Find a Financial Planner in Elmhurst, IL

 

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We Only Work With The Best Elmhurst 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 Elmhurst, IL


  • Financial Advisor Close to Elmhurst, 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 Elmhurst Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Elmhurst area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Elmhurst, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.8% of Elmhurst'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 Elmhurst area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Elmhurst area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Elmhurst area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Elmhurst 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 Elmhurst 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 Elmhurst 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 Elmhurst, 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 Elmhurst, IL

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

  • Population: 46,463
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $461,800
  • Average Monthly Housing Cost: $1,933
  • Average Household Income: $163,347
  • 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 Elmhurst, IL


LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Website

(630) 600-0500

940 N. Industrial Dr.

Elmhurst, IL 60126

SEC#: 801-33422
Years in Business: 32 years

GRAYBILL BARTZ ASSOCIATES, LTD

Website

(630) 941-9460

135 S Cottage Hill Ave

Elmhurst, IL 60126

SEC#: 801-5921
Years in Business: 51 years

MENTOR CAPITAL MANAGEMENT INC.

Website

(630) 530-1191

257 N. West Ave.
Suite 205
Elmhurst, IL 60126

SEC#: 801-118368
Years in Business: 1 years

SAWYER FALDUTO ASSET MANAGEMENT, LLC

Website

(630) 941-8560

589 S. York Street

Elmhurst, IL 60126

SEC#: 801-68317
Years in Business: 13 years