Our Journey
Five decades of growth, excellence, and unwavering commitment to our clients. Find out why a tax-centered approach is in our DNA.
Antos Advisors opens as a tax and accounting firm
Our story begins in 1973 when Theodore W. Antos Jr. opened our doors as a dedicated tax and accounting firm. He was committed to helping individuals and businesses navigate their financial challenges.
Jeff Antos joins and expands
In 1988, Jeff took over Antos Advisors and expanded the firm into the financial services industry, forming Antos Wealth Advisors. Bringing new vision and expertise, expanding our services and strengthening our commitment to personalized client care.
Tim Antos joins the family firm
He joined Jeff in expanding their father’s tax firm into a financial services firm capable of providing comprehensive financial planning and guidance to their clients.
Jeff earns his CPA designation
By 1995, Jeff had earned his CPA designation. In addition to his CPA license, Jeff has received his FINRA Series 7, 26, 63, and 65 securities registrations and his Illinois Life, Health, Long-Term Care, and Annuity licenses.
Tim earns his CPA designation
In 2001, Tim achieved his CPA designation, further strengthening our team's credentials and ability to serve complex client needs with expertise.
Jeff earns his CFP® designation
At the start of 2023, Jeff earned his CFP® designation, expanding our comprehensive financial planning capabilities and holistic approach to client success. He has also earned the Certified Wealth Strategist® designation through Cannon Financial Institute.
Allie Hernandez joins the firm
Allie joined in late 2023 as a Client Service Associate. With a Bachelor's degree in Psychology, she brought fresh perspectives and customer relations background.
Melanie Osborne joins the firm
In early 2024, Melanie became part of our growing team. She had a 20 year career as a Private Client Banker. As a fully licensed Registered Representative, she expanded our capacity to deliver exceptional service and expertise.
Matthew Antos Joins
Matthew Antos joined his father, Jeff Antos, and our Antos Wealth Advisors team. With FINRA Series 7, 66, and SIE securities registrations and a engineering background, Matt is continuing our tradition of growth and excellence as we look toward an exciting future.