William D. Burke, Jr.

William D. Burke, Jr., CFP®
Vice President

Bill’s goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and experience required to help meet his client’s established goals. Bill’s personal goal is to become a lifetime resource for each and every client. He received his B.A. from the University of Notre Dame and is currently involved with the Chicago State Planning Council and is a Member of the American Legion. Bill enjoys playing golf and spending time with his three Children and four Grandchildren. He resides in Evanston, IL with his wife, Diane.



Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.


Check the background of investment professionals associated with

this site on FINRA’s BrokerCheck.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Sign up for our Free Newsletter