Find a Financial Advisor in Batavia, IL

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Batavia 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Batavia, 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

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

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


How Retirement-Friendly is Batavia, IL?

  • Population: 26,250
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $304,100
  • Average Monthly Housing Cost: $1,668
  • Average Household Income: $122,297
  • 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 Batavia, IL

 

MASUS FINANCIAL GROUP, LTD.

Website

(630) 879-8464

515 N. River Street
Suite 100
Batavia, IL 60510

SEC#: 801-101531
Years in Business: 6 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(815) 994-3550

115 Flinn Street
Suite B
Batavia, IL 60510

SEC#: 801-69266
Years in Business: 13 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(815) 994-3550

115 Flinn Street
Suite B
Batavia, IL 60510

SEC#: 801-69266
Years in Business: 13 years

SIGNATURE FINANCIAL SERVICES, LTD

Website

(630) 761-9600

536 Windsor Lane

Batavia, IL 60510

SEC#: 801-64258
Years in Business: 16 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(815) 994-3550

115 Flinn Street
Suite B
Batavia, IL 60510

SEC#: 801-69266
Years in Business: 13 years

TOTAL CLARITY WEALTH MANAGEMENT, INC

Website

(630) 485-5907

Criterion Wealth Advisors, Inc
201 Houston Suite 102
Batavia, IL 60510

SEC#: 801-67755
Years in Business: 14 years

TC WEALTH PARTNERS, LLC

Website

(630) 545-2200

1605 W. Wilson Street
Suite 109
Batavia, IL 60510

SEC#: 801-108371
Years in Business: 5 years

TOTAL CLARITY WEALTH MANAGEMENT, INC

Website

(630) 485-5907

Criterion Wealth Advisors, Inc
201 Houston Suite 102
Batavia, IL 60510

SEC#: 801-67755
Years in Business: 14 years

BMO HARRIS FINANCIAL ADVISORS, INC

Website

(630) 406-5648

155 West Wilson

Batavia, IL 60510

SEC#: 801-64847
Years in Business: 16 years

 


Batavia, IL Financial Advisor FAQs

Financial advisors charge a fee for their advisory service and will often offer additional services such as financial modeling, asset management or retirement income planning.
Yes. It's highly recommended that everyone have an unbiased financial advisor whom they trust to advise them on how to use their surplus monthly income or pooled assets to protect themselves and their family. This is because, for many people, not having an impartial person who can help them see where all of their money goes is equivalent to just throwing it away every month—without someone telling you.
Ultimately, the best questions for a financial advisor depend on your personal finances and your needs. A good starting point would be to ask them if they help you work through things like an emergency fund and insurance options during the initial consultation.
Financial advisors advise their clients on the best way to invest their money by analyzing various options and recommending courses of action.