Find a Financial Planner in Lombard, IL

 

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We Only Work With The Best Lombard 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 Lombard, IL


  • Financial Advisor Close to Lombard, 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 Lombard 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 Lombard 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 service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Lombard is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.0% of Lombard'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 Lombard area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Lombard area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Lombard area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lombard area who determine what breaks are available to you to minimize your tax payments. 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 Lombard 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 Lombard area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 43,998
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $260,900
  • Average Monthly Housing Cost: $1,487
  • Average Household Income: $100,270
  • 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 Lombard, IL


FORUM FINANCIAL MANAGEMENT, LP

Website

(630) 873-8520

1900 S. Highland Avenue
Suite 100
Lombard, IL 60148

SEC#: 801-69970
Years in Business: 12 years

STRATEGIC CAPITAL INVESTMENT ADVISORS INC

Website

(630) 620-6500

700 E. Butterfield Road
Ste 320
Lombard, IL 60148

SEC#: 801-56603
Years in Business: 21 years

HUNTER CAPITAL MANAGEMENT, LLC

Website

(312) 341-9727

377 E. Butterfield Rd.
Suite 220
Lombard, IL 60148

SEC#: 801-118729
Years in Business: 0 years