The Porter Group

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The Porter Group

Introduce us to a friend

We understand that life is dynamic and complex at times. Our job is to listen, educate and partner with you along your financial journey. By connecting all of the pieces of your financial affairs, we can help navigate the complexities that accompany significant wealth and create a blueprint toward living your life the way you want to live it.

Guidance Based on Decades of Experience


Since our founding in 1982, members of our team have been helping a broad spectrum of clients at various stages in their lives navigate the complexities of their wealth. With more than 135 years of collective experience, each member of our six-person, multigenerational team stands ready to help you make informed financial decisions.

Going beyond portfolio management, we offer wide-ranging strategies that can give you greater freedom to pursue the things in life you most enjoy. Whatever your goals may be, we can help you determine strategies designed to help you achieve them.

We are proud of our ability to maintain close, constructive relationships with people throughout Illinois and other parts of the country. With extensive backgrounds in administration and operations, our team members all share a dedication to enhancing your financial decision making though quality service and advice.

Dedication, Experience and Education


We’ve worked hard to build a team with knowledge and experience that upholds our commitment to outstanding wealth management. The age span of our team members gives us the ability to meet a variety of financial needs that may occur during the various stages of your life and the lives of your children, grandchildren and parents. 

We are proud that in 2018, our team leader, Steven Porter, was recognized in Forbes “Best-in-State Wealth Advisors” list, and Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” list. We use our collective knowledge, acquired through years of real-world experience, extensive training and professional designations, including the CFP® and CRPC®, to stay at the forefront of industry updates and best practices. We believe our intellectual capital and disciplined, long-term wealth management approach can help you navigate financial challenges throughout ever-changing business and economic cycles.


Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/Kp7gMH. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.  The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

How We Approach Your Needs 


Our approach to wealth management begins with a probing, in-depth review. We listen intently to get a clear understanding of your true goals, and what really matters to you. Together, we will explore a broad range of topics that are likely to influence your financial future — from your family situation to your career aspirations to the retirement you ultimately envision. What we learn will become the foundation for a financial and investment strategy based on who you are and where you want to go.

No two clients are the same, and we recognize that your circumstances, needs and aspirations are exclusive to you. We firmly believe that your investment strategy should be inspired by your goals and objectives and customized in a way to help you achieve them. That’s why we take into account the full spectrum of your personal wants and desires to create a strategy uniquely designed for you.

Expanded Capabilities


The breadth of our practice includes services that can help meet your most complex wealth management needs.

Strategic Execution Across Generations


We take the time to build relationships with multiple generations of your family. Our goal is for them to have the continuity of advisors they can turn to for advice and guidance about their wealth management. Working with specialists from Merrill Lynch, and in coordination with your attorneys and accountants, we can help you develop a current and efficient estate planning strategy. We can advise you on trust investments, charitable giving strategies, life insurance and other sophisticated strategies to help you pass on your wealth in a desirable and tax-efficient manner.

Learning What Retirement Means To You


One of the most important functions we undertake is to help clients prepare for “what’s next.” After identifying your goals for retirement, we can help determine if your retirement assets will be able to generate enough income to support the lifestyle you desire, keep pace with inflation, meet unforeseen healthcare costs and weather downturns in the financial markets. Working together, we can help create a customized retirement income portfolio that may include stocks, bonds, cash, annuities or alternative investments*, if appropriate, to help you achieve your goals for the future. 

*Alternative investments are intended for qualified and suitable investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.

Recognition

Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Steven K Porter

Forbes “Best-in-State Wealth Advisors”  in 2018.

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” in 2018.

Forbes’ “America’s Top 250 Wealth Advisors” in  2016 and 2017.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.