Find a Financial Planner in Cook County, IL

 

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

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We Only Work With The Best Cook County 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 Cook County, IL


  • Financial Advisor Close to Cook County, 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 Cook County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Cook County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Cook County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.7% of Cook County'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 Cook County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Cook County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Cook County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Cook County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the Cook County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Cook County 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 Cook County, 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 Cook County, IL

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

  • Population: 5198,275
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $255,700
  • Average Monthly Housing Cost: $1,273
  • Average Household Income: $95,677
  • 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 Cook County, 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