Find a Financial Advisor in Highland Park, IL

 

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

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We Only Work With The Best Highland Park 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Highland Park, IL


  • Financial Advisor Close to Highland Park, 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

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

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

  • Population: 29,628
  • % of Population 62 Years and Over: 27%
  • Average Home Value: $586,200
  • Average Monthly Housing Cost: $2,502
  • Average Household Income: $231,170
  • 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 Highland Park, IL

 

FORT SHERIDAN ADVISORS LLC

Website

(847) 559-9700

600 Central Avenue
Suite 365
Highland Park, IL 60035

SEC#: 801-70517
Years in Business: 12 years

INSIGHT SECURITIES, INC.

Website

(224) 632-4700

600 Central Ave.
Suite 265
Highland Park, IL 60035

SEC#: 801-12999
Years in Business: 44 years

COE CAPITAL MANAGEMENT, LLC

Website

(847) 597-1700

430 Park Avenue
Suite 2B
Highland Park, IL 60035

SEC#: 801-56483
Years in Business: 22 years

SILVERPEPPER LLC

Website

(847) 637-0195

332 Skokie Valley Road
Suite 224
Highland Park, IL 60035

SEC#: 801-78000
Years in Business: 8 years

NEW VERNON WEALTH MANAGEMENT LLC

Website

(847) 926-5700

799 Central Ave
Suite 350
Highland Park, IL 60035

SEC#: 801-77619
Years in Business: 9 years

NEW VERNON INVESTMENT MANAGEMENT LLC

Website

(847) 926-5700

799 Central Ave
Suite 350
Highland Park, IL 60035

SEC#: 801-73602
Years in Business: 9 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(847) 559-9703

600 Central Ave
Suite 365
Highland Park, IL 60035

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(847) 559-9703

600 Central Ave
Suite 365
Highland Park, IL 60035

SEC#: 801-68953
Years in Business: 13 years

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Website

(888) 681-0082

610 Central Ave.

Highland Park, IL 60035

SEC#: 801-27047
Years in Business: 35 years

 


Highland Park, IL Financial Advisor FAQs

Typically questions relating to a few points of interest that you may have - such as what investment advisors do for a living, why should I trust someone who sells their services rather than buying stocks myself through an online broker, and if there are any complaints against them pending with regulatory agencies.
To decide whether or not you need a financial advisor, we first need to look at your current situation and determine what you would like to accomplish. An advisor can help review your assets and liabilities, investments and insurance products, cash flows and estate plans. Some people don't feel comfortable with the idea of entrusting someone else with their finances or financial decisions. If that's the case then it may be best that you discuss these concerns with an advisor before making a decision as there are times when it is worth paying for this sort of expertise because it can be difficult and nearly impossible to know about all available resources on retirement, savings, and investing without some guidance.
There are many hourly rates, prices for agreement-based services, flat fees based on net worth or assets under management. Financial advice is tailored to your specific needs and budget.wn the line. The more knowledgeable you are about finances the better since you will be able to compare numbers for things like investment fees or endowments.
First, make sure you are aware of any certified or professional designations they may have. Second, always ask for recent client references. And third, do your research before deciding on an advisor by asking questions to determine what knowledge and experience the advisor will bring to your situation.