Mike Nadler CPA, CFP®, PFS™
Mike Nadler founded Nadler Financial Group in 1999 with a straightforward conviction: that people deserved a financial firm that put their interests first, gave them honest, objective advice, and built relationships meant to last. More than twenty-five years later, that conviction is still the foundation on which everything else is built.
Mike began his career as a tax accountant at Price Waterhouse after graduating with high honors from the University of Illinois at Urbana-Champaign with a Bachelor’s degree in Accountancy. He went on to serve as Director of Financial Services at Waterstone Financial Group, a regional investment firm, before striking out on his own to build the kind of practice he believed clients deserved. He received his professional education in financial planning from the College for Financial Planning in Denver, Colorado.
As Founder, President, and Co-Chief Investment Officer, Mike leads the firm’s investment advisory, financial planning, and wealth management services, working directly with clients on the comprehensive, personalized planning that has always defined the firm’s approach. He also specializes in implementing qualified retirement plans for small and mid-size businesses, providing advice on investment selection and monitoring, as well as educating plan participants. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, is a Certified Public Accountant (CPA), and has earned the Personal Financial Specialist (PFS™) designation from the American Institute of Certified Public Accountants.
What Mike built at Nadler Financial Group was never meant to be a one-person operation. The firm he founded has grown into a team of deeply experienced, genuinely committed professionals who share the values he started with honesty, integrity, and an unwavering focus on the people they serve. That team approach, and the culture behind it, is the legacy he is most proud of.
Outside of work, Mike likes spending time with family, traveling, supporting various charitable organizations, attending concerts, and playing music.