Fiduciary advisors in Illinois

Algonquin, Illinois

Wirehouse

Wells Fargo Advisors Financial Network is a wirehouse firm in Algonquin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Arlington Heights, Illinois

Baldwin Financial Advisors is a women-owned financial planning firm in Arlington Heights, Illinois that provides financial planning, investment management, and consulting services with a focus on retirement planning. The firm employs a structured methodology that includes comprehensive analysis, ongoing coaching throughout the first year after plan delivery, and coordination with clients' attorneys and CPAs. At least one advisor holds the CFP® certification and operates under fiduciary standards. The practice addresses common client concerns around retirement affordability, market volatility, savings adequacy, and investment suitability, and incorporates risk management and insurance review into its planning process.

Arlington Heights, Illinois

OakCrest Capital is an independent fiduciary advisory firm in Arlington Heights, Illinois, offering financial planning, investment management, tax planning, insurance planning, and estate planning services. The firm serves executives, business owners, medical professionals, and retirees through a structured planning process that includes goal-setting, personalized strategy development, and ongoing portfolio monitoring. As an independent firm unaffiliated with investment or insurance companies, OakCrest provides clients with access to a mobile platform for account tracking and educational resources.

Barrington, Illinois

Retirement Matters, Inc. is an investment advisory firm in Barrington, Illinois. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 15 Google reviews.

Barrington, Illinois

Merit Financial Advisors is an investment advisory firm in Barrington, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Barrington, Illinois

Carter Financial Group is an investment advisory firm in Barrington, Illinois. Services include Financial Planning. The firm specializes in Small Business. The office has a wheelchair-accessible entrance.

Barrington, Illinois

Cornerstone Financial Advisors, LLC is an investment advisory firm in Barrington, Illinois. Services include Investment Management. The firm specializes in Debt Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Batavia, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Batavia, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Bloomingdale, Illinois

Kirkby, Phelan and Associates Financial Resources, Inc is an investment advisory firm in Bloomingdale, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bloomington, Illinois

Thrivent Financial - Heart of Illinois Financial Advisors is an investment advisory firm in Bloomington, Illinois. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Bloomington, Illinois

Insurance-Based

Northwestern Mutual - Bloomington is an insurance-based firm in Bloomington, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Bradley, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bradley, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Breese, Illinois

The Timmermann Group, founded in 1981 by Jerome Timmermann, is a wealth advisory practice based in Breese, Illinois, serving affluent clients across multiple states. The firm specializes in insurance planning and analysis, along with wealth accumulation, distribution, and conservation services, employing a process focused on estate and tax planning techniques. The team includes financial advisors and service professionals who work with small business owners and families on integrated financial planning. The firm's stated approach emphasizes clarifying client objectives, addressing financial barriers, and ensuring clients understand and implement their plans.

Breese, Illinois

The Niemeyer Agency is an investment advisory firm in Breese, Illinois. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 13 Google reviews.

Buffalo Grove, Illinois

Stellaris Financial & Tax Advisory is an independent advisory firm in Buffalo Grove, Illinois, led by Pete, an Investment Adviser Representative with fiduciary obligations who has worked in financial services since 1986. The firm provides customized financial planning and tax-reduction strategies across income planning, portfolio construction, tax efficiency, healthcare preparation, and estate planning, with a stated process that begins with understanding client circumstances and priorities, followed by strategy review and ongoing plan monitoring.

Carbondale, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Carbondale, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Carbondale, Illinois

Atmos Wealth Management, based in Carbondale, Illinois, provides investment management and wealth planning services through one-on-one client engagement. The firm develops individualized investment strategies grounded in each client's risk tolerance, time horizon, and financial goals, employing a team-based approach and proactive follow-up. The practice emphasizes transparent communication and aims to help clients align their finances with their lifestyle and personal objectives.

Carmi, Illinois

Cavu Wealth Advisors is a financial advisory firm located in Carmi, Illinois that serves investors across various profiles and life stages. The firm employs a three-step planning process—assessing financial documents and risk tolerance, developing strategies tailored to the client's profile, and implementing plans while adjusting for life changes and market conditions. The practice emphasizes a team approach with professionals holding diverse backgrounds and experience, and prioritizes ongoing communication and proactive relationship management to help clients pursue retirement and financial objectives.

Carmi, Illinois

Cornerstone Wealth Services, based in Carmi and Mt. Carmel, Illinois, offers investment management and personalized financial planning to clients ranging from early-career professionals to experienced investors. The firm uses a four-step planning process that begins with understanding client goals and risk tolerance, moves through exploratory and detailed planning phases, and continues with ongoing monitoring and adjustments. D. Caleb Hughes leads the firm, which emphasizes collaborative advisory relationships and tax-efficient portfolio construction aligned with each client's specific circumstances and priorities.

Carpentersville, Illinois

Jason M Nowitzki, CRPC | Financial Advisor is an investment advisory firm in Carpentersville, Illinois. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Champaign, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Champaign, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Chicago, Illinois

Zhang Financial is a fee-only wealth management firm with over $8 billion in regulatory assets under management, based in Portage, Michigan with multiple office locations. The firm's principals are NAPFA members and the team includes in-house CPAs and licensed attorneys who coordinate investment management, tax planning, and legal services. Zhang Financial operates as a fiduciary with minimum investment requirements of $1,000,000 in Michigan and $2,000,000 outside Michigan, and received the 2022 Better Business Bureau Torch Award for Ethics.

