At Moller Wealth Partners, we are proud to offer our clients the luxury of highly individualized wealth management with the peace of mind knowing that their assets are securely held with our primary custodian, Charles Schwab.
As Certified Financial Planner® professionals, we act as a fiduciary committed to putting the best interest of our clients first. We are a fee-only financial planning firm that is compensated directly by our clients, so we do not receive commissions for any products or services we recommend. You can feel confident our recommendations are based only upon what we believe is best for you.
Over our three decades in business, we have overseen financial plans and helped build and preserve wealth for hundreds of clients. We are thankful for the opportunity to get to know each of them and offer financial guidance as they put children through college, donate to charities, buy homes, build businesses, retire, or transfer wealth to future generations. We have also been with them through challenging times such as market turmoil, family illness, divorce, or the death of a loved one. Each relationship and plan are unique and important to us.
We know that as your life changes, so does the complexity and responsibility of making good financial decisions. That is why we make sure you have a team of advisors on your side looking out for your long-term success.
Families served
Years in business
Million assets under management
Years average
tenure of our team
The entire Moller Wealth Partners team is on your side. Your financial plan and portfolio benefits from the perspective and expertise of our advisory team. Collectively, we have over 65 years of financial planning experience. Our advisors are in varying life stages—starting a family, kids heading off to college, etc. So, we understand how changes in your life can impact your financial picture.
With an average tenure of 15 years across our team, we can get to know you well. Clients find the continuity of our team reassuring. Our employees value the stability of the firm.
Nate Eads, CFP®
Partner | President | Chief Executive Officer
Nate Eads joined Moller Wealth Partners in 2007 as a financial planner. He has passionately spent his 25+ year professional career partnering with clients on the development and management of their financial plans and investment portfolios. Nate has been quoted in several publications including the Wall Street Journal and Forbes as well as being featured on the television program Chicagoing with Bill Campbell.
As the President and CEO of Moller Wealth Partners, Nate is responsible for creating, communicating and implementing the company's vision and strategic objective. Nate also maintains client relationships and attends to all the details associated with comprehensive wealth management. He emphasizes educating his clients and focusing on the big picture so they can spend their time and energy doing what they enjoy. He also has extensive experience working with families with special needs.
Nate earned a Bachelor of Business Administration degree from the University of Iowa and has held the CERTIFIED FINANCIAL PLANNER® designation since 2005. He lives in Deer Park with his wife, Jill, son, Brody and daughter, Bridget. He enjoys skiing, golfing, and going to the gym, but can mostly be found on the sidelines cheering on his children in their many endeavors.
Brian Fritzsche, CFP®, CFA, CPRC®
Partner | Sr. Financial Planner
Brian Fritzsche joined Moller Wealth Partners in 2018 as a financial planner and currently serves as a senior financial planner and manager of client fulfillment and acquisition. Prior to his tenure at the firm, he spent over eight years as a financial derivatives trader at DRW Trading Group in Chicago. While at DRW, Brian worked in the trading pits at the Chicago Board of Trade, grew relationships with options brokers, and executed trades electronically.
Brian's goal is to enhance clients' understanding, knowledge, and decision-making while facing financial decisions. He focuses on making sure all client needs are met and assists with financial planning and quarterly reporting. Brian strives to provide comprehensive and holistic solutions in order to help prioritize and achieve financial goals.
Brian earned a Bachelor of Arts degree in Economics from Stanford University and has held the Chartered Financial Analyst® designation since 2013. He is a CERTIFIED FINANCIAL PLANNER® professional and earned the Chartered Retirement Planning CounselorSM designation in 2019. Brian lives in Glenview with his wife and their two sons. They enjoy traveling, attending concerts, and spending time with their extended families.
