Financial Advisors in Wilmette, Illinois (Cook County)

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

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

Laurence Kuhl, BBA, CPA/PFS, MBA
Comprehensive Fee Only Financial Planning. Fees may be paid by quartely retainer, fixed amounts for specific projects, or hourly.Offer the experienced services of a CPA since 1972, a Personal Financial Specialist (PFS) since 1996, and a NAPFA Registered Financial Advisor since 1997. A PFS is financial planner who is first a CPA.Only about 1% of CPAs are also Personal Financial Specialists (PFS).Tax Returns and Tax Planning.Retirement Planning and Distribution Planning.Investment Planning.Estate Planning.College Funding Planning.Insurance Planning.... See More

Michael Knight, CFP
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get started (at any age) by constructing a low cost and diversified investment portfolio.... See More

Elizabeth Buffardi, CFP, CPA
@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);At Crescendo Financial Planners, Inc., we are comprehensive planners, which means we look at all the parts of your financial life, such as investments, budgets and savings, insurance, estate plans, retirement goals, etc. We take a big picture view of your financial life, while still paying attention to all the details.Crescendo is also a fee-only firm. This means that the fee you pay is the only way we are compensated. We do not take or receive any commissions. The advice we give you is based on what you need, and not on what we receive. We act as your financial translator when there are things that don’t make sense. We work as your financial Maestro to make sure all the parts of your financial life are working together. We want you to achieve your goals. We are here to help you reach them.Visit our website at www.crescendofinancialplanners.com @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... 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

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

The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build a legacy for a lifetime. Lake County Financial Planning is driven to provide tailored solutions that enhance the lives of its clients.

Our mission embodies what we seek to accomplish in our day-to-day activities: “Planning Is a Way of Life.”... 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

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

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

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

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

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