About Estate & Trust Advisors

who we are

Our Mission and Philosophy

At Estate & Trust Advisors, our mission is to help clients make confident, well-informed financial decisions through a collaborative and disciplined process. We believe that true wealth management goes beyond investments — it’s about understanding each client’s goals, relationships, and values. As a boutique Investment Firm in Chicago, we offer the experience of a seasoned firm with the personal attention of a small team.


We’ve spent nearly 30 years serving families, business owners, and women navigating financial transitions throughout Chicago, as well as clients in California, along the East Coast and South Florida. Our fiduciary standard means every recommendation is made with one goal: advancing your best interests.

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Mark J. Schwartz

President

Meet Mark
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Jordan M. Jacobs

Senior Vice President

Meet Jordan
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David Madison CIMA®

Vice President

Meet David
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Melissa Considine

Director of Financial Planning

Meet Melissa
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Our Team

Our six-person team works as one, ensuring each client benefits from a full range of expertise. The cornerstone of client relationships begins with providing high-touch service to all client interactions. ETA’s Investment Committee and Financial Planning Team builds upon our strong client relationships, creating a sophisticated and personalized financial and retirement plan. Every member of our team touches every client relationship, providing consistency and care that larger firms often can’t replicate. 
Our Commitment to You
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You will always receive direct, transparent, and consistent advice
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Your plan evolves with your life, backed by professionals who take the time to understand
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Long-term relationships are built through steady communication and a deep understanding of your unique goals and financial stability

Our Process: Collaborative, Transparent, and Client-Centered

Our process is built around collaboration, transparency, and consistency. From our first conversation to ongoing reviews, every step is designed to keep your financial life organized, intentional, and easy to understand.

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Discovery

We begin by understanding your goals, priorities, and the life you want your wealth to support.

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Integration

Every plan connects investments, retirement income, and taxes into one cohesive strategy.

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Fiduciary

As fiduciaries, we act solely in your best interest and maintain full transparency.

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Custody

Assets remain securely held with our trusted custodian Charles Schwab & Co, the largest custodian for Independent RIAs in the US.

Our team is here to help you move forward with confidence.

Ready to Begin Your Plan?