LeadIQ logo
Learn more at LeadIQ.com
Next Phase Advisory Group logo

Next Phase Advisory Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Next Phase Advisory Group is a financial services firm that serves high-net-worth professionals and business owners by integrating life planning with financial planning. The firm emphasizes holistic, long-term guidance that goes beyond investment management, aligning retirement planning, insurance solutions, intergenerational planning, and wealth management with a client’s broader life goals. Located in Downers Grove, Illinois, the company operates as a Private Client Group within Northwestern Mutual, leveraging resources to support high-wealth clients. The team emphasizes close, relationship-driven service aimed at helping clients articulate and pursue their desired life outcomes. The description notes recognition from Forbes for its Best-In-State Wealth Management Teams in 2025, reflecting external acknowledgment of its advisory quality.

Find Next Phase Advisory Group employees' phone numbers or email addresses

Next Phase Advisory Group Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Oceania
2

Minus sign iconPlus sign icon
  • Australia
    2

Next Phase Advisory Group's Leadership

  • Managing Director at Next Phase Advisory Group
    M. H.
    Managing Director
    Mobile Phone
  • Owner at Next Phase Advisory Group
    N. S.
    Owner
    Mobile Phone

Next Phase Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Next Phase Advisory Group

Name
Title
Contact
Location
Last Update
  • Managing Director at Next Phase Advisory Group
    M. H.
    Managing Director
    Mobile Phone
    Australia, Queensland
    Sep 16, 2026
  • Owner at Next Phase Advisory Group
    N. S.
    Owner
    Mobile Phone
    Australia, Victoria
    Sep 10, 2025

Frequently Asked Questions

What is Next Phase Advisory Group known for?

Minus sign iconPlus sign iconNext Phase Advisory Group was founded in 1990 and operates in the Financial Services industry. Explore Next Phase Advisory Group's company overview page for more information.

How many employees does Next Phase Advisory Group have currently?

Minus sign iconPlus sign iconNext Phase Advisory Group has approximately 21 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Next Phase Advisory Group's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Next Phase Advisory Group's key employees include:

  • Managing Director: M. H.
  • Owner: N. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.