Chicago, Illinois

RISE Investments is an investment advisory firm in Chicago, Illinois. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Chicago, Illinois

Independent RIA

Terian Consulting Financial Solutions is an independent registered investment advisor in Chicago founded by Milton E. Brown, Jr., who brings over 20 years of financial services experience. The firm offers financial planning services centered on its proprietary Lifetime Income System, a three-step retirement planning process that addresses income generation, asset protection, and legacy planning. Services include comprehensive retirement asset analysis, tax-strategy identification, income optimization, and ongoing plan monitoring. The firm serves clients near or in retirement and operates on a personalized planning approach that incorporates the client's values and goals alongside financial analysis.

Chicago, Illinois

Insurance-Based

Pujan Patel, Agent - New York Life is an insurance-based firm in Chicago, Illinois. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Chicago, Illinois

Lendway Capital Advisors structures merger and acquisition financing for business buyers in Chicago. Led by principal Jamie Lendway, who brings 13+ years of experience in business acquisition advising, the firm offers debt structuring analysis and pre-qualification from funding sources, typically provided same-day or next-day upon receipt of financial documents. The team works with government-guaranteed loan programs across most eligible industries and targets a 45-day close timeline from submission to funding completion.

Chicago, Illinois

Paul D. Sippil & Associates is a Chicago-based retirement plan consulting firm founded in 2009 that specializes in analyzing 401(k) plan structures, fees, and service provider performance. The firm operates as a forensic 401(k) consultant, examining plan costs, services, and technology at a granular level using a proprietary database of Form 5500 filings from the Chicago area. Services include investment option selection, contribution optimization, fee transparency analysis, and service provider evaluation, with a stated philosophy of providing fee-based advisory rather than asset-based compensation. The firm emphasizes direct participant guidance on contribution levels, asset allocation, risk tolerance, and retirement income planning rather than investment selection alone.

Chicago, Illinois

Insurance-Based

Northwestern Mutual - Chicago is an insurance-based firm in Chicago, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chicago, Illinois

YM TAX CPA is a Chicago-based accounting firm founded in 2015 that serves individuals and small businesses across the United States and internationally, offering tax preparation, bookkeeping, payroll processing, audit services, and IRS representation alongside strategic tax planning. The firm operates entirely virtually, allowing clients in any state to work remotely through secure document portals and video conferencing. Led by founder Yousha Makda and senior accountant Michael Grant, the practice specializes in technology, real estate, healthcare, and small business sectors, with particular focus on cash flow analysis and compliance for franchise owners and business proprietors. YM TAX CPA holds CPA credentials and maintains a 5-star rating based on 21 Google reviews.

Chicago, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chicago, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Chicago, Illinois

Vertera Financial is an independent financial advisory firm based in Chicago that serves individuals and families across various life stages, from those beginning their financial journey to those seeking ongoing partnership. Founded on principles of values-aligned guidance and client-first relationships, the firm offers financial planning, investment management, and advocacy services, with accounts custodied through Fidelity and operational support from Kestra Financial. Led by founder John Egan, a CFP® with over 25 years of experience at major firms including Charles Schwab and Fidelity Investments, Vertera works with clients nationwide through both in-person and virtual meetings, with no stated minimum investment requirement. The firm distinguishes itself as fully independent with no corporate agenda, offering both one-time planning engagements and ongoing advisory relationships tailored to individual circumstances.

Chicago, Illinois

Caprock is a registered investment advisor and multi-family office based in Chicago's West Loop that provides investment management and wealth advisory services to ultra-high-net-worth individuals and families across the Midwest. The firm operates as an independent, fee-only advisor, deriving 100% of revenue directly from client fees to avoid conflicts of interest. Founded in 2005, Caprock constructs customized investment portfolios that integrate private and public market opportunities, including impact investing options, aligned with each family's specific objectives rather than standardized risk-based models. The firm has been recognized by Barron's Top 100 RIA Firms (2022–2025), Financial Advisor Magazine's America's Top RIA Firms (2023–2025), and other industry awards.

Chicago, Illinois

Sterling Edge Financial is a fiduciary financial advisory firm based in Chicago that offers financial planning, investment management, and insurance analysis. The firm operates under a hybrid fee model, charging assets under management fees (ranging from 0.50% to 1.25% depending on account size) plus optional monthly subscription fees for planning services, and may recommend commission-based solutions for insurance and other specific products when appropriate. The firm's planning process addresses cash flows, benefits, insurance, investments, taxes, and estate planning, with ongoing adjustments as clients' circumstances change. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc., both FINRA/SIPC-registered entities.

Chicago, Illinois

Apella Wealth is a financial advisory firm with principals and advisors holding CFP® and CPA credentials. The firm serves clients on investment management, retirement planning, education savings, and taxation matters, with stated expertise in values-based financial guidance and family wealth dynamics. The team includes Nick Levinson (CFP®, Senior Partner with experience since 1998), Tom Levinson (co-founder with background in family business advisory), Richard Backer (CPA, Senior Advisor), and Samantha Ngooi (CFP®, Investment Advisor Representative).

Chicago, Illinois

Alan M. Gunn, Investment Management; Financial Solutions Advisory Group (FSAG) is an investment advisory firm in Chicago, Illinois. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chicago, Illinois

Fee-Only + Hourly

AMC Wealth Management is a fee-only fiduciary advisor based in Chicago that provides investment management and wealth planning services. The firm operates on an hourly fee structure with no minimum investment requirement, offering flexible engagement options including as-needed consultations and online financial planning starting at $25 per month. Advisors work remotely and meet with clients through in-person, phone, or video meetings. The firm is registered with Schwab as a custodian and addresses retirement planning, tax considerations, and estate-related matters.

