Brian M. Niksa, CFP®
Senior Wealth Advisor | Partner
Brian Niksa, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. Since 2009, he has helped guide clients toward their financial goals. Brian uses his industry experience and commitment to clients to create and implement cohesive financial plans, including retirement, estate, and income tax planning.
Helping his clients prepare for their future is a responsibility Brian takes seriously, always working hard to earn and maintain their trust.
“Clients bring us into their financial lives. Those topics often represent a private world – one they don’t share with many others. Being invited into and working with that space is a responsibility I take very seriously and work very hard to earn and maintain,” he shares.”
Invested in your future
As your financial advisor, Brian is interested in hearing about your situation and experiences in your own words. He wants to get to know what’s important to you, what your values are, and the hopes you have for the future. This relationship built on listening and mutual respect allows him to purposefully guide you through any life events you and your family may experience – the good and the challenging.
“Helping clients navigate change, whether it’s planned or unexpected, with financial stability allows them to see opportunities with hope and optimism. That’s a role that motivates me and reminds me of the value I can add for my clients,” Brian says.”
Building community
Brian lives with his wife and two children in DuPage County and enjoys supporting and giving back to the organizations in his community.
Brian is a member of the Forbes Finance Council. He is also a member of the Glen Ellyn Finance Commission and serves on their Investment Advisory Subcommittee, providing advisory recommendations to the Village Board on investment matters. He previously served on the Community Consolidated School District 89 Community Finance Committee, where he was responsible for reviewing long-term plans for maintaining the district’s buildings and grounds. In addition, Brian volunteers his time with Ronald McDonald House Charities.
Brian is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Science in Finance from DePaul University. Prior to joining Capstone, Brian served at Huron Consulting Group working in their financial valuation division.
Brian's Perspectives
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Residential real estate rentals can be a great investment provided you understand all the tax implications.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “19 Points To Consider Before Making Large Capital Investments In Single Stocks” published by Forbes.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “14 Tips For Companies Offering Their First 401(k) Program” published by Forbes.
It’s been a challenging year for investors. In an article recently published in Chicago’s Daily Herald Business Ledger, we discuss five important things investors should do after a year when markets are down.
When someone we care about passes away, everything can get chaotic quickly. If you’re responsible for someone’s estate, the logistics only add to the overwhelm. From a financial perspective, there are some important things to consider.
If you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in in the article, “Everything You Need to Know About Phased Retirement” published by Real Simple. The article shares the pros and cons about the concept.
Senior Wealth Advisor Brian Niksa, CFP® discusses “How to optimize your charitable planning,” for the Daily Herald Business Ledger. The article discusses three main charitable giving strategies.
Whether you are new to an organization or have been with them for decades, being presented with and having to evaluate a severance package is likely to feel like uncharted territory.
Business and economic activity across the world are currently experiencing an unprecedented level of strain amidst the Coronavirus (COVID-19) pandemic. We have recently started seeing clear indications of the severity of that strain as record numbers of people have filed for unemployment in the United States.
Real estate is an appealing asset class for many investors. Over half of all investors that make a purchase cite the appeal of passive income streams and price appreciation potential as primary motives to make an investment.1
As professional opportunities and earning power begin to increase, many individuals in their thirties may also be thinking about balancing the demands of a young family and possibly even aging parents.
Before moving forward with divorce proceedings, decisions involving family matters, income arrangements, and asset-division need to be made. To create a division that feels equitable, couples will typically substitute certain assets to be retitled to themselves individually after the divorce finalizes.