Weyers McKeever Financial Partners

Weyers McKeever Financial Partners Holistic financial planning for individuals, families, and businesses. Your Vision · Our Team Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-236-2500.

Carrie Weyers is a Registered Representative and Jay Weyers, Scott McKeever, and Matthew McCormick are Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., (ESI). Securities are offered solely through Registered Representatives and Financial Planning and investment advisory services are offered solely by Investor Adviser Representatives of ESI, known as Vermo

nt Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Weyers McKeever Financial Partners is independent of ESI. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Jay Weyers offers securities in Illinois. He offers investment advisory services in all states. Jay Weyers is insurance licensed in Illinois. Scott McKeever offers securities in Illinois. Scott McKeever is insurance licensed in Illinois. Matthew McCormick offers securities in Illinois. Matthew McCormick is insurance licensed in Illinois. Carrie Weyers offers securities in Illinois

Carrie Weyers is insurance licensed in the following state: Illinois. An “endorsement” of this company or these individuals is not a referral of them for investment advisory services and may not reflect others’ views or experience. TC8649229(1225)3

Success is where preparation meets perspective. While the market may be unpredictable, your mindset doesn't have to be. ...
06/03/2026

Success is where preparation meets perspective. While the market may be unpredictable, your mindset doesn't have to be.

Quote for the day:

06/02/2026

As a financial advisor, I’ve found that many business owners treat their company as a "black box" in their financial plan. You know what's going in and out, but you might not know what the entire asset is actually worth today.

That’s why I’ve integrated BizEquity into my practice. It allows us to move past guesswork and look at the potential of your business through a data-driven lens.
How this changes our planning sessions:

● Clarity on Net Worth: We can see how your business value aligns with your personal retirement and estate goals.
● Benchmarking: We look at 13 critical KPIs to see how your business potentially compares to industry peers.
● Risk Management: It helps us identify if your current protection and buy-sell agreements are truly in line with your company’s potential value.

Understanding your value isn't just for when you're ready to sell—it’s for making smarter decisions while you're still growing.

Want to see where your business stands? Let’s connect for a discovery session.

https://bit.ly/4eiDGhm

Clarity is the foundation of a successful financial plan. We believe that the more you know, the more confident you feel...
06/01/2026

Clarity is the foundation of a successful financial plan. We believe that the more you know, the more confident you feel about your future.

Financial Term of the Day…

Is your CPA talking to your Financial Advisor? If not, you’re likely missing out on hidden efficiencies. We work in tand...
05/31/2026

Is your CPA talking to your Financial Advisor? If not, you’re likely missing out on hidden efficiencies.

We work in tandem to ensure your tax strategy and wealth plan are perfectly aligned. By aligning these two disciplines, we can proactively address:

- Tax-efficient distributions
- Coordinated wealth transfer
- Strategic risk management

Work with a team, not just a set of individuals. DM me to see how we coordinate with tax pros for better results.

The term "holistic planning" is used often, but what does it mean for your bottom line? Consider this: A traditional adv...
05/29/2026

The term "holistic planning" is used often, but what does it mean for your bottom line?

Consider this: A traditional advisor might focus on the performance of your assets. A holistic team focuses on the performance of your entire life.

The most powerful force in wealth building is time—but the second is mindset. Quote for the day:
05/27/2026

The most powerful force in wealth building is time—but the second is mindset.

Quote for the day:

Financial planning is often filled with jargon that makes simple concepts feel out of reach. We’re here to pull back the...
05/25/2026

Financial planning is often filled with jargon that makes simple concepts feel out of reach. We’re here to pull back the curtain and provide the clarity you deserve.

Financial Term of the Day…

Most financial decisions have tax consequences, and most tax decisions impact your long-term wealth. That’s why the rela...
05/24/2026

Most financial decisions have tax consequences, and most tax decisions impact your long-term wealth. That’s why the relationship between your CPA and Financial Advisor is so critical.

When we work in tandem, we move beyond basic bookkeeping and portfolio management toward a truly integrated strategy.

The result?
● Enhanced tax-alpha in your investments.
● Seamless estate and succession planning.
● A singular, clear vision for your financial future.

You shouldn't have to act as the liaison within your own team. Let’s build a coordinated team focused on your success.

Address

9201 South IL State Route 31
Lake, IL
60156

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+18154555292

Website

Alerts

Be the first to know and let us send you an email when Weyers McKeever Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category