chicago's highly-rated

Financial advisors

Serving the community for more than 25 years, BMWagan Associates delivers tailored financial solutions designed to protect, grow, and optimize your financial future.

About us

BMWagan Associates, Inc. is a trusted insurance and financial services firm founded in 2004 in Downers Grove, Illinois. Built on a commitment to helping individuals and families achieve long-term financial stability, the company has steadily grown into a reliable partner for those planning their retirement and protecting their future. Under the leadership of Boni Wagan, the firm has remained focused on delivering personalized solutions tailored to each client’s unique financial goals.

professional guidance

Your path to financial clarity

image of brainstorming session (for a pr firm)
Financial Planning

Strategies built around your needs

Create a roadmap for your future with a comprehensive financial plan.

[interface] image of digital wallets (for a blockchain and cryptocurrency)
Estate Planning

Clarity when it matters most

Secure your legacy and provide clarity for your loved ones.

image of a corporate conference event
Business Advisory

Solutions for business growth

Make smarter decisions for your business.

image of a corporate conference event

Annuities

Create reliable, long-term income and protect your future with annuity solutions tailored for stability, retirement, and savings security.

here to help

seeking a different service?

view all services
trusted advisors

our team

Boni Wagan

LUTCF, CEA
Financial and Estate Advisor

Michael Wagan

Operations and Sales

Isabella (Bea) Wagan

Finance and Accounting

Sieg Alemania

Client Relations Specialist

Zeny Aquitania

Advisor, CPA

Gene Villamiel

Advisor, Real Estate Broker

Mark Ruedas

Advisor

Danilo Abuan

Advisor
Las Vegas

Testimonials

Hear from clients who have trusted BMWagan Associates to guide their financial decisions with confidence, clarity, and long-term strategy.

“BMWagan Associates helped us bring clarity and structure to our financial future. Their guidance has been invaluable in helping us make confident decisions.”

John C.
Satisfied Client

“Professional, knowledgeable, and genuinely invested in our success. We trust BMWagan Associates with both our personal and business financial planning.

Sophie M.
Satisfied Client
careers

We are hiring qualified advisors!

Please contact our office directly for more information.