Dar Baruchim
Moving forward confidently toward your wealth goals.
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Moving forward confidently toward your wealth goals.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Dar Baruchim
Dar Baruchim is a Wealth Advisor at Kadima Wealth, bringing prior experience across business and financial services, including roles in brokerage, venture capital, and insurance, to his advisory practice. He works primarily with younger families and professionals, helping them bring structure, clarity, and intention to their financial lives.Dar’s mission is to help his clients take the small, thoughtful steps today that lead to long-term financial stability and independence for themselves and their loved ones. Growing up in Toronto, Canada, Dar saw firsthand how financial circumstances are more often shaped by everyday decisions than a single life-changing moment. That early exposure gave him a deep appreciation for the power of compounding, both positive and negative, and a strong focus on proactive planning
Dar went on to study accounting and finance, which helped connect lived experience with technical understanding. It reinforced the belief that while people cannot always control where they start, they can meaningfully influence where they end up through informed, intentional choices.
That perspective continues to shape how he advises clients today, blending strategy, education, and long‑term partnership. Dar believes financial planning works best when clients understand the why behind every recommendation and feel confident acting on it. Whether navigating early career milestones, growing a family, or planning for the retirement, his role is to focus on aligning recommendations with clients’ goals and best interests, helping them make informed decisions and avoid common financial pitfalls.
Dar holds the Series 65 license and continues to work towards other designations in the future, reflecting his commitment to client advocacy, technical excellence, and lifelong learning.
Outside of work, Dar enjoys literature, fitness, exploration, and learning anything that helps him see the world a little differently. He is happily married and the proud father of two wonderful boys, who have already taught him more about patience, priorities, and long‑term planning than any textbook ever could. Dar is deeply dedicated to his faith and actively involved in his community, values that anchor both his personal life and his professional practice.
Primary Location
1101 Perimeter Drive, Suite 250 Schaumburg, IL 60173
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Call us or click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Kadima Wealth
At Kadima Wealth, we make our clients our first and most important priority. Our firm name means “forward,” and that idea is the north star for how we operate. We will work to earn your trust and develop personalized wealth management plans to help you move forward with confidence.Forward-Thinking Guidance
Wealth means something different to everyone. We get to know you on a personal level so we can understand your goals for the future. Kadima Wealth is committed to working with you on comprehensive, customized wealth management plans.
Our specialties range from retirement planning to investment allocation, business transitions, and leaving a charitable legacy. Whatever your goals for the future may be, we are here to help you move forward.
Services We Offer
Kadima Wealth is powered by Mariner, allowing us to leverage the expertise of seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Additionally, Mariner’s support in technology, compliance, and operations allows us to focus more on what truly matters – building strong, lasting relationships with you.
A Message From the Founder:
My name is Elias Friedman, and I founded Kadima Wealth to put clients first. “Kadima” means “forward,” and I believe in moving toward your goals and your aspirations—partnering with you to look toward the future.
Today, I’m living the American dream, but it’s been a journey of relentless hard work and perseverance to overcome adversity. I became the first in my family to graduate from college. I believe in the value of grit and determination. My entire career has been dedicated to listening and partnering with my clients. I know how hard it is to save and invest, but that kind of commitment to your financial well-being will serve you and your family well.
With my firm, I seek to serve clients of all different backgrounds and financial circumstances. I gravitate toward people who also know the value of hard work and who are looking for someone to trust with their financial questions and goals.
If you're looking for an advisor committed to acting in your best interests and understanding your financial goals, let’s move forward together.
Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC-registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.
The IAR associated with MPS maintains a separate business entity, Kadima Wealth, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Education
Seneca Polytechnic, Advanced Diploma, Accounting and Finance
Hobbies and Interests
- Family
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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