Financial Advisors in Wheaton, Illinois (Dupage County)

Mark Smith, CFP
Smith Financial Advisors specializes in retirement planning, investment management, and comprehensive financial planning. Fees are based on an hourly rate or based on assets under management. Smith Financial also provides corporate finance advisory services for small businesses.... See More

Kara Beth Vance, CFP
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Established over a decade ago by an experienced fee-only wealth advisor, our firm uses a team approach, allowing our clients to tap into a deep well of knowledge and expertise. We focus exclusively on planning and hourly counsel that is customized to each client's unique situation. We do not manage assets but do provide tailored advice so that clients can partner with us but still continue to have ultimate control. Timothy Financial has no income or net worth requirements and our clients come from a variety of backgrounds: new graduates to retirees, small business owners to corporate executives, young parents to grandparents. Our clients value the objectivity that our hourly-only model provides. They also appreciate that Timothy Financial receives no product-based commissions, asset management fees or any hidden fees. We invite you to explore our website or call us to learn more.
www.TimothyFinancial.com... See More

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family businesses. Sebold Capital Management works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, fringe benefits, and/or other issues specific to the client.... 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

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

Joseph Alotta, BS, CFP, CFS, MA, MBA
Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life. He has held executive positions at several large institutional banks: JP Morgan Chase, Wells Fargo and Goldman Sachs. He hold a BS in Economics and an MBA in Finance from New York University, and a diploma in Financial Planning from DePaul University. He is also a Certified Finacial Planner, a Registered Investment Advisor and a member of the National Association of Personal Financial Advisors, the most respected professional organization.Mr. Alotta's background is in systems engineering and statistics. His primary focus is managing portfolios of utility and industrial stocks. He speaks on the topics of stock investing, financial planning, precious metal investing, computer security and privacy. He lives in Westmont and his office is in Oak Brook.... 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

Elizabeth Buffardi, CFP, CPA
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Therese Martin, BS, CFP, CLU

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.
... 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

Personalized Small Business Management Consulting
Are you growing your business? Whether you're expanding into the vacant lot next door or opening an office in another state, Robert B. Fisher is an invaluable resource, personalizing his service to your particular situation.Mr. Fisher offers consulting services for growing businesses who need help with…

•Financing sources
•Tax questions
•Accounting systems
•Financial reporting
•Coordinating computer systems
•Employee benefits plans... See More

Carin Roman, CFP
CCP, Inc. is a Fee-Only firm offering financial planning and portfolio management services to individuals and families since 1985. We address the areas of investments, insurance, retirement planning, tax planning, college education funding and estate planning tailored to the individual client's needs and lifestyle. With a focus on diversification, discipline and resource maximization, CCP, Inc. partners with our clients to help them achieve their financial and life goals.... See More

Michelle Smalenberger, CFP