions with confidence.

As a CFP® professional, Lorie integrates investment strategy with holistic financial planning. She partners with clients to develop customized plans for retirement, tax efficiency, legacy planning, and wealth preservation.

Lorie is a member of NAPFA, the National Association of Personal Financial Advisors, and lives in Oak Park, Illinois with her husband and two children.

lshah@virtueam.com

(847) 499-2691

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Frequently Asked Questions

Virtue Asset Management offers a fee-only, certified financial planner near me, providing personalized guidance and unbiased advice to help you achieve your financial goals.

Certified financial advisor near me, like Virtue Asset Management, adheres to a fiduciary standard, ensuring conflict-free guidance and tailored solutions for your unique financial situation.

For financial planning in Chicago, expect a detailed, customized approach. Virtue Asset Management conducts in-depth assessments, develops tailored strategies, and closely monitors your portfolio. Our meticulous service ensures each recommendation is aligned with your financial goals.

As a fee-only financial planner in Chicago, Virtue Asset Management charges a transparent flat fee. There are no commissions or hidden costs. Get in touch for a consultation to discuss our fee structure in detail.

Our financial planner will work closely with you to create a customized strategy, optimizing investment planning, retirement planning, tax efficiency, and estate management. We prioritize your unique goals, ensuring every financial decision aligns with your long-term wealth management plan.

As a fee-only financial planner, Virtue Asset Management provides comprehensive and transparent financial planning services, always adhering to a fiduciary standard. We do not sell financial products on commission. Our expert team provides personalized advice to meet our clients’ financial goals, ensuring the best wealth management and growth path. Under fiduciary practices, we must disclose any conflict or potential conflict to clients before and during the advisory engagement.

We stand out as a fee-only financial planner because of our fiduciary responsibility. We offer customized financial strategies that focus on asset growth, risk management, tax optimization, and long-term wealth preservation, all aligned with all our advisory clients’ unique financial goals.

As a CERTIFIED FINANCIAL PLANNER® in Chicago, Virtue Asset Management tailors investment strategies, focusing on diversification, risk management, and tax efficiency. We help clients grow and preserve wealth by aligning their investments with long-term financial goals and unique circumstances.

For more information on our services, please contact us and we will be in touch shortly.

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About our Portfolio Managers

About our Portfolio Managers

Find a Trusted Financial Planner Near You