Chicago, Illinois

McAdam Financial, based in Chicago, provides financial planning, investment management, retirement planning, estate planning, and insurance analysis services. The firm is led by Phil Simonides, a CFP® with over 37 years of experience. McAdam, LLC operates as a registered investment advisor offering investment advisory services, while securities are offered through Madison Avenue Securities, LLC (FINRA/SIPC member), and insurance products are provided through McAdam Financial.

Chicago, Illinois

Marathon Wealth Advisors is an independent, fiduciary financial advisory firm based in Chicago led by Founder and Principal Wealth Advisor Brandon Mull, who holds both CFA and CFP credentials and brings nearly two decades of experience in portfolio management and financial planning. The firm constructs customized institutional-quality investment portfolios and offers integrated financial services on a fee-only basis, with a team that includes operations leadership, legal and consulting expertise, and centralized investment support. Marathon combines traditional portfolio management with option-based strategies to address client-specific risks including market volatility, inflation, and tax exposure.

Chicago, Illinois

The Mather Group is a fiduciary financial advisory firm in Chicago offering financial planning, investment management, tax strategy, and estate planning services. The firm employs in-house CPAs and tax professionals and structures its engagements around a discovery process that identifies client goals and values, audits existing plans for gaps and inefficiencies, and integrates investments, tax strategies, and estate considerations into a coordinated approach. The firm conducts periodic reviews to adjust strategies as clients' circumstances and objectives change.

Chicago, Illinois

North Shore Wealth & Legacy is an investment advisory firm in Chicago, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Danville, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Danville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Decatur, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Decatur, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Decatur, Illinois

Idle Clevenger Wealth Management is a financial planning and investment management firm in Decatur, Illinois that serves individuals and families approaching retirement. The firm offers financial analysis covering retirement withdrawal strategies, 401(k) management, Social Security optimization, and insurance planning, along with tax and estate services including tax strategies, estate plan review, and legacy planning. Investment services include stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. The firm's stated process involves creating a simple one-page retirement plan based on client priorities, then implementing and adjusting the plan as circumstances change.

Decatur, Illinois

IPI Private Wealth - Decatur is an investment advisory firm in Decatur, Illinois. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Decatur, Illinois

Chamblin Wealth Management, based in Decatur, Illinois, provides financial planning, investment management, and retirement planning services to entrepreneurs, executives, professionals, and retirees. The firm addresses client needs including portfolio management, retirement income strategies, estate planning, and employer retirement plan design, with advisory meetings conducted in-office, by videoconference, or via text messaging. The firm emphasizes transparent account access and periodic progress reviews supported by industry technology.

Deer Park, Illinois

Financial Design Studio is a fee-only, fiduciary advisory firm in Deer Park, Illinois, serving executives and retired professionals nationwide. The firm, founded in 2017 by Michelle and Steve Smalenberger and expanded in 2019 with partners Rob Stoll and Trevore Meyer, specializes in retirement planning for those with executive compensation such as stock options and deferred compensation. The team of four partners, including CFP Michelle Smalenberger, follows a three-stage planning process—organization, strategy, and implementation—and typically works with clients within ten years of retirement. The firm offers ongoing financial advice and complimentary initial consultations to prospective clients.

Deerfield, Illinois

Insurance-Based

Northwestern Mutual - Deerfield is an insurance-based firm in Deerfield, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Downers Grove, Illinois

Capstone Financial Advisors is an investment advisory firm in Downers Grove, Illinois. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Downers Grove, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Downers Grove, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 3.6-star rating from 5 Google reviews.

East Dundee, Illinois

Assured Concepts Group Ltd is an investment advisory firm in East Dundee, Illinois. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

East Peoria, Illinois

Monferdini & Dirks Wealth Management, based in East Peoria, Illinois, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm works through a three-step process—discovery of client circumstances and goals, creation of a financial strategy aligned with time horizon and risk tolerance, and ongoing execution and monitoring. The team comprises industry professionals with combined experience serving clients across various backgrounds and experience levels.

East Peoria, Illinois

Legacy Private Wealth Advisors is an investment advisory firm in East Peoria, Illinois. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Edwardsville, Illinois

Ryan Young is a CFP® advisor based in Edwardsville, Illinois, who provides investment management and wealth management services. He holds the Certified Financial Planner designation and is also Certified in Blockchain and Digital Assets, bringing experience from prior roles at Edward Jones, Northern Trust, and Scheffel Financial. Young works with clients to develop financial plans aligned with their individual goals, incorporating traditional planning alongside emerging industry knowledge, and operates within Visionary Wealth Advisors' philosophy of transparent, client-centered service.

Elgin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Elgin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Elizabeth, Illinois

JnM Financial Services is a financial advisory firm based in Elizabeth, Illinois that works with clients to understand their personal circumstances, objectives, and risk tolerance in order to develop individualized financial strategies. The firm emphasizes a team-based approach, drawing on the diverse backgrounds and experience of its professionals to address clients' varied needs across the financial services landscape. The practice prioritizes long-term client relationships built on open communication and provides personalized service from strategy development through implementation and ongoing review.

Evanston, Illinois

Griffin Financial Strategies is an investment advisory firm in Evanston, Illinois. The office is open daily.

Frankfort, Illinois

Dowling Financial Services & Wealth Management is an investment advisory firm in Frankfort, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Frankfort, Illinois

Fee-Only

McDonnell Capital Management is a fee-only, SEC-registered investment adviser based in Frankfort, Illinois that operates under fiduciary standards and provides financial planning, investment management, estate planning, and insurance analysis services. The firm holds a CLU credential and specializes in insurance planning, investment management, and wealth management, with a stated approach of avoiding broker-dealer relationships and proprietary products. As an independent adviser, the firm structures its practice around client objectives rather than commissions or affiliated product sales.

