Find a Financial Advisor in Springfield, IL

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

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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.

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 Springfield, IL


  • Financial Advisor Close to Springfield, 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 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

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

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.
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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.)



The Top Financial Advisor Firms in Springfield, 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

 


Springfield, IL Financial Advisor FAQs

Springfield is 80 miles (130 kilometers) northeast of St. Louis, Illinois' central region. The Champaign/Urbana area is to the east, Peoria is to the north, and Bloomington–Normal is to the northeast. Memorial Medical Center, with over 5,854 employees, is the city's largest employer, according to the city's 2015 Comprehensive Annual Financial Report. Springfield has been dubbed the "City of Firsts" because of its long history of innovation, which includes the United States' first Armory and military arsenal and the first American-made vehicle. A team of financial advisors is ready to help you in Springfield, Illinois, the largest city in Sangamon County. Aside from interstate access, this city and its county are served by five Class I railways and two short line railroads, which provide direct distribution to key markets across the U.S. Some major cities near the area include Saint Louis, Chicago, and Indianapolis. There will be one for you with all the financial advisors close to Springfield, Illinois, that we have scouted below.

Consider a few important factors when choosing a financial advisor. Check to see if the advisor has professional certification, check for their work history and make certain that they have an appropriate level of investment experience.

Some financial advisors you can meet with on an hourly basis while some will charge a percentage of assets that they manage for you. Costs vary from advisor to advisor and the scope of money management they offer.

Just a few questions you should ask a certified financial advisor are if they have insurance, portfolio management or securities registered. You can also ask what type of licensure they have and whether their employer offers tax planning.

Financial advisors help investors with their financial decisions. These can include retirement planning or an evaluation of various investment opportunities that will meet the requirements of the investor's goal. A successful advisor will work with their clients to assess what they want out of investments given their risk tolerance and timeline for money usage.