Financial Advisors in Itasca, Illinois (Dupage County)

Sue Stevens, CFA, CFP, CPA/PFS, MBA, MS
Stevens Wealth Management is an independent fee-only asset management and strategic planning firm located on Chicago’s North Shore in Deerfield, IL. Our mission is to proactively act in our client’s best interest as a fiduciary. Our goal is to help clients attain peace of mind through a process of visionary, comprehensive investment management and retirement strategies. At Stevens Wealth Management we believe a successful advisory relationship is a partnership where all parties bring honesty, integrity and intelligence to the table.... See More

Jeffrey Dvorak, CFP
4D is an independent financial advisory and asset management firm at the leading edge of new thinking and innovative practice on personal financial planning. We are committed to creating customized financial solutions to meet our clients’ needs. Our goal is to become your trusted partner. We want you to feel better about life in general because you have set a course to achieve your financial goals. That, to us, is the core of personal financial success.... See More

Jennifer Sanchez, BS, CFP, CPA
Integral Financial Planning LLC is a fee-only comprehensive financial planning firm, and our mission is to assist our clients in making their financial goals a reality. The name “Integral“ was chosen to reflect our financial planning philosophy. Integral is defined as all-encompassing, comprehensive and inclusive. The Integral Approach incorporates many different perspectives, styles and methodologies into a holistic plan. We review our clients’ entire financial situation, apply our extensive experience, and then construct a personalized plan. Our customized strategies include the areas of cash management, investments, retirement analysis, college planning, risk management, estate planning and other financial topics identified through the comprehensive review process.... See More

Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team of professionals. In addition to being Certified Financial Planners, all are either Certified Public Accountants or have advanced education degrees.
We work closely with our clients to understand their long-term goals which may include building their wealth, creating a retirement income strategy, or navigating a life transition.
We manage our clients' portfolios by designing globally diverse portfolios with a strong sensitivity to minimizing taxes and costs whenever possible.
Currently we have over 200 wealth client relationships, manage over 500 investment portfolios and prepare over 400 tax returns each year.
We believe that building trust and continuity is important in our financial planning relationships which is why we do not provide financial planning services on an hourly basis. Our asset management minimum is $1 million and our annual asset management fee starts at 1% on the first $2 million and decreases as assets increase.... See More

Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry. Some of our clients have a clear vision for their future; others need help shaping one. With our wealth management process, Sebold Capital will help sharpen your focus, create tangible steps for moving forward, support you over the long term, give you the flexibility to recalibrate your course as life often requires, and help successful small and mid-size business owners transform their finances to make work optional.
Please visit us at seboldcapital.com.... See More

Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our diverse client base includes individuals, families, professionals and retirees.We have unparalleled experience, credentials and understanding of global markets and the ability to structure portfolios that best support our clients unique objectives.We appreciate the need for, and highly value, proactive communication with clients, especially when market conditions become unstable.It is key that we meet/speak with our clients several times per year to discuss markets as well as understand changes in personal circumstances that may impact how assets are best managed.Our low-cost approach to planning is amongst the most competitive in the industry. Never will a client incur a sales load or other type of charge. We adhere to a fixed percentage of assets under management fee schedule. No hidden fees, simple to understand.We provide clients with access to no-load mutual funds offered by Dimensional Fund Advisors, a top-tier manager. These highly-rated funds are not available to the general investing public.Clients are relieved of the responsibilities associated with managing portfolios, and instead, are free to focus on other important aspects of their lives, such as families and other personal pursuits.Founded in 2001 by a seasoned investment professional with over 25 years of private and institutional portfolio management experience. Our clients work with an actual portfolio manager, not a salesperson or broker.Please... See More

Thomas Zimmerman, CFP
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any payments from anyone other than our clients. ZWM provides objective advice, and we have achieved competitive returns, while usually providing lower-than-market volatility. Another one of our primary goals is to deliver the best in personalized service. Prior to opening ZWM, Tom Zimmerman advised the same clients while a partner at another firm. Most of Tom's clients have been with him for over 10 years, and many for over 20 years. Please visit our website, www.ZimmermanWealth.com for more information. Feel free to contact us to learn more about our firm, and to obtain references. We look forward to the opportunity to learn about your situation, and to see if ZWM would be a good fit for you.... See More

Danielle Schultz, CDFA, CFP
Haven Financial Solutions is a fee-only financial planning firm. That means our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling you any financial products. You can trust us to offer you professional financial advice tailored to your own unique needs and goals. We can work with you on a comprehensive investment portfolio design and management, or on an hourly, as-needed basis,
Contact us today for more information on our services and to schedule an initial consultation..