Freeport, Illinois

WestPoint Financial Group is an investment advisory firm in Freeport, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Geneva, Illinois

Fee-Only

Lenity Financial is a fee-only fiduciary advisory firm based in Geneva, Illinois, led by principals Mark and Lisa Bova, both CFP certificants. The firm offers financial planning and investment management services, addressing retirement, tax strategy, portfolio oversight, and legacy planning through a structured process of planning, execution, and ongoing monitoring. The firm takes a personalized approach to each client engagement, developing customized investment policy statements and conducting regular portfolio rebalancing and performance reviews.

Geneva, Illinois

Fee-Only

Lenity Financial is a fee-only fiduciary advisory firm based in Geneva, Illinois, led by principals Mark and Lisa Bova, both CFP certificants. The firm offers financial planning and investment management services, addressing retirement, tax strategy, portfolio oversight, and legacy planning through a structured process of planning, execution, and ongoing monitoring. The firm takes a personalized approach to each client engagement, developing customized investment policy statements and conducting regular portfolio rebalancing and performance reviews.

Glen Carbon, Illinois

Independent RIA

CarsonAllaria Wealth Management is an independent ria firm in Glen Carbon, Illinois. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Greenville, Illinois

STL Wealth, led by Dave Disch MBA, provides personalized financial planning and investment advisory services to clients in Greenville, Illinois. The firm guides clients through a structured four-step process beginning with data collection and goal definition, moving into customized strategy development, implementation of recommendations, and ongoing monitoring with annual or bi-annual reviews. Services include investment analysis, financial planning guidance, and insurance consultation, with an emphasis on understanding each client's risk tolerance and long-term objectives. The firm uses secure encrypted communication for sensitive client information and works with third-party transfer agents to manage account transitions.

Harrisburg, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisburg, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Herrin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Herrin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Highland, Illinois

DBP Wealth Advisory Group, based in Highland, Illinois, works with families and business owners to develop and implement financial strategies across multiple areas of their financial lives. The firm emphasizes a hands-on approach, collaborating with clients and their other advisors to build long-term financial independence and stability. The firm's process begins with an initial meeting, followed by strategy development, implementation, and ongoing management tailored to individual client circumstances.

Highland Park, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Highland Park, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Highland Park, Illinois

Fort Sheridan Advisors is an investment advisory firm in Highland Park, Illinois. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hinsdale, Illinois

Daybreak Wealth is a registered investment adviser in Illinois offering financial planning and retirement planning services. The firm, founded by Lauren Hunt (CFP®), focuses on comprehensive financial strategy across six key areas including investment management, tax planning, estate considerations, and insurance protection, targeting clients age 50 and older who are retired or nearing retirement. Hunt limits her client base to develop deeper relationships and manage clients' complete financial picture rather than isolated components. The firm provides complimentary initial consultations to assess whether it is suited to prospective clients' needs and investment philosophy.

Hinsdale, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Hinsdale, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Hoffman Estates, Illinois

The Youngblood Group, based in Hoffman Estates, Illinois, provides insurance analysis services and has built its practice around a relationship-focused philosophy spanning more than two decades. Founder Zach Youngblood works with individuals, families, and business owners across various life circumstances, from career transitions and retirement planning to major life events. The firm emphasizes personalized planning that reflects each client's specific circumstances and priorities rather than standardized approaches.

Hoffman Estates, Illinois

L & M Financial Services, Inc. is an investment advisory firm in Hoffman Estates, Illinois. Services include Estate Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 18 Google reviews.

Hoffman Estates, Illinois

Insurance-Based

Farah Pradhan is a licensed agent with New York Life based in Hoffman Estates, Illinois, offering financial planning services. Through Eagle Strategies LLC, a registered investment adviser, the firm provides fee-based asset management programs including separately managed accounts and mutual fund wrap accounts, with customized planning tailored to individual circumstances and objectives. Clients receive quarterly performance reports, consolidated statements, and ongoing monitoring with annual fees calculated as a percentage of assets under management.

Itasca, Illinois

Wealth Enhancement Group is an investment advisory firm in Itasca, Illinois. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Lake Bluff, Illinois

Fleur-de-lis Financial is a financial planning firm in Lake Bluff, Illinois that serves performing artists and their patrons. The firm guides clients through a structured planning process involving initial consultation, discovery meetings, financial organization, plan presentation, and ongoing reviews to address goals around retirement, insurance, and estate planning. The firm combines financial planning with investment management and operates on a transparent fee structure, though specific credentials and fee model details are not disclosed.

Lake Forest, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lake Forest, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Libertyville, Illinois

North Shore Asset Management and Tax Advisory, founded in 2008 in Libertyville, Illinois, provides retirement planning, investment management, and tax advisory services with a focus on generating reliable retirement income. Led by Gary Komarek, a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), the firm works with pre-retirees and retirees to evaluate goals, develop income and savings strategies, and monitor plan performance through ongoing reviews. The firm's approach incorporates traditional investments, insurance products, and estate planning guidance, and includes tax preparation services to support income adequacy analysis.

