Company History

About Us

A Chicago Partners Brand

Built in the Financial District of Chicago

In 2007, Founder and Managing Partner Jim Hagedorn, CFA and Co-Founder and Chief Operating Officer (COO) Anthony Halpin spun off from PricewaterhouseCoopers (PwC) to start Chicago Partners.

With 100 clients and $300mm under management, Chicago Partners has grown to serve more than 2,000 clients across the United States and managing more than $5.5 billion in client assets. With 4 offices in different areas of the U.S., Chicago Partners was recognized as a Top Performing RIA by Charles Schwab in 2024.

In 2024, Chicago Partners launched Miami Partners to better serve their clients in the vibrant city of Miami, Florida.

Visit the Chicago Partners Website
View of Chicago skyscrapers from the Chicago river referring to Chicago Partners Wealth Advisors
View of Chicago skyscrapers from the Chicago river referring to Chicago Partners Wealth Advisors

A Chicago Partners Brand

Built in the Financial District of Chicago

In 2007, Founder and Managing Partner Jim Hagedorn, CFA and Co-Founder and Chief Operating Officer (COO) Anthony Halpin spun off from PricewaterhouseCoopers (PwC) to start Chicago Partners.

With 100 clients and $300mm under management, Chicago Partners has grown to serve more than 2,000 clients across the United States and managing more than $5.5 billion in client assets. With 4 offices in different areas of the U.S., Chicago Partners was recognized as a Top Performing RIA by Charles Schwab in 2024.

In 2024, Chicago Partners launched Miami Partners to better serve their clients in the vibrant city of Miami, Florida.

Visit the Chicago Partners Website
Aerial view of luxury residential homes in Miami, Florida symbolizing optimization of wealth management strategies

About Miami Partners

Bringing a Vibrant Strategy to a Vibrant City

Our focus is to bring to clients of Miami the same world-class client service and industry-leading wealth management strategies that helped the clients of Chicago, Watersound, and Hawaii.

As a client of Miami Partners, you'll receive access to a team of financial advisors, a fully customized investment portfolio, financial plan, tax strategy, estate strategy, and the same private client services offered to our distinguished clients across the country.

Meet the Team

Independent, Honest Advice

Fee-Only, Fiduciary Wealth Management Services

We take a different approach to wealth management than many of the traditional financial services firms.

Our commitment to the Fiduciary Standard leaves clients confident they are receiving advice that is solely in their best interest, and our fee-only structure means there are no conflicts of interest when we're building portfolios for clients.

Fiduciary Wealth Management

A Fiduciary is a financial advisor that is legally-bound to act in the best interest of their clients.

Not all financial advisors are fiduciaries, and those who are give clients peace of mind in knowing their advisors are always working in their best interest.

Fee-Only Services

A fee-only advisor is an advisor who does not receive outside compensation for recommending investment products.

Fee-only financial advisors are free to choose the best investments for their clients without the outside influence of commissions, bonuses, or other incentives from fund managers.

Other CPWA Brands


Chicago Partners Wealth Advisors
1 N. Wacker Drive
Suite 4075
Chicago, IL 60606

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Hawaii Partners 3D Wealth Advisors
201 Merchant Street
Suite 909

Honolulu, Hawaii 96813

Visit Website

Watersound Wealth Advisors
5417 E. County Highway 30A
Suite 301
Santa Rosa Beach, FL 32459

Visit Website

Miami Partners Wealth Advisors
1111 Brickell Ave
Suite 108
Miami, FL, 33131

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The Team

About the Founder: Jim Hagedorn

Founder & Managing Partner Jim Hagedorn, CFA has been a practicing advisor for more than 30 years. Under his leadership, Chicago Partners has grown to manage more than $5.5 billion in assets with a team of more than 40 financial professionals.

Jim actively works on many client relationships, and leads the Chicago Partners Investment Committee, our dedicated team of senior financial advisors focused on identifying, vetting, and implementing strong portfolio strategies for clients.

Jim Hagedorn, CFA, Managing Partner

Complimentary Portfolio X-Ray

Get a Complimentary Consultation on Your Current Approach.

We specialize in helping high-net-worth clients like you protect, grow, and manage their wealth with confidence. Our experienced advisors are here to understand your goals and craft a customized strategy that aligns with your financial needs.

Fill out the form below to schedule a complimentary introductory meeting with one of our expert advisors. Let's start building a secure and prosperous future together.

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