Find a Financial Advisor in Sangamon County, IL

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Sangamon County, IL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Sangamon County 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 Sangamon County, IL


  • Financial Advisor Close to Sangamon County, 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 Sangamon County, 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 Sangamon County, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Sangamon County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Sangamon County, IL?

  • Population: 196,861
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $146,500
  • Average Monthly Housing Cost: $887
  • Average Household Income: $82,375
  • 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 Sangamon County, IL

 

KEB WEALTH ADVISORS

Website

(217) 789-0960

3200 Robbins Road
Suite 200A
Springfield, IL 62704

SEC#: 801-62965
Years in Business: 18 years

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Website

(217) 753-4020

3000 Professional Dr.
Ste 201
Springfield, IL 62703

SEC#: 801-73087
Years in Business: 10 years

BOS ASSET MANAGEMENT, LLC

Website

(833) 365-0918

3400 Wabash Avenue

Springfield, IL 62711

SEC#: 801-119836
Years in Business: 1 years

SIKICH FINANCIAL

Website

(217) 862-1843

3201 West White Oaks Drive
Suite 102
Springfield, IL 62704

SEC#: 801-110142
Years in Business: 5 years

TROXELL FINANCIAL

Website

(217) 321-3210

214 South Grand Avenue West

Springfield, IL 62704

SEC#: 801-81175
Years in Business: 7 years

ROBERT GORDON & ASSOCIATES INC

Website

(217) 698-4844

1201 S. Veterans Parkway Ste A

Springfield, IL 62704

SEC#: 801-107410
Years in Business: 6 years

L.A. BURTON & ASSOCIATES, INC.

Website

(217) 726-8100

1224 Centre West Drive
Suite 200D
Springfield, IL 62704

SEC#: 801-61209
Years in Business: 19 years

HORACE MANN INVESTORS, INC.

Website

(217) 789-2500

One Horace Mann Plaza

Springfield, IL 62715

SEC#: 801-80964
Years in Business: 7 years

AVANTAX ADVISORY SERVICES, INC.

Website

(217) 525-1111

227 South Seventh Street

Springfield, IL 62701

SEC#: 801-29892
Years in Business: 34 years

 


Sangamon County, IL Financial Advisor FAQs

Sangamon County is located in the heart of the state of Illinois, United States. Springfield, the state capital, is the county seat and largest city. The Springfield, Illinois Metropolitan Statistical Area includes Sangamon County. The Sangamon County area is home to global leaders in healthcare, manufacturing, professional business services, technology, and other fields. The county's top employer is its government itself, employing 650 workers. For many years, Sangamon was known as the Lincoln Home National Historic Site site, which protects Abraham Lincoln's home and surrounding historic area in Springfield, Illinois, where he lived from 1844 to 1861 before becoming the 16th president of the United States. The four blocks around the White House and a tourist center make up the presidential memorial. It's important to reach out to only the trusted financial advisors in your area. We've got a couple of financial advisors serving in Sangamon County, Illinois, to introduce you to them. It was created in 1821 and is situated in the middle of its state. It is a component of the Springfield, IL Metropolitan Statistical Area. Its seat, also the state capital, is the City of Springfield. To the north of this county are Menard County and Logan County, to the east is Macon County, to the south are Montgomery County and Macoupin County, and to the west are Morgan County and Cass County. Sangamon County, Illinois's financial advisors, are in high demand, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

You'll want to look for someone whose personal philosophy meets the standards of the profession- ask about their professional qualifications and what methods they use when working with clients like yourself.

A financial advisor can assist with maneuvering your situations while considering unique situation at the same time - providing you with advice that encompasses everything from investment options to mortgages or other real estate purchases or refinancing an existing mortgage.

A financial advisor can help you find investments that will provide the most return for your current portfolio. Advisors may also be licensed to offer life insurance, legal assistance, and other types of services related to their background.

You should get a financial advisor as soon as possible. Speaking with one is the easiest way to know if you have a good grasp on your finances and what's going on in your life financially.

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.