Lisle, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lisle, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Lombard, Illinois

Insurance-Based

Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company is an insurance-based firm in Lombard, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Loves Park, Illinois

Daniel Reece - Raymond James is an investment advisory firm in Loves Park, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Loves Park, Illinois

Morrison Erwin Wealth Management of Raymond James is an investment advisory firm in Loves Park, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Loves Park, Illinois

Raymond James & Associates is an investment advisory firm in Loves Park, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Loves Park, Illinois

Klaas Financial is an independent, fee-based fiduciary advisory firm founded in 1976 and based in Loves Park, Illinois, with a second office in Wisconsin. The firm serves over 1,000 households across 34 states with approximately $771 million in assets under management through discretionary advisory services, plus additional assets under advisement and retirement plan management. Services include financial planning, investment management, estate planning, retirement planning, tax strategies, and charitable gifting, delivered by a team of CFP® professionals and in-house tax specialists. The firm manages retirement plan assets for employers and individuals through both discretionary and non-discretionary offerings.

Macomb, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Macomb, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Mahomet, Illinois

Polaris Wealth Management Group is an investment advisory firm in Mahomet, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Marion, Illinois

Wall Street Financial Group, Inc., founded in 1988 and now led by John Zeidler (CFP®, CPA), is a registered investment advisor in Marion, Illinois serving retirees and pre-retirees. The firm offers financial planning, retirement income strategy, wealth management, tax-management strategies, long-term care planning, legacy planning, and insurance products including life insurance, annuities, and disability income insurance. As an independent RIA, the firm operates under fiduciary obligation when providing investment advice, and acts as a broker for insurance products across multiple carriers. John Zeidler's background in accounting and financial planning complements the firm's focus on tax-efficient strategies and comprehensive retirement planning.

McHenry, Illinois

Independent RIA

Forward Wealth Group is an independent fiduciary advisory firm based in McHenry, Illinois that provides financial planning, investment management, and wealth management services. The firm uses a risk assessment process to align client portfolios with their comfort level and financial objectives, and follows a four-step onboarding process that includes an introductory call, financial review, analysis and recommendations, and plan implementation. As a fiduciary asset manager, the firm is obligated to act in clients' best interests and offers flexible meeting arrangements and tax-efficient planning guidance.

Midlothian, Illinois

Eileen Carrero Financial Services provides financial planning, investment management, and tax planning services to women in transition, including single women, business owners, divorcees, and widows in the Midlothian, Illinois area. The firm charges a fixed fee of $1,500 for comprehensive financial plans and manages assets at 1% AUM, with a $250,000 investment minimum. Led by a CPA and Investment Advisor, the practice integrates tax planning with portfolio management and draws on over three decades of tax and accounting experience combined with nearly two decades of financial planning.

Mokena, Illinois

Rising Light Financial Advisors is a family-run firm in Mokena, Illinois, founded by Jeff Berenson and his son Stephen to provide financial planning, investment management, and retirement planning services. The practice employs advisors with accounting backgrounds and relevant securities licenses; Jeff holds the CFP® designation, and team member Patty Wetzel brings over 30 years of securities industry experience with multiple series registrations. The firm serves individuals, trusts, retirement plans, and businesses, offering investment planning and wealth strategy services across various life planning scenarios.

Mt Carmel, Illinois

Hunter Fuller is a financial advisory firm based in Mt. Carmel, Illinois, offering estate planning, investment management, retirement planning, and insurance analysis services. The firm holds the CLU credential and conducts life insurance and securities business in Illinois. Securities are offered through OneAmerica Securities, Inc., a registered investment advisor and FINRA/SIPC member.

Naperville, Illinois

VestGen Wealth Partners is a Naperville-based wealth management firm offering investment management, retirement planning, estate planning, tax planning, financial planning, and insurance solutions. The firm serves families, individuals, women investors, and business owners, working with clients on goals ranging from pre-retirement through legacy transfer and employing a consultative approach that coordinates with external professionals such as CPAs and attorneys. Services include personalized portfolio management with active monitoring, retirement income strategies, estate planning with trust and wealth transfer guidance, tax optimization, and education savings planning.

Naperville, Illinois

Lantz Financial Team is an investment advisory firm in Naperville, Illinois. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Naperville, Illinois

T2 Asset Management provides investment management and wealth planning services to individual investors from its Naperville, Illinois office. The firm operates on a fiduciary basis and charges clients a flat fee based on assets under management for advice on equities, fixed income, mutual funds, ETFs, and options. The firm's portfolio managers hold CFA credentials and work to align investment strategy with each client's financial plan, risk tolerance, and return objectives. T2 also offers tax planning and estate planning coordination services in partnership with accounting and legal professionals.

Naperville, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Naperville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended.

Naperville, Illinois

Carson Wealth is an investment advisory firm in Naperville, Illinois. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Naperville, Illinois

Platinum Financial Associates, Inc. is an investment advisory firm in Naperville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 2 Google reviews.

Naperville, Illinois

Fiduciary Financial Partners, LLC is an investment advisory firm in Naperville, Illinois. It acts as a fiduciary. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Naperville, Illinois

Heritage Wealth Retirement Planning, based in Naperville, Illinois, has served clients for over 30 years and offers financial planning with a focus on retirement strategy. The firm's team includes a CFP, CFA, and CPA, and charges a flat percentage of assets under management capped at $2 million. David Fortosis, the owner and primary advisor, works with clients throughout the Chicago area and surrounding communities, meeting both in person and virtually to address questions around spending capacity, investment allocation, Social Security timing, and other retirement-related decisions.

Naperville, Illinois

Partners Wealth Management serves affluent families and institutions from its Naperville office, offering investment management, insurance analysis, and coordinated wealth planning strategies. The firm works with clients through a five-step process that includes financial discovery, plan development, advanced planning (often coordinating with external CPAs, attorneys, and insurance professionals), and ongoing quarterly reviews. Services span investment management, insurance planning, wealth transfer strategies, and charitable giving coordination.

