Simplicity Wealth ADV 2A and Disclosures

Simplicity Wealth ADV 2A and DisclosuresMary2025-06-23T14:15:06-05:00

Simplicity Wealth Form ADV Part 2A

You can access our latest Form ADV Part 2A, detailing our firm’s investment strategies and fee structure, by clicking this link: Simplicity ADV & Disclosures

Simplicity Wealth, LLC Client Relationship Summary,

Access our Form CRS document for important client information by clicking this link: Simplicity Form CRS

Simplicity Wealth, LLC Privacy Policy

You can find details about our data collection practices in our Privacy Statement by clicking this link: Simplicity Privacy Policy

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, consulting, and educational services are offered through Protected Tomorrows. Protected Tomorrows is a separate and unaffiliated entity from Simplicity Wealth. Form CRS.

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103 Schelter Road, Suite 10
Lincolnshire IL, 60069

Mary Anne Ehlert, CFP®
Founder and Partner

Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.

Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.

Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.

Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.

Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

Contact Information:

103 Schelter Road, Suite 10 Lincolnshire IL, 60069

Phone: (847) 522-8086

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