Find a Financial Planner in Chicago, IL

 

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

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We Only Work With The Best Chicago 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 Chicago, IL


  • Financial Advisor Close to Chicago, 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 Chicago Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Chicago area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Chicago offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
15.5% of Chicago's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Chicago area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Chicago area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Chicago area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Chicago area is generally long-term and performed with the help of a qualified planner. 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 Chicago 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 is a good way to make high-interest debts more manageable. Advisors in the Chicago area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Chicago financial advisors.
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How Retirement-Friendly is Chicago, IL?

  • Population: 2709,534
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $272,700
  • Average Monthly Housing Cost: $1,241
  • Average Household Income: $90,713
  • 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 Chicago, IL


ACCESS FINANCIAL GROUP, INC.

Website

(312) 655-8200

118 N. Clinton Street
Suite 450
Chicago, IL 60661

SEC#: 801-48092
Years in Business: 26 years

DRIEHAUS CAPITAL MANAGEMENT LLC

Website

(312) 587-3800

25 East Erie Street

Chicago, IL 60611

SEC#: 801-18439
Years in Business: 38 years

SKYLINE ASSET MANAGEMENT, L.P.

Website

(312) 913-0900

120 S. Lasalle Street
Suite 1400
Chicago, IL 60603

SEC#: 801-49603
Years in Business: 25 years

BMO ASSET MANAGEMENT CORP.

Website

(312) 461-7699

115 South Lasalle Street
11W
Chicago, IL 60603

SEC#: 801-35533
Years in Business: 31 years

TILDEN LOUCKS & WOODNORTH LLC

Website

(312) 475-1400

150 North Michigan Ave.
Suite 819
Chicago, IL 60601

SEC#: 801-47188
Years in Business: 26 years

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

Website

(312) 263-2610

200 South Wacker Drive
Suite 500
Chicago, IL 60606

SEC#: 801-14813
Years in Business: 41 years

C.W. HENDERSON & ASSOCIATES, INC.

Website

(312) 222-1401

20 West Kinzie Street
Suite 1100
Chicago, IL 60654

SEC#: 801-38064
Years in Business: 30 years

UBS OCONNOR LLC

Website

(312) 525-6000

One North Wacker Drive, Floor 31

Chicago, IL 60606

SEC#: 801-57469
Years in Business: 20 years

MATRIX CAPITAL ADVISORS, LLC

Website

(312) 612-6100

200 South Wacker Drive
Suite 680
Chicago, IL 60606

SEC#: 801-58076
Years in Business: 20 years

NEW ENGLAND RESEARCH & MANAGEMENT, INC.

Website

(312) 212-1704

53 West Jackson Blvd
603
Chicago, IL 60604

SEC#: 801-14380
Years in Business: 42 years