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Emilija Ilic
Emilija Ilic

Wealth · Investment · Insurance · Commodities

Emilija Ilic

AWMA™ AAMS™

Based in Lisle, Emilija helps executives, founders, high-earning professionals, and multigenerational families navigate equity compensation, liquidity events, complex taxes, retirement, and legacy planning

Request an introduction Call (713) 555-0148

Ways to connect

By video

One link, nothing to install. The same call anywhere you are worldwide.

By phone

A direct line, not a call center. (713) 555-0148 rings my desk, not a queue.

Credentials & registrations

AWMA™ AAMS™
Accredited Wealth Management Advisor™
AWMA Board
Accredited Asset Management Specialist™
AAMS

Years in practice

5

Regulatory registration

SEC-registered investment adviser · CRD #7983294

Professional memberships

  • Financial Planning Association (FPA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • American Chamber of Commerce, Illinois Chapter

Registration history

Every firm I've been registered with as an investment adviser representative, per FINRA BrokerCheck — nothing left off.

  1. Current

    Registered since 1/27/2025

    Mission Wealth Management, LP

    IA · CRD #113057

    380 S 1st St., Charles, IL 60174

Professional background

Emilija worked for a prominent Detroit-based personal injury law firm, ensuring clients received the best solutions for their unique financial situations. After relocating to Chicago, she applied this knowledge to servicing high-net-worth individuals, with a focus on creating customized financial plans. She joined Mission Wealth in 2024 after being drawn to the firm’s core values and comprehensive approach to servicing its’ clients.

Standard of care & how I’m paid

Standard of care

As a registered investment adviser, I act as a fiduciary for Senior executives and business leaders, founders preparing for liquidity events, high-earning professionals with growing financial complexity, families with multiple income sources, families coordinating complex tax, investment, and estate decisions, multigenerational families with charitable or legacy goals.

Compensation

I'm compensated in more than one way, depending on what we're working on together: an asset-based advisory fee, billed quarterly, for investment management and financial planning; and commissions on insurance policies or mortgages I place, paid by the issuing carrier or lender, not by you directly. I'll show you the specific number before you sign anything - never after.

Areas served

Chicago Lisle Naperville Westmont Evanston Oak Brook Communities throughout Illinois Available nationwide by video

In the field

  • Emilija Ilic at the Uptown Chicago office

    Uptown Chicago office

  • Emilija Ilic on a client video call

    A client review, by video

  • Emilija Ilic on site with an energy-sector client

    On site with an energy-sector client

  • Emilija Ilic speaking at a Chicago financial-literacy workshop

    A financial-literacy workshop, Chicago

  • Emilija Ilic between meetings

    Between meetings

  • Emilija Ilic, downtown Chicago

    Home base: Chicago, IL

Client testimonials

Emilija walked us through the tax implications of my equity and the liquidity event months before the deal closed. By the time we signed, there were no surprises left.
Sarah K., startup founder, Chicago
Between deferred comp, RSUs, and a trust for our kids, our finances had gotten complicated fast. Emilija was the first advisor who actually had a plan for all of it, not just the parts she was comfortable with.
Michael R., technology executive, Naperville
We're three generations with very different needs, and Emilija is the only advisor who's ever gotten all of us in the same room and made the plan make sense for everyone.
The Whitfield Family, Oak Brook, IL

Testimonials reflect the experiences of individual clients and may not be representative of every client's experience. Clients were not compensated for these statements. Past experience does not indicate future results. See our Disclosures page for details.

Frequently asked questions

What should I expect from our first conversation?
Thirty minutes, usually by video. I ask more questions than I answer - about your accounts, your goals, and what's actually keeping you up at night - and I'll tell you plainly whether I think I can help before we talk about next steps.
Who else on your team might I work with?
For day-to-day service - statements, transfers, scheduling - you'll often work with my client services associate. For anything involving advice or a recommendation, that's always me directly, not a rotating advisor pool.
Are you a fiduciary?
Yes, for investment management and planning advice - see the standard-of-care section above for exactly where that standard applies and where a different one does.
How often will we actually meet?
Quarterly at minimum once we're working together, with a deeper annual review. Markets or life events that matter to your plan get a call the same week, not a note in the next scheduled meeting.
Can we work together if I live outside Austin, or outside the U.S.?
Yes - most of my cross-border clients are exactly that. Video handles the relationship well; where local licensing affects what I can transact, I'll tell you upfront, not after we've started.
What does it cost to work with you?
It depends on what we're doing - see the fee section above. I'll give you a specific number in writing before anything is signed, and there's no cost to the first conversation.

What happens next

  1. Send your details

    A two-minute form. No obligation, and no automated sales sequence afterward.

  2. A 20-minute call

    With me directly, not a screener - to hear what you need and tell you plainly if I'm the right fit.

  3. A written plan outline

    Before you decide anything, so you can evaluate it on paper, on your own time.

Prefer to skip the form? Call (713) 555-0148 or email info@investwithemilijailic.com.

This helps me prepare for our first call - it's not a minimum, and it's not a barrier to reaching out.

Preferred meeting mode