Forest Financial Advisors, Inc.

General Firm Background

Forest Financial Advisors, Inc., (FFA) is a registered investment advisory firm in the State of Illinois. Its principal office is in Lake Bluff, and it has branch offices in Chicago and Winnetka. The firm was formed in June 2002.

FFA offers financial planning for individuals as well as investment advice. Our services cover all major aspects of our clients’ financial lives, or, depending on the client’s choice, just some of them.

Its two owners and principals are David N. Barkhausen and Henry W. Barkhausen, who are brothers. Each of them has spent over 25 years in occupations related to financial and investment planning.

Prior financial counseling experience serving corporate executives and high net worth individuals on a fee-only basis.
An attorney with extensive estate planning expertise.
A respected and trusted community leader who served for 16 years in the Illinois Legislature from 1981 to 1997.
Frequent author and speaker for the Chicago and American Bar Associations and continuing education programs of the Illinois CPA Society.
Earned Certified Financial Planner designation.
High honors graduate of Princeton University.
A Lake Bluff resident with his wife, Sue, a Lake Forest school teacher, and their two sons, Wicks and Billy.

Certified Public Accountant and member of the American Institute of Certified Public Accountants Personal Financial Planning Division.
Ten years of personal financial planning and investment experience.
Prior work as Treasurer and Assistant Treasurer of three different Fortune 500 companies.
Earned an MBA from the University of Chicago.
Resident of Winnetka and Lake Forest native; father of Allan and John; local Boy Scout leader and canoe instructor.