Next Phase Advisory Group Revenue
Financial Services • 
Downers Grove, Illinois, United States • 11-20 Employees
Next Phase Advisory Group revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Key Contact at Next Phase Advisory Group
Michael Lushniak
Director of Strategic Development
Company overview
| Headquarters | 1901 Butterfield Rd, Suite 300, Downers Grove, Illinois 60515, US |
| Phone number | +18498064 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Life Insurance Planning, Risk Management Solutions, Investment Strategies |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
Next Phase Advisory Group Email Formats
Next Phase Advisory Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@nm.com | 100% |
About Next Phase Advisory Group
Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life’s transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio. Our advisors have received an array of awards and accolades including FORBES 2025 Best-In-State Wealth Management Teams*. Our holistic approach aligns your life plan with your financial plan, putting together the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. We only have one goal in mind—your best life. We not only help you define what that is but also plot a decisive course to get you there. To achieve that, we build a close relationship with every client. As a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. When working with our team, your journey only gets better. Imagine a life plan without financial worries. That is our goal, living your best life. For additional information regarding our firm, partners, financial advisors, or our servicing team visit our website at www.nextphaseadvisorygroup.com. *Forbes Best-In-State Wealth Management Teams (January 2025) based upon data as of March 31 the preceding year. Research & ranking provided by SHOOK ® Research, LLC. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Funding Data
Next Phase Advisory Group has never raised funding before.
Next Phase Advisory Group Tech Stack
Discover the technologies and tools that power Next Phase Advisory Group's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
JavaScript frameworks
Security
Miscellaneous
Customer data platform
Tag managers
JavaScript libraries
UI frameworks
Maps
Japan
Brazil
Netherlands
Frequently asked questions
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