Find a Financial Advisor in Mount Prospect, IL


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We Only Work With The Best Mount Prospect Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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


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


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 Mount Prospect, IL

  • Financial Advisor Close to Mount Prospect, 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 Mount Prospect, IL

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Mount Prospect, IL

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

  • Population: 54,604
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $339,000
  • Average Monthly Housing Cost: $1,300
  • Average Household Income: $102,630
  • 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 Mount Prospect, IL




(847) 577-7003

200 E. Evergreen Ave.
Suite 114
Mt. Prospect, IL 60056

SEC#: 801-36259
Years in Business: 21 years


Mount Prospect, IL Financial Advisor FAQs

There are many ways that financial advisors get compensated, and no one way is the best for everyone. The most common models used to compensate advisors are: A percentage of assets under advisement, typically around 1% -2%. The percent represented often ranges from 0.5%-1%, but there are some cases where it stays at 1%.
Of course, you need a financial advisor. Financial advisors help their clients manage their money more effectively by providing ideas on savings, investments, insurance and taxes in a professional capacity.
When choosing your future financial planner or advisor, go in knowing what exactly it is that you're looking for. Go into the meeting prepared to ask questions about their qualifications, track record and philosophies so that you will have all the information necessary when making your final decision.
If you're looking for a financial advisor to take care of your investment needs, here's what you should look for before hiring one: Be clear about what your objectives are - Where do you want to go with your investments? Do you need someone who will handle all aspects of management or just help choose stocks?