Find a Financial Planner in DuPage County, IL

 

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

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We Only Work With The Best DuPage 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 DuPage County, IL


  • Financial Advisor Close to DuPage 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 DuPage County 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 DuPage County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in DuPage County 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.
18.7% of DuPage County'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 DuPage County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the DuPage County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the DuPage County area an ongoing effort.
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 DuPage 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the DuPage County 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 DuPage 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 DuPage 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 DuPage County, IL

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

  • Population: 929,060
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $312,700
  • Average Monthly Housing Cost: $1,539
  • Average Household Income: $123,178
  • 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 DuPage County, IL


ENSENIA WEALTH, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-60053
Years in Business: 20 years

INVESTMENT CONSULTING SERVICES, LLC

Website

(630) 928-1052

2215 York Road
Suite 206
Oak Brook, IL 60523

SEC#: 801-61387
Years in Business: 18 years

INLAND INSTITUTIONAL CAPITAL, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-74463
Years in Business: 9 years

STONEBRIDGE WEALTH MANAGEMENT LLC

Website

(630) 230-1830

1010 Jorie Blvd
Suite 144
Oak Brook, IL 60523

SEC#: 801-112745
Years in Business: 3 years

TALL PINES CAPITAL, LLC

Website

(630) 564-1348

1010 Jorie Blvd.
Suite 144
Oak Brook, IL 60523

SEC#: 801-114900
Years in Business: 2 years

ALLIED ASSET ADVISORS INC

Website

(630) 789-0453

715 Enterprise Drive

Oak Brook, IL 60523

SEC#: 801-57323
Years in Business: 21 years

OAK ASSET MANAGEMENT, LLC

Website

(630) 928-5200

903 Commerce Drive
Suite #333
Oak Brook, IL 60523

SEC#: 801-71486
Years in Business: 10 years

WHITNELL & CO

Website

(630) 575-2300

701 Harger Road
Suite 190
Oak Brook, IL 60523

SEC#: 801-36433
Years in Business: 31 years

MONEY MANAGERS ADVISORY

Website

(630) 990-7174

1211 W. 22nd Street, Suite 800

Oak Brook, IL 60523

SEC#: 801-111916
Years in Business: 3 years

LANDMARK CAPITAL INC.

Website

(630) 990-1800

1100 Jorie Blvd, Suite 364

Oak Brook, IL 60523

SEC#: 801-110678
Years in Business: 3 years