Find a Financial Advisor in Woodford County, IL


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

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We Only Work With The Best Woodford 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


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


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 Woodford County, IL

  • Financial Advisor Close to Woodford 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 Woodford County, IL

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Woodford County, IL

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

  • Population: 38,700
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $185,100
  • Average Monthly Housing Cost: $935
  • Average Household Income: $96,870
  • 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 Woodford County, IL




(309) 367-2345

800 West Mount Vernon

Metamora, IL 61548

SEC#: 801-77948
Years in Business: 8 years


Woodford County, IL Financial Advisor FAQs

There are many benefits to financial advising including saving time and energy, getting objective advice, answering any complicated questions you might have. Financial advisors help manage wealth by providing advice personalised to the client's needs.
Generally speaking, you should get a financial advisor when it becomes difficult to make decisions about your finances or difficulty managing your budget. You might also consider getting an advisor if you're having trouble understanding where your investments are going or feel like something is missing from the equation.
You should ensure your chosen financial advisor has these qualities: strong knowledge of investments, working under various career paths, adhering strongly to regulatory laws, and is practicing moderation in dependency on what they know about the client.
Financial advisors are in the business of helping their clients reach one or more goals. Typical goals include making an existing portfolio last through retirement, make a particular asset grow through knowledgeable investing, preserve wealth for future family members, accumulate college funding, and handle life events like death or divorce with minimal tax cost to the client.