Faith Charles
Partner | Chief Operating Officer | Chief Compliance Officer
Faith Charles joined Moller Wealth Partners in 2004 and has served in various roles throughout her tenure. Faith currently manages and oversees all business operations of the firm including finance, compliance, marketing, and human resources while ensuring the achievement of all company goals and objectives. As a principal of the firm and member of our management team, she is dedicated to Moller Wealth Partners’ long-term success as well as the happiness of both our clients and staff.
Faith graduated from the University of Illinois at Chicago with a Bachelor of Arts degree in Psychology. In her free time Faith volunteers as a Girl Scout leader and enjoys traveling with her family, yoga, and spending time outdoors in nature.
Nancy Fehrenbach, CFP®, CFA
Financial Planner
Nancy Fehrenbach joined Moller Wealth Partners in 2021 as a financial planner. Originally starting her career as an investment analyst and portfolio manager for institutional pension and insurance funds, Nancy wanted to directly impact families’ and individuals’ futures. She refocused by earning her CERTIFIED FINANCIAL PLANNER® designation and has provided financial planning services to individuals and families for four years prior to joining Moller Wealth Partners.
Nancy helps people live intentionally. Focused on what is most important to them, she creates comprehensive financial plans structured to allow them to make decisions that are uniquely right to reach their goals. Communicating in an easily understood manner, she helps clients have peace of mind that they clearly understand their roadmap to achieve what is most important to them.
Nancy earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and has held the CharteredFinancial Analyst® designation since 1993. Nancy has supported education through a variety of volunteer positions including president of the local Winnetka school board. She lives in Northbrook with her husband, Brian, and has four adult children. They enjoy dining at local restaurants and taking advantage of all Lake Michigan has to offer.
Roshne Patel, FPQP™
Client Services Associate
Roshne Patel joined Moller Wealth Partners in 2006 and serves as our client services associate. Roshne is responsible for ensuring all our clients' needs are met by handling questions and requests and overseeing daily account activities. She also has extensive experience with our custodian's forms and policies.
Roshne graduated from Northern Illinois University with a Bachelor of Science degree in Economics.
Patricia Messett
Operations Associate
Patricia Messett joined Moller Wealth Partners in 2010 as our operations associate and will usually be the first person to greet you when you visit or call our office. Pat is responsible for providing administrative support to other staff, assisting with all operational and accounting needs, and maintaining our office facilities.
Pat is an experienced administrative assistant who enjoys helping others. She lives in Mundelein and enjoys spending time with friends and family. Pat has one adult son, Jack.
Jack Moller, CFP®
Founder | Retired
In 1991, Jack Moller and his father Bill established Moller Wealth Partners, a financial planning and investment management firm.
Markets have been in Jack’s blood as far back as he can remember. Growing up as the son of a grain trader at the Chicago Board of Trade, Jack has had a fascination with and been involved in markets for most of his life. His experience is varied with stints trading stocks on the computer, bond options in the “pit”, and bond arbitrage as part of a trading team before founding Moller Wealth Partners. Jack’s decades of experience in financial markets have included epic bull markets periodically interrupted by such things as the worst one-day stock market crash in history not to mention the worst financial crisis since the Depression and the COVID panic. The ups and downs have helped form Jack’s belief in the importance of implementing systematic strategies that keep our emotions out of investing. Jack continues his love affair with markets as an avid reader and occasional writer on all things related to markets and economics.
Jack and his wife, Susan, are both happily retired living in Florida and enjoy traveling, spending time outdoors, hiking, bike riding, and avidly following Chicago sports teams.
In 1991, Jack Moller and his father, Bill, realized a great need for personalized financial advice and launched Moller Financial Services. At the time, the predominant advisor relationship was based on products, transactions, and sales commissions. Jack and Bill decided to offer a unique advisory model that was instead based on independent advice, transparent cost (“fee-only”), and a fiduciary standard of care.
Today, Moller Wealth Partners is an industry leader providing plan-focused and client-centered relationships for managing wealth. We are owned and led by partners who have been dedicated to the firm and our clients for years.
Reach out today. We’re in this for the long term. So let’s make sure we’re a good fit.
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