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Jeffrey Kostis, BBA, CDFA, CFP, CPA/PFS, MAcc
Own the moment – and own your futureJK Financial Planning takes a personal approach in helping clients to truly own their financial futures, with personalized solutions designed for each individual situation.Company President Jeff Kostis, CFP®, CDFA(TM), CPA/PFS, brings a valuable human component to the table, standing out in his field as a specialist in managing life-changing events to turn anxieties into opportunities. Jeff helps his clients through transitional events including marriage, divorce, promotion, retirement, and the loss of a loved one, among others. Jeff believes in straight talk and clear solutions, which is why his clients enjoy real confidence in their futures. As an independent, fee-only financial planning firm, JK Financial Planning offers clients the most flexible and responsive relationship available by being on-call when needed, where needed. JK Financial Planning has no asset or fee minimums, and accepts no referral fees or commissions from third parties – so clients know their interests are always paramount. Own your future by owning the moments that shape it. You are invited to call or email Jeff Kostis at JK Financial Planning for a complimentary, no-obligation initial consultation.... See More

I have helped thousands of people successfully complete the rigorous CERTIFIED FINANCIAL PLANNER (tm) examination.

I offer private exam tutoring services by phone and in person. Patiently, I will help you simplify complex concepts and improve both your technical knowledge and test taking ability.... See More

UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas.

UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.... See More

William Keffer, CDFA, CFP, ChFC, CLU, MBA
Our Mission: To provide hourly, as-needed, independent financial planning to families and individuals in Wheaton, Glen Ellyn, Naperville and nearby DuPage communities. Your retirement, college, 401k and investment planning will be handled by a Certified Financial Planner™ with no products to sell and no account minimums. We are a fee-only CFP®, compensated solely by clients. Our cost-conscious, objective approach helps you act confidently. ... See More

Nathan Eads, CFP
A Plan For Every Stage In Life
At the core of your relationship with Moller Financial Services is a coordinated approach to managing your wealth, providing you and your family with the security that comes from knowing you have planned financially for every stage of your life. We can help you:
Articulate: Achieving your dreams starts with identifying and quantifying them.
Manage: We work with you to design, implement, and oversee an investment strategy tailored to meet your specific financial goals.
Protect: Your investment portfolio is only part of the equation. You also need ways to minimize your tax liabilities and guard your family's financial future from unforeseen events.
Enjoy: We'll help you balance your current needs with your short and long-term goals. Knowing that your future plan is on track, you are free to enjoy your life today.
Distribute: The right planning can help ensure that what you have built will eventually benefit the people and organizations that mean the most to you.... See More

Henry Gorecki, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We provide financial planning services, investment management services and educational workshops for individuals, families and small businesses. We can help you: Define your financial goals Build a diversified, low-cost investment portfolio - and stick with it! Make sure you have the lowest-cost insurance coverage for your needs Plan for the most comfortable retirement your savings will allow Reduce taxation on your investments Pass assets to your heirs In providing our services, we act as fiduciary - always placing your best interests first! ... See More

Christopher Long, CFP, MBA
Long Financial Planning offers Comprehensive Financial Planning services for individuals and 401k advisory services for Small Businesses.
Our full planning process is very thorough. The initial plan takes place over a series of 4 meetings and covers everything from goal setting, investment recommendations, 'what if' scenario development for major decisions, to estate planning. Clients who complete the full plan have the opportunity to become retainer clients who receive ongoing planning assistance and investment management.
We also offer a one-time 3-hour planning session for clients whose situation is less complicated and want to implement any recommendations themselves.
Use the quiz on our website to see which service is the best fit for your needs.
We also serve as advisors to small business on their 401k plans. We assist them with developing an investment policy statement, provide investment recommendation options to the plan and monitor them, as well as provide employee education. Since we do not sell products, we can provide our clients with advice that is in the client's best interest and not tainted by product sales. Using our approach our clients have been able to substantially reduce the costs of their 401k plans.
See how your company's 401k plan stacks up using the evaluation tool on our website.
Christopher Long is a Certified Financial Planner(r). His education background includes a BA in Economics from Yale, and a MBA from Stanford.... See More