Financial Advisors in Elmhurst, Illinois (Dupage County)

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

Dan Sciarretta, CFP

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

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

Financial planning in Chicago, IL 60601.

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

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

Contour Financial is a Financial Planning and Registered Investment Advisor firm located in Orland Park, Illinois. The firm offers personal and business financial planning services as well as asset management. Our organizational structure is fee-only, and all of our services are offered 100% on this basis. We work with people who are either well established financially, or firmly committed to attaining that goal. Contour Financial is ready to help with sound, professional advice not only with investments, but also with other important aspects of your life such as cash flow, education, insurance, estate, and retirement planning. Our firm works only with clients that are very serious about their financial future and wish to develop a long-term relationship with us. Potential clients should read through our website, www.ContourFinancial.com, before contacting us. We have found this process over the years to be the best for all parties involved. In addition, please note that almost all of our clients are billed either quarterly or semi-annually based on investment levels. Only special projects not involving investments are completed on an hourly basis. We look forward to hearing from you after you have become acquainted with our firm.... See More

Contour Financial website

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

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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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

Michelle Smalenberger, CFP

Patrick Sweeney, CFP, CPA
Patrick M Sweeney & Associates, Inc. was formed in 2001 to service clients looking to better navigate their financial paths. Our approach is to offer straightforward advice and a simplified financial plan. The success of our firm has predominately been built on referrals. We are grateful for the trust clients have exhibited in us over the years.
Each individual or family starts with a financial plan which is used as a roadmap to create and manage wealth. Our goal is to have successful clients. We will not sell you any products generating commission income.... See More

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