CHICAGO, April 2, 2026 /PRNewswire/ — Rothschild Wealth Partners, headquartered in the Chicago area, is an independent wealth management firm overseeing over $8 Billion in client assets, today announced its partnership with Bussenger Financial Group, a Deer Park, Illinois-based advisory firm overseeing more than $170 million in client assets.

Bussenger Financial Group, led by Founder Lisa Bussenger, has built its practice around comprehensive retirement planning, including investment management, income planning, tax strategies, legacy planning, and long-term care considerations. Through this partnership, the Bussenger team clients can expect continuity in their portfolios, fee structures, custodians, and overall planning approach.

“From the beginning, it was clear that Lisa and her team share our core belief that advice should be fully customized and always in the best interest of the client,” said Phil Johnson, President and Partner at Rothschild Wealth Partners. “This partnership allows them to maintain everything that has made their practice successful, while gaining access to additional resources and infrastructure to support their clients into the future.”

“As our industry continues to advance, it has become increasingly important to ensure we have the scale, technology, and resources to serve our clients at the highest level for years to come,” said Lisa Bussenger. “Rothschild Wealth Partners stood out as the right partner because they allow us to keep our planning philosophy, investment approach, and client relationships exactly the same, while enhancing what we can deliver behind the scenes.”

Rothschild Wealth Partners provides a robust platform of operational, compliance, investment, and technology support, enabling advisors to focus more time on client relationships and planning. The firm manages and advises on more than $8 billion in client assets and has a history spanning over 115 years.

“This is exactly the type of partnership we look for – strong advisors who are deeply committed to their clients and want to grow without compromising how they serve them,” said Mac O’Brien, Chief Growth Officer at Rothschild Wealth Partners. “Over the past six months, we have partnered with four RIAs and completed a wirehouse lift-out, reflecting the momentum we’re seeing. As RIAs and advisors evaluate strategic partners, they are increasingly drawn to the platform, flexibility, autonomy, and aligned economic interests that Rothschild provides for both advisors and their clients.”

About Rothschild Wealth Partners
Rothschild Wealth Partners is an independent, full-service wealth management firm headquartered in the Chicago area. With more than 115 years of history and over $8 billion in client assets, the firm provides comprehensive financial planning, investment management, and advisory services to individuals, families, and businesses. RWP is committed to delivering customized, objective advice with a focus on long-term client success. Rothschild Wealth, LLC, an SEC-Registered investment advisor and Rothschild Investment, LLC, an SEC-registered investment advisor and broker-dealer, member FINRA/SIPC. Rothschild Wealth, LLC and Rothschild Investment, LLC are affiliates and collectively referred to as Rothschild Wealth Partners.

Rachel Walters
PR Assistant
Beyond AUM
800-583-2315
[email protected]
https://beyondaum.com/

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