Fiduciary advisors in Naperville, IL

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

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

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

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

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

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

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.

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

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.