Find a Financial Advisor in North Barrington, IL

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We Only Work With The Best North Barrington 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

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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 North Barrington, IL


  • Financial Advisor Close to North Barrington, 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 North Barrington, 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 North Barrington, IL

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

  • Population: 2,982
  • % of Population 62 Years and Over: 26.1%
  • Average Home Value: $684,500
  • Average Monthly Housing Cost: $3,038
  • Average Household Income: $249,361
  • 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 North Barrington, IL

 

CAFG WEALTH MANAGEMENT, INC.

Website

(847) 991-1099

110 S Wynstone Park Drive
Suite 103
North Barrington, IL 60010

SEC#: 801-77473
Years in Business: 9 years

FINANCIAL SOLUTIONS, LLC

Website

(312) 243-0155

108 South Wynstone Park Drive
Suite 110
North Barrington, IL 60010

SEC#: 801-107129
Years in Business: 6 years

FINANCIAL SOLUTIONS, LLC

Website

(312) 243-0155

108 South Wynstone Park Drive
Suite 110
North Barrington, IL 60010

SEC#: 801-107129
Years in Business: 6 years

FINANCIAL SOLUTIONS, LLC

Website

(312) 243-0155

108 South Wynstone Park Drive
Suite 110
North Barrington, IL 60010

SEC#: 801-107129
Years in Business: 6 years

 


North Barrington, IL Financial Advisor FAQs

North Barrington is a village located in Lake County, Illinois. North Barrington is divided into several communities, including Biltmore, Oaksbury, and Wynstone. Idealease is a small and notable transportation firm situated in North Barrington, Illinois that employs only 125 people and generates $2.0 million in yearly revenue. North Barrington, Illinois is best known for being a wealthy and opulent suburb of Chicago. It is home to some of the most expensive real estate in the country. Despite its upscale reputation, North Barrington is surprisingly accessible, with easy access to both I-90 and the Metra rail system. Our financial advisors are ready to serve you in North Barrington, IL. North Barrington is a village located in Lake County, Illinois. In 2019, its population was estimated to be at 2,952. North Barrington has a total area of 4.896 square miles (12.68 km2). North Barrington Elementary School serves the majority of North Barrington and is the only public school inside the village. North Barrington is regarded as one of Illinois' best locations to live as it provides inhabitants a rural environment and vibe. There are many financial advisors close by, and the list below should help you find one that is right for your needs.

There are two types of financial advisors. The first, and most common type, is a fee-only advisor which charges a percentage based on the account balance. They typically charge between 1% and 1.5%. The other type is commission based advisors who earn money by receiving commissions from the transactions they make you do, such as turning your IRA into a Roth IRA or buying certain bonds for your retirement portfolio.

Financial experts recommend choosing an advisor with a CFP designation, which can be verified on the website of the NAPFA. If possible, set up a face-to-face meeting with several advisors before making your final decision. You want to know that you can work well with this person before entrusting them with your financial future.

You may need a financial advisor, because advisors can help establish the right protection to suit your income and objective. For example, you'll want insurance coverage for disability and injury that would allow you to continue to work if injured or sick. There is also Medicare which covers certain medical expenses at a high level; but not everyone is eligible and the coverage caps off after awhile. Good planning should start early in life with smaller contributions gradually increasing as life-expectancy sinks lower and lower. You'll want investments so when you retire, these efforts will generate enough income through investment yield instead of just withdrawing from savings accounts.

Ask questions like: "What is your investment process?" "How will my assets be protected?" and, "How will we keep in touch on developments that might affect my health care during retirement?"

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.