MPS-LORIA Financial Planners, LLC logo

MPS-LORIA Financial Planners, LLC

Updated today

Client assets under management

$826,570,486

Clients

679

28% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

136

Very High

Average account size

$1,217,335

About

MPS LORIA Financial Planners, LLC serves a mix of individual clients — including high-net-worth individuals — as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides ongoing investment advisory services, individualized financial planning, and pension consulting and participant education to its approximately 679 clients, managing about $826 million in client assets with a five-advisor team.

The firm follows an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations built primarily from no‑load mutual funds and ETFs. Portfolio construction relies on quantitative screening and ongoing monitoring using the fi360 system and research provided by Fiducient Advisors, and the firm may recommend sub‑advisors or an Investment Policy Statement to implement client objectives.

Compared with many team firms, MPS LORIA discloses the use of endorsements and client testimonials in its advertising, a practice that is relatively uncommon among peers. The firm also discloses relationships that can create conflicts of interest — for example, an affiliated insurance entity and licensed insurance representatives who may earn commissions — and documents its processes for addressing those conflicts while maintaining custodial relationships and operational support through a major institutional custodian.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $999,000: 1.25% $1 million - $2,999,999: 1.00% $3 million - $4,999,999: 0.75% $5 million+: Determined case-by-case

Project-based

$200 per hour (financial planning)

Main office location

MPS-LORIA Financial Planners, LLC

7500 South County Line Road

Burr Ridge IL 60527-6955, United States

Number of offices

1

Most active in

Arizona · Colorado · Florida · Illinois · Indiana · Michigan · Missouri · Ohio · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christos K

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Christos Kyros is a financial advisor at MPS-Loria Financial Planners, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MPS-Loria since 2006. Kyros is also a licensed life insurance agent in Illinois. MPS-Loria Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts with portfolio management, financial planning, and pension consulting. The firm uses an open-architecture approach focused on diversified allocations primarily from no-load mutual funds and ETFs, tailoring asset mixes to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kenneth D

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cherry Bekaert Advisory, LLC, Mueller & Co., LLP d/b/a PKF Mueller, and Mulcahy, Pauritsch, Salvador Ltd. He is also president of Kenneth G. Daemicke, Ltd. d/b/a AllPro Financial Solutions Ltd., a consulting firm providing tax preparation, tax planning, and advisory services. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts with portfolio management, financial planning, and pension consulting. The firm uses an open-architecture investment approach focused on diversified allocations primarily through no-load mutual funds and ETFs, aligning asset mixes with client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard L

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MPS-LORIA Financial Planners and LORIA Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and manages insurance company operations within his firm. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts, offering portfolio management, financial planning, and pension consulting. The firm employs an open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs, tailoring asset mixes to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC in Burr Ridge, Illinois. He holds Series 63 and Series 65 designations and has 39 years of industry experience. Pauritsch has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside his advisory role, he is an independent licensed insurance agent specializing in life insurance. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts with portfolio management, financial planning, and pension consulting. The firm uses an open-architecture approach focused on diversified allocations primarily through no-load mutual funds and ETFs, tailoring asset mixes to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Abigail L

Series 65

Burr Ridge, IL

MPS-Loria Financial Planners, LLC

Abigail Loria is a financial advisor at MPS-LORIA Financial Planners, LLC with a Series 65 designation and no prior industry experience. Before joining the firm, she held various roles including freelance acting with Big Mouth Talent. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts by providing portfolio management, financial planning, and pension consulting services. The firm uses an open-architecture investment approach focused on diversified allocations primarily through no-load mutual funds and ETFs, tailoring asset mixes to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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