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MEMBER PROFILE

 

Nick Niemi

The Mather Group

 

Member profile details

Membership level
Chicago Individual
First name
Nick
Last name
Niemi
Title
Wealth Advisor
Company
The Mather Group
XPX Chapter Email Lists
  • Chicago News & Events
 

XPX ROLE

Leadership Role
Emerging Professional Chair, Membership Committtee
 

CONTACT INFORMATION

City
Lisle
State
Illinois
 

PROFILE INFORMATION

Call me when
you have an idea to explore, a problem to solve, or an opportunity worth discussing.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CFP, CPWA, CEPA
In Business Since
2013
Business Focus
We work with trusted professionals to help business owners make smart financial decisions before, during, and after a business transition.
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