Find a Financial Planner in Aurora, IL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Aurora, IL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Aurora Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Aurora, IL


  • Financial Advisor Close to Aurora, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Aurora Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Aurora area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Aurora is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
11.3% of Aurora's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Aurora area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Aurora area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Aurora area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Aurora area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Illinois has unique laws defining which actions trigger a taxable event and has the 9th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Aurora area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Aurora area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Aurora, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aurora, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Aurora financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Aurora, IL?

  • Population: 199,927
  • % of Population 62 Years and Over: 11.3%
  • Average Home Value: $189,900
  • Average Monthly Housing Cost: $1,334
  • Average Household Income: $94,667
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


The Top Financial Advisor Firms in Aurora, IL


CLEAR PERSPECTIVE ADVISORS, LLC

Website

(630) 780-1701

201 N. Constitution Dr.
Suite 2
Aurora, IL 60506

SEC#: 801-72318
Years in Business: 10 years

REZNY WEALTH MANAGEMENT, INC.

Website

(630) 527-1897

75 Executive Drive
Suite 325
Aurora, IL 60504

SEC#: 801-79468
Years in Business: 7 years

RIVER STREET ADVISORS, LLC

Website

(630) 844-5730

37 S. River Street

Aurora, IL 60506

SEC#: 801-119750
Years in Business: 0 years