Find a Financial Planner in Evanston, IL

 

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We Only Work With The Best Evanston 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 Evanston, IL


  • Financial Advisor Close to Evanston, 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 Evanston 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 Evanston 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 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 Evanston, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.1% of Evanston'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 Evanston area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Evanston area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Evanston area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Evanston 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 is a service offered by many financial advisors, planners, and other professionals in the Evanston area. Typically, it 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Evanston area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 74,587
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $422,200
  • Average Monthly Housing Cost: $1,589
  • Average Household Income: $132,172
  • 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 Evanston, IL


GRYPHON ADVISORS, LLC

Website

(847) 424-0465

1578 Sherman Avenue

Evanston, IL 60201

SEC#: 801-65911
Years in Business: 15 years

ZIMMERMAN WEALTH MANAGEMENT, LLC

Website

(847) 556-3200

500 Davis Street
Suite 1005
Evanston, IL 60201

SEC#: 801-62210
Years in Business: 17 years

ROMANO WEALTH MANAGEMENT

Website

(847) 866-7700

1560 Sherman Avenue
Ste 1300
Evanston, IL 60201

SEC#: 801-27061
Years in Business: 34 years

MAGNETAR FINANCIAL LLC

Website

(847) 905-4400

1603 Orrington Avenue
13th Floor
Evanston, IL 60201

SEC#: 801-64602
Years in Business: 15 years

FIDUS INVESTMENT ADVISORS, LLC

Website

(847) 859-3940

1603 Orrington Ave
Suite 1005
Evanston, IL 60201

SEC#: 801-72285
Years in Business: 10 years

SILVER OAK SERVICES PARTNERS,LLC

Website

(847) 332-0400

1560 Sherman Ave, Suite 1200

Evanston, IL 60201

SEC#: 801-73300
Years in Business: 9 years

LFL ADVISERS, LLC

Website

(847) 868-8750

1560 Sherman Ave
Suite 530
Evanston, IL 60201

SEC#: 801-107937
Years in Business: 4 years

LIND CAPITAL PARTNERS

Website

(312) 878-3830

500 Davis Center, Suite 1004

Evanston, IL 60201

SEC#: 801-77824
Years in Business: 8 years

EVATI ADVISORY

Website

(888) 382-8475

1880 Oak Ave, Suite 301

Evanston, IL 60201

SEC#: 801-111667
Years in Business: 3 years

INDUSTRIAL OPPORTUNITY PARTNERS, LLC

Website

(847) 556-3460

1603 Orrington Avenue
Suite 700
Evanston, IL 60201

SEC#: 801-73743
Years in Business: 9 years