We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

Long and Associates LLC operates on a Fee-Only basis. What does this mean for you?

• We do not accept any commissions, kickbacks or other third party compensation!
• We are independent of any Broker, Insurance Company, or Mutual Fund Company - we put your interests first.
• We are Certified Financial Planners, CFP(r), and NAPFA Registered Financial Advisors, meeting the highest standards for competency and ethics in the industry.
• Chris Long has a deep business background and education, including degrees from Yale and Stanford, and work experience with PepsiCo, Kraft, and Microsoft.
• We do not sell anything except our advice. We offer complete transparency with no hidden agendas.

About Chris Long, CFP^® NAPFA Registered Financial Advisor^TM

 Formal Education

• BA Yale University
• MBA Stanford University

Designations

• Certified Financial Planner ^® (CFP^®)
• NAPFA Registered Financial Advisor^TM
• Long & Associates is a Registered Investment Advisor

• National Association of Personal Financial Advisors (NAPFA)
  • Served as National Board Member
  • Served as Midwest Region Chair, President
  • Chair of first NAPFA Investments Conference
  • Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his Vistage Group
• The Crossroads Fund — Board Member, Finance Committee Member
• Sarah's Circle — Served as Board Member, Finance Committee Member
• Profit Sharing/401k Council of America Member

Press (partial list)

• Chicago Tribune
• Money Magazine
• Black Enterprise Magazine
• Ladies Home Journal
• WGN-AM Radio — Chicago

Location

Chris resides in Chicago, IL