Naperville, Illinois

Stenger Family Office is a fiduciary wealth management firm based in Naperville, Illinois, serving families across the United States. The firm provides financial planning, investment management, tax strategy and preparation, and estate planning services, with an integrated approach that coordinates advice across these areas. The team includes financial advisors, CPAs, and estate planning professionals, including CEO Nick Stenger (formerly at Morgan Stanley), CFO Chris Jordan (CPA, MST), and CFP® Audrey Feldpausch. The firm offers customized financial plans and goal-based investment portfolios using stocks and ETFs, and coordinates with external attorneys on estate matters.

New Lenox, Illinois

Lenox Financial Services provides financial planning and investment management services to clients in New Lenox, Illinois. The firm constructs personalized investment plans based on client needs and long-term goals, utilizing stocks, bonds, and other securities informed by market analysis. The firm operates as a stockbroker-dealer and emphasizes direct client access to office staff for service and question-answering.

Normal, Illinois

The Drake Zimmerman Group is an investment advisory firm in Normal, Illinois. Services include Investment Management and Tax Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Northbrook, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Northbrook, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Northbrook, Illinois

Wealth Enhancement Group is an investment advisory firm in Northbrook, Illinois. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Northbrook, Illinois

Fisher Financial Group LLC, based in Northbrook, Illinois, provides financial planning and investment management services. The firm, led by principal Daniel Fisher, serves clients including government and federal employees planning for retirement, offering personalized guidance on portfolio allocation, insurance needs, and tax-efficient strategies. The practice emphasizes a fiduciary approach centered on understanding individual objectives rather than product-driven recommendations, with availability via in-person meetings, phone, email, and text communication.

Northbrook, Illinois

Pure Financial Advisors is a registered investment advisor in Northbrook, Illinois offering financial planning and investment management services, with particular expertise in debt management. The firm's team includes professionals holding CFA, CFP, and CPA credentials and operates on a fee-only basis. Services span retirement planning, cash flow analysis, tax planning, risk management consulting, and estate planning, supported by an in-house learning center and educational resources.

Oak Park, Illinois

Linden Wealth Management LLC offers financial planning and investment management services to clients in Oak Park, Illinois. The firm takes a goal-oriented approach that begins with understanding client aspirations and risk tolerance, then implements a disciplined, long-term investment strategy across public and private securities. Services also include tax strategy, retirement income planning, and estate planning advisory, with the advisor coordinating with clients' other professional advisors. The firm provides ongoing portfolio management and financial planning on an as-needed basis.

Oakbrook Terrace, Illinois

OakCrest Capital, LLC is an investment advisory firm in Oakbrook Terrace, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Orland Park, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Orland Park, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Oswego, Illinois

Toward Wealth - Tamara Wiley is an investment advisory firm in Oswego, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 3 Google reviews.

Palatine, Illinois

Tim Hranka is a ChFC® professional representing COUNTRY Financial in Palatine, Illinois, offering insurance analysis and planning services. He operates as part of the COUNTRY Financial family of companies, which includes affiliated insurance carriers and COUNTRY Trust Bank, providing investment advice, financial planning, and securities through COUNTRY Capital Management Company (a FINRA member broker-dealer). His practice encompasses life, auto, home, farm, and commercial insurance products alongside retirement and trust services.

Palatine, Illinois

Brett Riekena is a CFP® advisor with COUNTRY Financial in Palatine, Illinois, offering insurance analysis and planning services. As part of the COUNTRY Financial organization, he works with the firm's affiliated trust bank and investment management division, which holds broker-dealer registration through COUNTRY Capital Management Company and provides investment advice, financial planning, retirement planning, and trust services alongside insurance product offerings.

Palos Hills, Illinois

Conroy Financial Services is an investment advisory firm in Palos Hills, Illinois. Services include Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Paxton, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paxton, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Peoria, Illinois

Insurance-Based

Prudential - Carla E Clark, RICP®, MBA Financial Advisor/Financial Planner is an insurance-based firm in Peoria, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Retirement Planning. Its advisors hold RICP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Peoria, Illinois

Rooted Wealth Advisors is an investment advisory firm in Peoria, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Peoria, Illinois

Riverfront Financial Group is an investment advisory firm in Peoria, Illinois. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Peoria, Illinois

CliftonLarsonAllen Wealth Advisors in Peoria offers financial planning, investment management, and tax planning services through its SEC-registered investment advisory arm. The firm's advisors include CPAs, CFP® practitioners, and CFAs who coordinate across tax, estate, and investment strategies for business owners, families, individuals, and institutional clients. The firm provides access to a client dashboard for portfolio reporting and financial planning documents, and maintains relationships with multiple alternative investment platforms.

Peoria, Illinois

Slater Wealth Management is an investment advisory firm in Peoria, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 15 Google reviews.

Peoria, Illinois

Nash - Hasty Private Wealth Management, LLC is an investment advisory firm in Peoria, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Peoria Heights, Illinois

PalomarWealth provides financial planning and investment management services to individuals and families across central Illinois, with offices in Peoria Heights, Forsyth, and Springfield. The firm operates as a Thrivent Advisor Network partner and takes a relationship-based approach grounded in Christian values, beginning with discovery conversations about client priorities before developing customized financial strategies. Services encompass investments, retirement planning, insurance, and estate planning, with ongoing monitoring and regular client meetings. The firm works with clients from varied professional backgrounds including small business owners, farmers, and manufacturing professionals.

