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1385 Warren Avenue . Suite A . Downers Grove, IL 60515

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Bentley Financial Group, Inc. understands each client has unique needs and challenges. That is why we implement a personalized approach in providing a full range of services to address your financial questions and concerns.

Financial & Insurance Planning

  • Income & retirement
  • 401(k) Plans
  • College savings
  • Wealth preservation
  • Asset protection strategies
  • Life
  • Long-Term Care
  • Disability

Financial Planning offered through LPL Financial, a Registered Investment Advisor.

Investment Management

  • Discretionary Portfolio Management
  • Customized asset allocation
  • Tactical adjustments and rebalancing
  • Risk Assessment

Wealth & Estate Planning

  • Generational wealth transfer
  • Family legacy
  • Business succession
  • Tax advantaged strategies
  • Wills & trusts
  • Charitable giving


  • Monthly newsletter
  • Educational white papers
  • AccountView online access
  • Outlook series events
  • Periodic client reviews