Find a Financial Planner in Oak Brook, IL

 

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We Only Work With The Best Oak Brook 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 Oak Brook, IL


  • Financial Advisor Close to Oak Brook, 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 Oak Brook Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Oak Brook 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 Oak Brook can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
42.0% of Oak Brook'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 Oak Brook 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 Oak Brook 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 Oak Brook area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Oak Brook area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Oak Brook area, it typically 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 Oak Brook area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 8,075
  • % of Population 62 Years and Over: 42%
  • Average Home Value: $826,500
  • Average Monthly Housing Cost: $2,238
  • Average Household Income: $236,686
  • 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 Oak Brook, IL


ENSENIA WEALTH, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-60053
Years in Business: 20 years

INVESTMENT CONSULTING SERVICES, LLC

Website

(630) 928-1052

2215 York Road
Suite 206
Oak Brook, IL 60523

SEC#: 801-61387
Years in Business: 18 years

INLAND INSTITUTIONAL CAPITAL, LLC

Website

(630) 218-8000

2901 Butterfield Road

Oak Brook, IL 60523

SEC#: 801-74463
Years in Business: 9 years

STONEBRIDGE WEALTH MANAGEMENT LLC

Website

(630) 230-1830

1010 Jorie Blvd
Suite 144
Oak Brook, IL 60523

SEC#: 801-112745
Years in Business: 3 years

TALL PINES CAPITAL, LLC

Website

(630) 564-1348

1010 Jorie Blvd.
Suite 144
Oak Brook, IL 60523

SEC#: 801-114900
Years in Business: 2 years

ALLIED ASSET ADVISORS INC

Website

(630) 789-0453

715 Enterprise Drive

Oak Brook, IL 60523

SEC#: 801-57323
Years in Business: 21 years

OAK ASSET MANAGEMENT, LLC

Website

(630) 928-5200

903 Commerce Drive
Suite #333
Oak Brook, IL 60523

SEC#: 801-71486
Years in Business: 10 years

WHITNELL & CO

Website

(630) 575-2300

701 Harger Road
Suite 190
Oak Brook, IL 60523

SEC#: 801-36433
Years in Business: 31 years

MONEY MANAGERS ADVISORY

Website

(630) 990-7174

1211 W. 22nd Street, Suite 800

Oak Brook, IL 60523

SEC#: 801-111916
Years in Business: 3 years

LANDMARK CAPITAL INC.

Website

(630) 990-1800

1100 Jorie Blvd, Suite 364

Oak Brook, IL 60523

SEC#: 801-110678
Years in Business: 3 years