As Forum’s brick-and-mortar headquarters, the Lombard office serves as home base for Forum partners, Forum advisors, the main Client Service group and Backoffice team. The original partners envisioned a place that could become a literal forum for clients to plan their financial future. Now, with more than 40 offices nationwide and the power of virtual connections, Forum has delivered on its mission to empower people to reimagine and achieve what is possible.



The Forum home office is located in the unassuming suburb of Lombard, Illinois, around 45 minutes from downtown Chicago on a good traffic day. With several Forum partners working down the hall from their colleagues in tax and accounting and estate planning, the office space at 1900 Highland Ave. has become known as the Forum building.

Forum Financial Icon

Thomas Longo

CPA | Financial Advisor

Lombard, IL 60148
Forum Financial Advisor Steven Martin

Steven Martin

CFP® | Financial Advisor

Lombard, IL 60148
Forum Financial Co-Managing Partner Nirav Batavia

Nirav Batavia

CFA | Partner

Lombard, IL 60148
Forum Financial Advisor Nicole Campbell

Nicole Campbell

CFP® | Financial Advisor

Lombard, IL 60148
Forum Financial Advisor Neal Halawa

Neal Halawa

AIF® | Financial Advisor

Lombard, IL 60148
Forum Financial Advisor Michael Kite

Michael Kite

JD | Financial Advisor

Lombard, IL 60148
Forum Financial Advisor Michael Kennedy

Michael Kennedy

CFP® | Financial Advisor

Lombard, IL 60148
Forum Financial Advisor Meghan Nolan

Meghan Nolan

CFP® | Financial Advisor

Lombard, IL 60148

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Tell Us About Your Financial Life and Aspirations

Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.

Discuss Topics Crucial to Your Financial Success

Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.

Putting Your Plan Into Action

We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.

Ready to Connect With a Forum Advisor?