What if financial planning was simpler?

Let us help tell your money where to go, so you do not wonder where it went.

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments
Investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that can keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With years of experience, we'll help preserve your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Help protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet The Family

A.P. Marusarz Group

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

I remember, as a child, wanting a hockey stick and my mother responding, “If you want something that costs $50, you need $100. $50 for the item and $50 to put in the bank.” That lesson stuck with me so much that I am now a Financial Advisor as well. We use that same, practical and familial approach with all our clients. Your goals and education matter to us because you matter to us.

Connect With Us

Alex Marusarz, CFP®

LPL Financial Advisor

630.861.5037

630.280.2377

apmarusarz@wradvisors.com

Alex Marusarz has been with Waddell & Reed since 2012 . Before coming to Waddell & Reed and forming the A.P. Marusarz Group with his mother and business partner, Patricia Marusarz, he worked as a Mortgage Consultant in Des Moines, Iowa...

Barb Pietka

Practice Manager

630.861.5037

630.280.2377

bpietka01@wradvisors.com

Barb acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any...

Patricia Marusarz, CFP®, MBA

LPL Financial Advisor

630.861.5037

630.280.2377

pmarusarz@wradvisors.com

Pat has been with Waddell & Reed since 1986, she has her CERTIFIED FINANCIAL PLANNER™ certification and her MBA from Illinois Benedictine College, her undergraduate degree in Finance from DePaul University. She is experienced in...

"I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy."

- Warren Buffet

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."

- Robert G. Allen

"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas."

- Paul Samuelson

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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