
Find a Financial Advisor in Springfield, IL
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We did the hard work of finding trustworthy partners in Springfield, IL.
We Only Work With The Best Springfield 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
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 Springfield, IL
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Financial Advisor Close to Springfield, IL
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Springfield, 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
Find a Fee-Only Financial Planner Near Springfield, IL
We evaluated over 13,000 RIA firms to bring you the best of the best Springfield financial advisors.
How Retirement-Friendly is Springfield, IL?
- Population: 115,888
- % of Population 62 Years and Over: 21.5%
- Average Home Value: $138,000
- Average Monthly Housing Cost: $856
- Average Household Income: $77,473
- 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.)
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The Top Financial Advisor Firms in Springfield, IL
KEB WEALTH ADVISORS
(217) 789-09603200 Robbins Road
Suite 200A
Springfield, IL 62704
SEC#: 801-62965
Years in Business: 18 years
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
(217) 753-40203000 Professional Dr.
Ste 201
Springfield, IL 62703
SEC#: 801-73087
Years in Business: 10 years
BOS ASSET MANAGEMENT, LLC
(833) 365-09183400 Wabash Avenue
Springfield, IL 62711
SEC#: 801-119836
Years in Business: 1 years
SIKICH FINANCIAL
(217) 862-18433201 West White Oaks Drive
Suite 102
Springfield, IL 62704
SEC#: 801-110142
Years in Business: 5 years
TROXELL FINANCIAL
(217) 321-3210214 South Grand Avenue West
Springfield, IL 62704
SEC#: 801-81175
Years in Business: 7 years
ROBERT GORDON & ASSOCIATES INC
(217) 698-48441201 S. Veterans Parkway Ste A
Springfield, IL 62704
SEC#: 801-107410
Years in Business: 6 years
L.A. BURTON & ASSOCIATES, INC.
(217) 726-81001224 Centre West Drive
Suite 200D
Springfield, IL 62704
SEC#: 801-61209
Years in Business: 19 years
HORACE MANN INVESTORS, INC.
(217) 789-2500One Horace Mann Plaza
Springfield, IL 62715
SEC#: 801-80964
Years in Business: 7 years
AVANTAX ADVISORY SERVICES, INC.
(217) 525-1111227 South Seventh Street
Springfield, IL 62701
SEC#: 801-29892
Years in Business: 34 years
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