Financial Advisors in Wheaton, Illinois (Dupage County)

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

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

I LOVE WHAT I DO!
I've built my professional career by developing and maintaining trusting long-term relationships with my clients by listening to their concerns and delivering education, guidance, ideas, and implementation of sensible strategies - all with the goal of easing their financial concerns - and eliminating their worries. There is nothing more gratifying than hearing a resounding 'Yes!' when a client is asked if our work together has been beneficial.

I started Stanton Financial Planning to provide fee-only, comprehensive and holistic financial planning and investment advisory services to individuals and families in the Greater Chicagoland area, helping them to create the life they dream of, and the peace of mind they desire.

If you are interested in having a trusting relationship with someone who will listen to you, put your interests first, and help you with all of your financial worries, you've come to the right place! Contact us and let's determine whether we are a good fit!.... See More

Charles Perkins, CDFA, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Kingsley Perkins and Company, LLC, was created using the concept of Fee-Only financial planning. A Fee-Only planner does not receive any fees or commissions from any bank, brokerage house, or insurance company. This means that the planner’s interests are aligned with those of the client. A Fee-Only relationship puts the planner and the client on the same side of the table. This relationship allows the planner to coordinate investment and financial planning activities for the client that are consistent with the client’s unique needs and circumstances 30 N. Michigan Ave, Suite 1015 Chicago, IL 60602 Phone Fax ... See More

Lois Basil, CFP
Basil Financial Group LLC is a fee-only financial planning firm that specializes in providing holistic financial planning services to individuals and their families.
As a financial professional, my passion is helping people make smart decisions about their money. I created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. I love what I do because I know it helps my clients have happier relationships and more fulfilling lives.
When we start working together, we will talk about your needs and how you want to lead your life. My goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, I will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance, and estate and real estate planning.
For all the work we do together, I charge just one annual retainer fee. That means you can meet with or speak to me any time during the year if you have new questions or as your situation or goals change.
I owned my own Chicago-based accounting firm for 13 years before enrolling in Northwestern University's Certified Financial Planner™ program, and I am a Registered Investment Advisor with the State of Illinois. I serve as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. I am also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.
I understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals. Why don't we get started today?... See More

Robert Finley, CFA, CFP
Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country.
You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs-not prepackaged, inflexible, one-size-fits-all options.
As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level.
To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.... 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

Lorrie Minor, CFP, CPA/PFS, MST
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Cardinal Mark LLC is a comprehensive financial planning and investment management firm located in Chicago, IL.We help specialize in: - Helping clients to balance their short-term and long-term needs and goals, and to understand and be comfortable about their chosen course of action - Optimally managing investment accounts by factoring in cash flow constraints, tax and estate planning considerations, and investment choices available through employer-sponsored plans @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Leslie Ransom

Dan Sciarretta, CFP

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

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

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

Financial planning in Chicago, IL 60601.

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