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Michael Willman

President & Financial Advisor, Blue Sky Investment Partners, Inc.

Michael Willman is the President and Financial Advisor at Blue Sky Investment Partners, Inc., a registered investment advisory firm located in Evanston, Illinois.12 He founded the company in 2007 with the goal of providing comprehensive wealth management and financial planning services that focus on the person rather than just their portfolio.13

Professional Background

  • Willman has over 30 years of experience in investment research, portfolio construction, and advising clients on complex investment matters.3
  • Prior to founding Blue Sky Investment Partners, he spent eight years at a wealth management firm in Northbrook, Illinois, where he served as the Director of Research focusing on alternative investment strategies.2
  • He also worked as an independent consultant at Citadel Investment Group and spent over four years as an Investment Consultant at Stratford Advisory Group in Chicago.2

Education and Expertise

  • Willman holds both a B.S. and an M.B.A. in Finance from DePaul University, with a focus on investments.23
  • He has expertise in financial planning, green and socially responsible investing, and setting up small business retirement plans.1

Approach and Philosophy

Willman's approach to wealth management emphasizes:

  1. Identifying how a client's assets connect to meaning and purpose in their life.13
  2. Creating personalized financial action plans and custom portfolios.3
  3. Focusing on controlling investment fees, reducing taxes, and helping clients save money.3

Community Involvement

  • Willman served on the board of directors and finance committee of Connections for the Homeless in Evanston, Illinois.2
  • He has also volunteered with the Evanston AYSO Soccer Organization.2

Michael Willman resides in Evanston with his wife and four children, where he has lived since 1999.2

Related Questions

What inspired Michael Willman to start Blue Sky Investment Partners?
How does Michael Willman's approach to wealth management differ from other firms?
What are some notable achievements of Michael Willman in his career?
How does Blue Sky Investment Partners integrate socially responsible investing into their strategies?
What types of clients does Michael Willman primarily work with?
Michael Willman
Michael Willman, photo 1
Michael Willman, photo 2
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Location

Greater Chicago Area