Headshot of Todd Moser financial advisor for NorthRock Partners Chicago Illinois

Todd Moser, CFP®, CPWA® , BFA™

Integrating over 20 years of private wealth management advisory experience, Todd is responsible for driving strategic growth and implementing the Personal Office® experience for his clients. Leading the full-service NorthRock Partners Chicago team, Todd supports Fortune 500 corporate executives, entrepreneurs, and families nationwide, maximizing executive compensation and benefits, navigating complex equity and tax strategies, and strategically planning for retirement and legacy. With a proactive approach to asset protection and risk management, Todd provides highly tailored financial guidance that empowers executives to optimize their wealth, align financial decisions with career transitions, and create lasting impact for their families and communities.

The Chicago office was founded by Thomas Moser and Bill Kearns with a simple mission to help improve the quality of clients’ lives by helping them live with financial dignity. This legacy remains at the core of Todd’s client relationships today as he focuses on understanding each client’s values, priorities and goals to help them make aligned decisions from a place of understanding and clarity.

Professional Designations and Associations

  • Bachelor of Science, Business Administration (Finance) and Economics, Augustana College
  • Certified Financial Planner™ Professional (CFP®)
  • Certified Private Wealth Advisor (CPWA®)
  • Behavioral Financial Advisor (BFA™)
  • Forbes Best-in-State Wealth Advisors for 2018-2019
  • Barron’s Top 1,200 Financial Advisors lists for 2018–2019

Professional and Community Involvement

  • Member of Investment Management Consultants Association
  • Board Member of Children’s Heart Foundation
  • Ronald McDonald House Charities
  • Max McGraw Wildlife Foundation
  • Thomas A. Moser, CFP® Scholarship Fund

Personal Life

Todd and his wife, Christina, live in Palatine, Illinois, with their four children. He cherishes time with family and enjoys supporting their many activities as both a coach and a fan. An avid outdoorsman, you can often find Todd mountain biking, snowboarding, fly fishing for smallies, boating, kayaking and hiking at the lake or running and biking around town.