Brandon Clouse

CFP®

Senior Financial Planner

Prism Planning Partners

Libertyville, IL

Anywhere / Virtual Meetings

Fee-Only financial planner located in Libertyville, IL, serving clients locally and across the country

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Based in Libertyville, IL, but not bound by location - we can serve clients through remote meetings, screenshare, and secure file transfer.
Prism Planning Partners provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, Brandon Clouse is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Contact us to schedule an introductory call to see if we may be a fit for you.

Get to Know Brandon Clouse

Brandon has been a financial planner since 2012, and through his career has developed a unique expertise working with physicians and others in the medical field.

He assists in-training, attending, and retiring physicians with their financial planning needs, and is a sought after speaker at major teaching hospitals across the United States, particularly in the Midwest.

Brandon helps physicians navigate the distinctive challenges they face in each stage of their careers, such as student loan planning, understanding loan forgiveness programs, transitioning into practice, contract negotiations, tax strategies, and balancing their income, lifestyle, savings, investments, and overall financial plan.

Education: B.A. Anderson University

I Can Help You With:

Comprehensive Financial Planning
Retirement Income Planning
Small Business Planning
Investment Management
Charitable Giving
Tax Planning
Trust and Estate Planning
Budgeting and Cash Flow Planning
Insurance Analysis
Employee Benefits Review

Ideal Clients:

Retirees and Near Retirees
Small Business Owners in Northeastern Illinois
Physicians

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

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Brandon Clouse's Designations and Affiliations

Office Locations

321 S. Milwaukee Ave - Libertyville, IL 60048

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