Tony Escobar
Purpose-based financial planning for your business and personal needs.
Exponent Group · Morton, Illinois
Tony Escobar is a fee-only financial advisor at Exponent Group in Morton, Illinois. Tony charges a one-time planning fee, a percentage of assets and a flat fee or retainer and focuses on real estate investors, small business owners and retirement planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
About
PREPARE, PROTECT & PROSPER -Solutions for your business, your employees, your family and you.
You’ve worked hard to get your business where is today. Thrivent’s solutions and strategies can help protect, strengthen and potentially grow what you’ve built. We offer an array of solutions to help meet your business and personal financial planning needs:
BUSINESS • Cash flow and tax strategies • Key employee protection • Employee benefits • Key employee retention • Coordination with other financial professionals (Accountants, attorneys, brokers, etc) • Business valuation • Exit planning/business continuation
PERSONAL • Develop vision and purpose • Wealth gap and retirement planning • Income protection • Investment strategy • Tax efficiency • Estate planning and asset preservation • Legacy planning • Charitable planning ABOUT OUR TEAM Exponent Group - Thrivent is a practice that specializes in helping business owners create a fulfilling financial plan. We have operated under Thrivent since 2014. Our immediate team consists of four financial advisors, including a CFP advisor. Our team also relies on the expertise of Thrivent’s broader network of advanced consultants and specialists.
ABOUT THRIVENT For over 120 years, Thrivent has helped people build their financial futures and live more generously. Today, we’re a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, and the communities in which they live and work.
WHO WE LOVE TO WORK WITH • Faith forward and generosity-minded business owners • Solopreneurs • Businesses with partners • Business owners looking to exit • Business owners who want a dedicated financial thought partner
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Debt Management
- College/Education Planning
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Financial Advice & Coaching
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Retirement Planning
- Risk Management
Facts
| Firm | Exponent Group |
|---|---|
| Based in | Morton, Illinois |
| Fee model | One-time planning fee · Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2014 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both |
| Website | connect.thrivent.com/exponent-group |
| Profile |
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Questions about Tony
Is Tony Escobar a fee-only financial advisor?
Yes. Tony Escobar is listed in the public advisor directory (listed as fee-only).
How does Tony charge for financial advice?
Tony charges a one-time planning fee, a percentage of assets and a flat fee or retainer.
Does Tony work with clients virtually?
Yes. Exponent Group says on its website that it works with clients remotely.
Where is Tony Escobar based?
Tony Escobar is based in Morton, Illinois.
What does Tony specialize in?
Tony's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and pension planning. Tony works with HENRY (High Earners, Not Rich Yet), high earners, founders, executives and early-career professionals.
How much does Exponent Group manage?
Exponent Group reports $25M - $100M in assets under management.
How do I contact Tony Escobar?
Through Tony's website, connect.thrivent.com/exponent-group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Exponent Group website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 25, 2026.
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