John Roland and team

How We Approach Financial Planning

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.


Wealth Optimization graphic
Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Recent News

July, 2019 – John Roland Welcomes New Associate

We are excited to bring a new associate wealth management advisor on board to help serve our clients and increase our capacity. Becky DeVries brings 15 years of financial experience to our team. Becky looks forward to getting to know clients and helping people plan for a successful financial future.

John Roland and team

January, 2018 - Wealth Management Advisor John Roland Expands Business with Oak Brook location

In a market like Chicago, the suburbs provide a great opportunity to expand our footprint. In January 2018 we were pleased to announce that we opened an office in Oak Brook.

John Roland and team

January, 2018 - Northwestern Mutual – Chicago Recognizes John Roland as Top Financial Advisor

What sets us apart is our integrated approach to financial planning. It was an honor to be recognized by Northwestern Mutual – Chicago Managing Partner Corey McQuade for our team’s leadership role in helping our clients plan for and achieve their life goals.

Posing for photo at award show

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

John P. Roland, CFP®, CLU®, RICP®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck