Marcos Murillo
We build custom, comprehensive plans, so you can live retirement boldly on your terms.
Marcos Murillo · Lisle, Illinois
Is this you, Marcos?
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About
We build generational, life-long relationships with our clients and their families. Whether you’re just getting started, facing a mid-life milestone, or making sure your retirement is built to last – our team is here to sweat the details so you don’t have to.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Family Wealth Transfer
- Exit Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Financial Advice & Coaching
- Individual Tax Services
- Portfolio Management
- Stock Option Planning
Structured record
| Name | Marcos Murillo |
|---|---|
| Firm | Marcos Murillo |
| Location | Lisle, Illinois |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2020 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Designations | Series 7 |
| Investment approach | Blend of both |
| Website | https://vantagepoint-financial.com/ |
| www.linkedin.com/in/marcos-murillo-b27a57b7 |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation