Spahn Financial

Insurance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

377 E Butterfield Rd Ste 400, Lombard, I...

Phone Number

(630) 458-7024

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading

About Spahn Financial

Spahn Financial specializes in comprehensive wealth and tax strategies tailored for high net worth individuals and families. They focus on sophisticated financial planning that encompasses portfolio allocation, tax efficiency, estate design, and philanthropic giving to ensure lasting prosperity across generations. With over 30 years of experience, they serve affluent families, financial professionals, and business owners, providing customized solutions to navigate complex financial landscapes. Recognized nationally for their excellence, Spahn Financial is committed to guiding clients on their path to financial freedom and generational wealth.Explore more
Spahn Financial's Social MediaSIC Code 64,641NAICS Code 52,524Show more

Spahn Financial Org Chart

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NP
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spahn Financial

<$5M
11-50
Private
-
-
NP
Nora PatosManager, Operations
<$5M
11-50
Private
-
2018
Jessica Ahrens, Chief Operating Officer at Strategic Wealth Partners
Jessica AhrensChief Operating Officer
<$5M
1-10
Private
-
1993
Benjamin Farish, Chief Operating Officer at Heirloom Advisors
Benjamin FarishChief Operating Officer
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
<$5M
1-10
Private
-
1999
LM
Lauren McNeillDirector, Strategic Development
<$5M
1-10
Private
-
1998
Aarikka Burgess, Chief Operating Officer at Heckmann Financial
Aarikka BurgessChief Operating Officer
Illustration of an envelope

Spahn Financial Tech Stack

A closer look at the technologies used by Spahn Financial

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Frequently Asked Questions Regarding Spahn Financial

What is Spahn Financial's official website?
Spahn Financial's official website is www.spahnfinancial.com
What is Spahn Financial's Revenue?
Spahn Financial's revenue is <$5 Million
What is Spahn Financial's SIC code?
Spahn Financial's SIC: 64,641
What is Spahn Financial's NAICS code?
Spahn Financial's NAICS: 52,524
How many employees does Spahn Financial have?
Spahn Financial has 11-50 employees
What industry does Spahn Financial belong to?
Spahn Financial is in the industry of: Insurance, Finance, Securities Trading
What is Spahn Financial competition?
Spahn Financial top competitors include: Strategic Wealth Partners, Adams Gut & Associates, Point Wealth Management, Heckmann Financial
What technology does Spahn Financial use?
Some of the popular technologies that Spahn Financial uses are: Cloudflare Website Optimization, Datadog, YouTube, Google Tag Manager
How do I contact Spahn Financial?
Spahn Financial contact info: Phone number: (630) 458-7024 Website: www.spahnfinancial.com
What does Spahn Financial do?

Spahn Financial specializes in comprehensive wealth and tax strategies tailored for high net worth individuals and families. They focus on sophisticated financial planning that encompasses portfolio allocation, tax efficiency, estate design, and philanthropic giving to ensure lasting prosperity across generations. With over 30 years of experience,... they serve affluent families, financial professionals, and business owners, providing customized solutions to navigate complex financial landscapes. Recognized nationally for their excellence, Spahn Financial is committed to guiding clients on their path to financial freedom and generational wealth.Read More

What are Spahn Financial social media links?
Spahn Financial Linkedin page
Is Spahn Financial a public company?
Spahn Financial is private company therefore does not currently have an official ticker symbol
See more information about Spahn Financial

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