Find a Financial Planner 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 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 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

 

How Can a CFP® in Highland Park Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Highland Park 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Highland Park can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
27.0% of Highland Park'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 Highland Park area can create a custom plan and walk with you each step of the way.
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 Highland Park 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 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 Highland Park area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Highland Park 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 Highland Park 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 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 Highland Park 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 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: 11 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: 8 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