Find a Financial Advisor in Lake Forest, IL

 

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We did the hard work of finding trustworthy partners in Lake Forest, IL.

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We Only Work With The Best Lake Forest 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 Lake Forest, IL


  • Financial Advisor Close to Lake Forest, 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 Lake Forest, 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 Lake Forest, IL

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

  • Population: 19,173
  • % of Population 62 Years and Over: 27.4%
  • Average Home Value: $886,500
  • Average Monthly Housing Cost: $2,937
  • Average Household Income: $269,555
  • 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 Lake Forest, IL

 

ALLEY COMPANY, LLC

Website

(847) 482-0938

585 Bank Lane
Suite 2400
Lake Forest, IL 60045

SEC#: 801-60264
Years in Business: 20 years

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Website

(888) 375-4918

222 E. Wisconsin Ave
Suite 102
Lake Forest, IL 60045

SEC#: 801-92175
Years in Business: 6 years

RANGER INTERNATIONAL MANAGEMENT, L.P.

Website

(214) 871-5200

263 Market Square
Suite B
Lake Forest, IL 60045

SEC#: 801-71679
Years in Business: 11 years

GEM FINANCIAL ADVISORS, INC.

Website

(847) 680-3082

810 S. Waukegan Road
Suite 200
Lake Forest, IL 60045

SEC#: 801-70834
Years in Business: 12 years

CRESCENT GROVE ADVISORS

Website

(847) 752-0292

100 North Field Drive
Suite 215
Lake Forest, IL 60045

SEC#: 801-79577
Years in Business: 7 years

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Website

(847) 739-3200

272 East Deerpath Road, Suite 350

Lake Forest, IL 60045

SEC#: 801-73397
Years in Business: 9 years

TSFG, LLC

Website

(847) 735-7100

1052 N Western Avenue

Lake Forest, IL 60045

SEC#: 801-99339
Years in Business: 6 years

QUANTUM PRIVATE WEALTH, LLC

Website

(847) 474-1400

249 Market Square Ct

Lake Forest, IL 60045

SEC#: 801-118195
Years in Business: 1 years

PARALLEL49 EQUITY

Website

(847) 295-4410

225 East Deerpath Road, Suite 200

Lake Forest, IL 60045

SEC#: 801-74029
Years in Business: 9 years

 


Lake Forest, IL Financial Advisor FAQs

A financial advisor helps clients that need to manage their money and plan for the future
A financial advisor typically gets paid either by a flat fee, an hourly rate for services rendered, or a percentage of the assets they advise.
Yes, there are many financial advisors that can help give an assessment of your current financial situation and then work with you on managing your finances. They're able to provide expertise in areas like interpreting the tax code, assisting with investment decisions, retirement savings, investing for college education expenses.
The rules of thumb for choosing a financial advisor are the same as that of any professional. Look for personal integrity, experience, and cost effectiveness.