Armond Dinverno (CFP®, CPA®, JD)

Armond Dinverno focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

Our wealth management is comprised of comprehensive financial planning and investment management combined into a holistic approach. We construct client-specific, diversified portfolios with ETFs, mutual funds, individual stocks, and individual bonds. We are a fee-only wealth management firm for private investors, retirement plans, charities, non-profit organizations, trusts, and corporations.

Additional Information

Armond A. Dinverno, JD, CPA, CFP is a Principal and President of Balasa Dinverno Foltz, LLC, and a member of the Investment Committee which oversees policy, strategic and tactical direction for the firm’s entire client portfolios. For three consecutive years, Robb Report Worth magazine named Armond one of the “Best Financial Advisors” in America, Mutual Funds magazine included Armond in their list of “Top 100 Planners in the Country” and in Medical Economics magazine Armond was listed as one of “The 150 Best Financial Advisers for Doctors”. Armond has been quoted in publications such as The Chicago Tribune, Investment News, Illinois CPA Society’s Insight Magazine, Mutual Funds Magazine, Financial Planning Magazine, and The Business Ledger. He is a member of the Illinois Bar Association, Illinois CPA Society, Institute Certified Financial Planners, VISTAGE, National Association of Personal Financial Advisors, and the American Institute of Certified Public Accountants.

NAPFA Start Date

April 03, 2003

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This Office

500 Park Blvd Ste 1400 Itasca, IL 60143-1272 Phone: (630) 875-4900 Fax: (630) 875-1150