LinkedInRoger Wohlner, CFP®

Roger Wohlner, CFP®

Fee-Only Financial Advisor to individuals, retirement plan sponsors and participants. Finance blogger.

Greater Chicago Area
Financial Services
  1. Asset Strategy Consultants
  1. Marquette University
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Asset Strategy Consultants

Asset Strategy Consultants

Financial Advisor/Consultant

– Present

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Experienced Chicago Financial Planner and Investment Advisor serving individual and institutional clients.

phone: 847-506-9827

Individual Clients
• Investment advice
• Retirement Planning
• Comprehensive Financial Planning Advice
• College Planning
• Estate Planning
• Insurance Planning
• Tax Planning
• I serve as my client’s Financial Quarterback

401(k) Plan Level Investment Consulting
• Analysis of investment performance against appropriate benchmarks.
• Asset allocation studies as required addressing possible inclusion of new asset classes.
• Development of an Investment Policy Statement (IPS).
• Investment selection in accordance with the IPS
• Investment performance reporting and period client investment committee meetings providing analysis of the retained investment options.
• Recommendations, where appropriate, with regard to retained investment options that do not meet IPS guidelines.
• Annual review of costs associated with the management of the portfolio, to include fees for investment options, custodial and administration.
• Searches as required to replace existing investment options.
• Plan sponsor fiduciary education programs.

Specialties:Investment and financial planning advice for individuals. Investment consulting services for retirement plans, foundations and endowments. All advice is fee-only. No commissions, no product sales, no conflicts of interest. All advice is geared to the best interests of our clients. I am a member of NAPFA, the largest professional group for fee-only financial advisors in the country.


Financial Advisor/Consultant

Asset Strategy Consultants
– Present (16 years 9 months)


  • Retirement Planning
  • Financial Planning
  • Asset Allocation
  • Investment Advisory
  • Retirement
  • Endowments
  • Foundations
  • Investments
  • Wealth Management
  • Financial Advisory
  • Retirement Income...
  • Pensions
  • Pension Funds
  • Portfolio Management
  • 401k
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Small Business
  • Strategic Financial...
  • Personal Finance
  • Financial Planners
  • Investment Strategies
  • Asset Management
  • Fixed Annuities
  • Financial Goals
  • Retirement Plan...
  • IRAs
  • Wealth
  • Finance
  • See 16+  See less


Marquette University

MBA, Business Administration

Activities and Societies: Graduate Assistant

Whitefish Bay High School




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