Find a Financial Advisor in Burr Ridge, IL

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Burr Ridge 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 Burr Ridge, IL


  • Financial Advisor Close to Burr Ridge, 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 Burr Ridge, 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 Burr Ridge, IL

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


How Retirement-Friendly is Burr Ridge, IL?

  • Population: 10,763
  • % of Population 62 Years and Over: 32.2%
  • Average Home Value: $713,600
  • Average Monthly Housing Cost: $2,477
  • Average Household Income: $249,719
  • 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 Burr Ridge, IL

 

4WEALTH ADVISORS, INC.

Website

(708) 695-5300

745 Mcclintock Drive
Suite 150
Burr Ridge, IL 60527

SEC#: 801-113392
Years in Business: 3 years

MPS-LORIA FINANCIAL PLANNERS,LLC

Website

(630) 887-4404

7500 South County Line Road

Burr Ridge, IL 60527

SEC#: 801-66518
Years in Business: 15 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

KESTRA ADVISORY SERVICES, LLC

Website

(630) 686-3900

745 Mcclintock
Suite 120
Burr Ridge, IL 60527

SEC#: 801-56126
Years in Business: 23 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

STRATEGIQ FINANCIAL GROUP, LLC

Website

(630) 455-4700

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, IL 60527

SEC#: 801-68171
Years in Business: 14 years

 


Burr Ridge, IL Financial Advisor FAQs

A financial advisor is a professional who provides advice and services about how to use money, investments, and savings.
If you are asking about investing money, ask about reported returns, fees charged by the advisor themselves and their company, whether they are a fiduciary - which means that if your investments are an IRA or 401K for example, then they have to follow strict laws mandating that they act in your best interest. What's more is that many of them will charge more for advice regarding stocks vs. mutual funds.
The cost of hiring a financial advisor varies greatly depending on the following factors: services required, location, complexity of client's individual situation, number of visits needed to provide full service. Overall pricing should be discussed with an advisor before any agreement is made.
First, you should do some research. Make a list of potential candidates and ask around to see if people have any experience with them. Keep in mind that when choosing a financial advisor, you will be entrusting someone with your life and retirement and it’s important that they are well-qualified and trustworthy.