Find a Financial Planner 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 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 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

 

How Can a CFP® in Springfield Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Springfield area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Springfield offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
21.5% of Springfield's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Springfield area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Springfield area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Springfield area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Springfield area often offer tax planning services to their clients. 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 Springfield 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 Springfield area when dealing with high-interest credit card debt and private student loans.

 

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: 17 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: 9 years

BOS ASSET MANAGEMENT, LLC

Website

(833) 365-0918

3400 Wabash Avenue

Springfield, IL 62711

SEC#: 801-119836
Years in Business: 0 years

SIKICH FINANCIAL

Website

(217) 862-1843

3201 West White Oaks Drive
Suite 102
Springfield, IL 62704

SEC#: 801-110142
Years in Business: 4 years

TROXELL FINANCIAL

Website

(217) 321-3210

214 South Grand Avenue West

Springfield, IL 62704

SEC#: 801-81175
Years in Business: 6 years

ROBERT GORDON & ASSOCIATES INC

Website

(217) 698-4844

1201 S. Veterans Parkway Ste A

Springfield, IL 62704

SEC#: 801-107410
Years in Business: 5 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: 18 years

HORACE MANN INVESTORS, INC.

Website

(217) 789-2500

One Horace Mann Plaza

Springfield, IL 62715

SEC#: 801-80964
Years in Business: 6 years