Peru, Illinois

Senior Watchdog, Inc. is a Peru, Illinois–based financial advisory firm specializing in retirement planning, Medicare guidance, and insurance analysis for pre-retirees and retirees. The firm operates under fiduciary standards and is led by owner Sandra Brown, a licensed financial advisor and investment adviser representative with a nursing background, supported by licensed insurance agents and planning staff. Services include asset allocation and risk management, life and long-term care insurance, Social Security and tax strategy planning, and Medicare education delivered through a five-step retirement planning process and educational seminars.

Polo, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Polo, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Quincy, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Quincy, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 4.5-star rating from 2 Google reviews.

Quincy, Illinois

Benson Financial Group is an independent firm in Quincy, Illinois that has operated for 30 years, offering retirement planning, investment management, estate planning, tax planning, insurance analysis, and financial planning services. The firm emphasizes a relationship-centered approach, beginning with discovery conversations to understand client values and goals before developing strategies. As an independent firm affiliated with LPL Financial, it serves families and individuals seeking comprehensive financial guidance across multiple planning areas.

Quincy, Illinois

Donovan Prost | Wealth Management Advisor is an investment advisory firm in Quincy, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Quincy, Illinois

Independent RIA

Heartland Financial Advisors is an independent registered investment advisor in Quincy, Illinois, led by Brian Dreier, who has worked in financial planning since 1994. The firm provides retirement planning, investment management, and related services such as college savings and estate planning strategies for individuals and families across various life stages. Operating on a fiduciary basis, the firm employs a team-based approach to develop and monitor financial strategies tailored to each client's circumstances and objectives.

Quincy, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Quincy, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Riverside, Illinois

Forum Financial Management - Financial Advisor: David McClellan, Partner is an investment advisory firm in Riverside, Illinois. The firm specializes in Retirement Planning and Investment Management. The office is open daily.

Rockford, Illinois

UMB Private Wealth Management Center in Rockford, Illinois offers financial planning, investment management, and wealth management services to individuals and institutions. The center provides portfolio management, private banking, and trust administration through an appointment-only model. Located near the intersection of Guilford Road and North Alpine Road, the Rockford office is part of UMB Bank's broader banking operations and serves as a resource for customers seeking private wealth management guidance.

Rockford, Illinois

CYRS Wealth Advisors LLC is an investment advisory firm in Rockford, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rockford, Illinois

United Capital Financial Advisors is an investment advisory firm in Rockford, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rockford, Illinois

Symmetry Financial Advisors is an investment advisory firm in Rockford, Illinois. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Rockford, Illinois

Creative Planning is an investment advisory firm in Rockford, Illinois. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rockford, Illinois

Clear Perspective Advisors offers financial planning and investment management services to individual and institutional clients from its Illinois offices. The firm's founding partners develop customized strategies based on clients' financial circumstances, income needs, risk tolerance, and return expectations, with a focus on providing independent investment analysis. The firm structures around asset allocation, portfolio construction, and access to various financial products and strategies.

Rockford, Illinois

Orange Horizon Wealth is an investment advisory firm in Rockford, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Rockford, Illinois

Jon Aldrich, CPA, CFP® - Financial Advisor at Farther is an investment advisory firm in Rockford, Illinois. The firm specializes in Estate Planning. Its advisors hold CFP and CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rockford, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Rockford, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Schaumburg, Illinois

Independent RIA

Puzzle Wealth Solutions is an independent registered investment adviser based in Schaumburg, Illinois, specializing in investment management, wealth management, and guidance for small business owners and corporate executives. The firm employs a structured planning process that includes comprehensive financial planning with annual Monte Carlo analysis, portfolio construction across equities and fixed income, coordination with clients' tax and legal advisers, insurance strategy review, and tax-efficiency planning, with quarterly and annual portfolio reviews. Puzzle Wealth was recognized as a 2025 and 2026 Forbes Best-in-State Wealth Management Team for Illinois, reflecting its compliance record and assets under management.

Shannon, Illinois

FSB Wealth Group, based in Shannon, Illinois, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm works with clients to identify their financial goals and develop strategies to work toward them.

Shelbyville, Illinois

Jerry Yockey operates Yockey Financial Services LLC in Shelbyville, Illinois, serving clients since 1992. He offers investment planning and financial advisory services, including education on investment products and programs, with an emphasis on customized strategies and ongoing plan monitoring as circumstances and markets change. The firm provides objective financial advice and works with clients to develop and implement investment solutions aligned with their goals.

Skokie, Illinois

Primerica is a financial services firm operating since 1977 that offers insurance analysis and planning alongside investment products including mutual funds, annuities, and managed investments. The firm provides access to tax-advantaged accounts such as IRAs, 403(b) plans, and college savings plans, as well as retirement plan solutions for businesses. Primerica uses a goals-based investing approach and partners with established investment companies including Fidelity, American Funds, and Franklin Templeton. The Skokie representative, Leo Reljac, holds life insurance and investment adviser representative credentials and is licensed in Illinois, Florida, and Pennsylvania.

Springfield, Illinois

PalomarWealth operates financial planning and investment management practices guided by Christian values across three Illinois locations: Springfield, Peoria Heights, and Forsyth. The firm works with individuals and families from various professional backgrounds, including small business owners and those in farming and manufacturing, using a listening-based approach to develop customized financial strategies that address investments, retirement, insurance, and estate planning. As a Thrivent Advisor Network partner, the firm emphasizes ongoing monitoring and regular client meetings to support progress toward financial objectives.

