Rothschild Wealth Partners, an independent wealth management firm based in the Chicago area, announced a partnership with Bussenger Financial Group, a Deer Park, Illinois-based advisory firm overseeing more than $170 million in client assets. Rothschild Wealth Partners manages over $8 billion in client assets and brings more than 115 years of history to the partnership.
Bussenger Financial Group, founded by Lisa Bussenger, focuses on comprehensive retirement planning, including investment management, income strategies, tax planning, legacy planning, and long-term care considerations. As part of the partnership, Bussenger’s clients will experience continuity in their portfolios, fee structures, custodians, and overall planning approach.
The partnership is designed to allow Bussenger Financial Group to maintain its existing client relationships and advisory philosophy while gaining access to Rothschild Wealth Partners’ broader infrastructure and resources. These include operational, compliance, investment, and technology support, enabling advisors to dedicate more time to client service and planning.
Rothschild Wealth Partners has been actively expanding its platform, completing multiple RIA partnerships and a wirehouse lift-out in the past six months. The firm continues to position itself as a partner for advisors seeking scale, flexibility, and aligned economic interests without changing their core approach to client service.
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“From the beginning, it was clear that Lisa and her team share our core belief that advice should be fully customized and always in the best interest of the client. This partnership allows them to maintain everything that has made their practice successful, while gaining access to additional resources and infrastructure to support their clients into the future.”
Phil Johnson, President And Partner, Rothschild Wealth Partners
“As our industry continues to advance, it has become increasingly important to ensure we have the scale, technology, and resources to serve our clients at the highest level for years to come. Rothschild Wealth Partners stood out as the right partner because they allow us to keep our planning philosophy, investment approach, and client relationships exactly the same, while enhancing what we can deliver behind the scenes.”
Lisa Bussenger, Founder, Bussenger Financial Group
“This is exactly the type of partnership we look for , strong advisors who are deeply committed to their clients and want to grow without compromising how they serve them. Over the past six months, we have partnered with four RIAs and completed a wirehouse lift-out, reflecting the momentum we’re seeing. As RIAs and advisors evaluate strategic partners, they are increasingly drawn to the platform, flexibility, autonomy, and aligned economic interests that Rothschild provides for both advisors and their clients.”
Mac O’Brien, Chief Growth Officer, Rothschild Wealth Partners
