Financial Advisors in Evanston, Illinois (Cook 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

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

Andrew Feldman, CFP

A J Feldman Financial, LLC is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create customized, transparent and easy to understand financial plans. Our goal is to give each client peace of mind to help build and maintain future wealth.

At A J Feldman Financial LLC, we identify the best products for each client's needs. We never take a brokerage commission on any products. As a registered investment advisor we adhere to the fiduciary standard. A fiduciary standard means that we put your interests first.
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We are a fee-only financial planning firm that work in a fiduciary capacity with our clients. Our firm provides comprehensive financial planning and investment management services for individuals and small businesses. We work with you to identify your financial goals and to build strategies to help you achieve these goals. Our only source of compensation is you, our valued client. We work with people at all phases of their life. Please visit out Website for more information.... See More

Leslie Ransom

Financial planning in Chicago, IL 60601.

222 South Riverside Plaza, Suite 900, Chicago, IL, 60606

Your Futures Trading Partner

Founded on the solid R.J. O'Brien reputation, we offer quality futures brokerage services to those trading in the commodity and financial futures, options, and forex markets. Our team of futures brokers has the expertise and passion for the markets that you will want and appreciate as your trading partner.

Dedicated personalized service and information

Through our strong customer service and open communication to manage trading risk we build solid working relationships with our clients. We understand that every commodities trader has unique needs, goals and experience. By opening a one-on-one dialogue we'll explore the various options and tools available that best meet your trading needs. We're here as a sounding board and share with you our knowledgeable market insight.

Extensive Trading Resources

RJO Futures is committed to providing our clients value-added resources such as market research, managed products, and online trading platforms. To manage your risk capital, RJO Futures offers a variety of personalized trading accounts that range from full service to self-directed, as well as managed futures and forex. We believe the more knowledge you have, the better trading decisions you make. And, timely research is an important part of developing a successful futures trading strategy. RJO Futures offers access to some of the best research in the industry.

Don't forget the execution. When it comes to high-performance online trading platforms RJO Futures has you covered. Whether you just need to manage your account activity, execute your online trading, or chart your favorite market, you will have choices from our own proprietary trading platforms or from several of our third-party providers."... See More

Dan Sciarretta, CFP

Sophie Kaluziak, CFP, CPA
Vista Financial Planning provides comprehensive financial planning to individuals and couples. Vista's clients range from those just starting their careers to retirees.
Vista integrates into the planning process the six areas that are crucial for achieving personal financial success, i.e. budgeting/cash flow, investment management, retirement planning, tax management (planning and preparation), estate planning, and risk management (insurance).
Vista believes financial planning is a process and works with clients on an ongoing basis to help them achieve their goals.
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Lorrie Minor, CFP, CPA/PFS, MST
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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

Therese Martin, BS, CFP, CLU

Scott Baril, CFP, CPA/PFS, MBA
Baril Advisors is a state registered investment adviser in the states of Illinois and Arizona. The firm provides independent fee-only financial planning and investment advisory services to individuals, families and business owners. Our office is conveniently located on Lake Cook Road and Weidner Road.... See More

Armond Dinverno, CFP, CPA, JD
Balasa Dinverno Foltz LLC is a private wealth management firm that currently manages in excess of $3 billion in assets for individuals, retirement plans, charities, and trusts.
We are fee-only advisors and do not charge commissions or brokerage fees.
We take a comprehensive and fully-integrated approach to building and managing our client's wealth. BDF has service teams specializing in helping business owners and women achieve their professional and personal goals.
Our business owner's service team is skilled at conducting a complete business review and experienced at navigating the complexities of succession planning and family involvement in a business.
Our independent women's service team has first hand experience with the many transitions women face, and provides extensive financial experience to help successfully guide women through life's major events.
We deliver the highest level of personal service at BDF. It is a key reason behind our better than 98% client retention rate.
Everyone at BDF is focused on what is best for the client, their family, and their future. Our 50-member team includes attorneys, CPAs, CFP®s, MBAs, CFAs, a CTFA, and a CDFA™.... See More

David Theis, BS, CFP
We specialize in Retirees Fee-Only Financial Advisors, Ltd. is a Retiree-centered firm, with over 20 years of financial experience, committed to helping clients achieve their financial goals. Why choose Fee-Only Financial Advisors, Ltd.? Retiree FocusPersonal AttentionCaring and CompetentWe can help you answer these questions: InvestmentsAre you taking too much risk?Are your investments managed properly?Retirement IncomeWill you have the income you need?Will your income keep pace with healthcare costs?Tax ReductionHave you minimized your income tax & property tax?Have you minimized your estate tax?
We work for You The only compensation we receive is what you pay us directly. We accept no commissions, referral fees, or reimbursements from our recommendations. Our interests are aligned with yours.... See More