Springfield, Illinois

Eagle Strategies, based in Springfield, Illinois, provides fee-based financial planning and investment advisory services under the direction of Stephen Patton Jr. The firm is registered with the SEC as an Investment Adviser and operates as a subsidiary of New York Life Insurance Company. Patton works collaboratively with clients' existing advisors and can coordinate with subject-matter experts in estate planning, business strategy, and insurance matters through New York Life's Advanced Planning Group.

Springfield, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Springfield, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Springfield, Illinois

Lighthouse Financial & Consulting Services specializes in Medicaid planning for long-term care and nursing home cost protection throughout Illinois. The firm's team includes Joe, a graduate of The American College and College for Financial Planning, and Jerry, a Veterans Administration Accredited Claims Agent since 2009 who advises on Medicaid, veteran benefits, and long-term care strategies. Operating for over 30 years from their Springfield location, they work with clients' existing advisors and maintain relationships with legal partners to help structure asset protection and Medicaid benefit applications.

St. Charles, Illinois

Keller Peterson Wealth Advisors is an investment advisory firm in St. Charles, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Charles, Illinois

Forth Right Financial Planning - Raymond James is an investment advisory firm in St. Charles, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St. Charles, Illinois

Total Clarity Wealth Management offers investment management, financial planning, estate and legacy planning, risk management, and tax planning services to families and business owners across the United States from its St. Charles, Illinois base. The firm works with retirees, high-earners, business owners, and executives navigating complex compensation arrangements such as RSUs and stock options. Terry Murphy, a Certified Financial Planner (CFP®), is identified as a principal. The firm uses a consultative process beginning with an initial complimentary conversation and emphasizes proactive monitoring with regular strategy reviews as clients' circumstances evolve.

Swansea, Illinois

Insurance-Based

Tommy Silveus - Prudential Financial is an insurance-based firm in Swansea, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week.

Swansea, Illinois

Archford is a family office and financial advisory firm based in Swansea, Illinois, serving families and business owners across the St. Louis region in Illinois and Missouri. The firm integrates investment management, estate planning, tax strategy, and accounting services under a coordinated approach, with Chuck Brueggemann leading their Family Office Services division. Archford's process emphasizes personalized planning that adapts to changing circumstances, asset protection, tax efficiency, and multigenerational wealth transition, working alongside outside counsel and trusted advisors on succession planning, liquidity events, and family governance matters.

Thompsonville, Illinois

Legend Financial Partners, based in Thompsonville, Illinois, provides estate planning, financial planning, and investment management services. The firm serves clients across retirement planning, wealth management, business succession planning, and estate administration, with particular expertise in estate planning. Led by advisors including Trevier Minton (13+ years in financial services) and Steven J. Sandberg (25 years in financial services, holding Series 7, 24, 63, and 65 licenses), the firm emphasizes personalized strategies and employs a comprehensive planning process to address individual client circumstances.

Urbana, Illinois

The Wesselman Agency, operating under the COUNTRY Financial brand in Urbana, Illinois, offers insurance analysis and planning services alongside investment advice and financial planning through affiliated entities. The firm is backed by COUNTRY Trust Bank for trust and retirement services, COUNTRY Capital Management Company as a FINRA-registered broker-dealer, and multiple insurance carriers providing auto, home, farm, crop, commercial, and life coverage. Financial planning professionals at the firm act in a fiduciary capacity for certain services, and the agency also arranges deferred income annuities and 529 plan investments through third-party providers.

Vernon Hills, Illinois

GCD Advisors is a tax-focused firm with licensed CPA advisors operating from offices in Palatine, Illinois and Fort Myers, Florida. The firm specializes in income tax planning and preparation for professionals, business owners, pre-retirees, retirees, heirs, and related trusts, serving clients across multiple states. GCD provides concierge-level service and maintains professional relationships with estate planning attorneys and insurance specialists to support clients' broader financial needs.

Waterloo, Illinois

Schaefer Wealth Management, Inc., based in Waterloo, Illinois, offers investment management, wealth management, retirement income planning, risk management, tax planning, and estate planning services to clients nationwide. The firm is led by President Dwight Schaefer, a registered investment advisor with over 36 years of experience in financial services who operates as a fiduciary, alongside Financial Services Analyst Cole Schaefer and Client Service Manager Robin Delre. The firm coordinates with partner organizations to address clients' complete financial pictures through a unified approach.

Wheaton, Illinois

Pure Financial Advisors is a registered investment advisor offering financial planning and investment advisory services, with particular expertise in debt management. The firm's team includes professionals holding CFA, CFP, and CPA credentials. Core service areas include retirement planning, cash flow analysis, tax planning, risk management consulting, and estate planning, delivered through a customized planning process. Pure operates on a fee-only basis and maintains offices in Wheaton, Illinois and the San Diego region.

Winfield, Illinois

Winfield Wealth Advisors is a financial advisory firm based in Winfield, Illinois, offering personalized financial planning and strategy development to clients. The firm emphasizes individual attention throughout the planning process, from initial assessment through implementation and ongoing review, with a stated commitment to acting in clients' best interests. The team takes a proactive approach to address client financial goals and anticipate potential challenges over time.

Woodridge, Illinois

Ternary Advisory Group is a fiduciary financial advisory firm in Woodridge, Illinois, led by James Mosteller (J.D., ChFC®, AIF®) and Richard Holmberg, both investment advisors and attorneys. The firm provides retirement planning, asset management, insurance, tax management, and estate planning services to individuals approaching or in retirement, with a focus on personalized financial planning and investor education. The firm operates on a client-centric model emphasizing holistic financial strategies and long-term relationships rather than transactional service.