Erie Advisors

White Oak Group is a prominent financial advisory and investment banking firm based in Northfield, IL, specializing in serving middle market companies, their owners, and financial institutions across the United States. With expertise in financial restructurings, mergers and acquisitions, and capital raising, they tackle complex challenges to deliver superior outcomes for all stakeholders. The firm is known for its objective judgment, creativity, and extensive experience in resolving multi-faceted problems for clients. By focusing on turnaround and crisis management services, White Oak Group effectively guides businesses through financial transitions and strategic growth initiatives. Generated from the website

North Star Investment Management Corporation, located in Highland Park, IL, provides tailored financial services including investment management, financial planning, and insurance solutions for individuals and corporations. Their offerings range from separately managed account strategies to a variety of mutual funds designed to meet diverse investment goals. In addition to investment and financial planning services, the North Star Family Office caters to high-net-worth families with customized solutions, while their Benefits division focuses on comprehensive insurance and benefit planning. Led by Chief Investment Officer Eric Kuby, the firm also offers market insights through podcasts and regular commentary on economic trends. Generated from the website