Fiduciary advisors in Decatur, IL

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.

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

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

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.