We Have Listed The Top 10 Financial Advisors In Chicago To Help You Choose The Best Professional For Your Needs.
Address: 20 N. Wacker Dr., Suite 3120 | Chicago, IL 60606
Phone: 312-809-1109
Website: https://www.merinowealth.com/
Merino Wealth, we believe that your portfolio is a tool to help you achieve great things for yourself and your family. We also understand that making these decisions can seem daunting and overwhelming. Transferring your investments to Merino Wealth will move the responsibility of the day to day management to us giving you one less thing to worry about. It’s our goal to help you cut through the noise to provide you with cost effective options that align with what’s important to you-achieving your goals. Here are the fundamentals that sit at the core of our investment philosophy: Cost transparency aligned with fee-only model Alignment of your portfolio with your goals, values, and priorities Responsible asset allocation strategies Low cost investments Transparent fees ESG (Environmental, Social, Governance) Investing Gender Lens Investing A “no question is considered stupid” policy Jessica Merino launched Merino Wealth because she knew she could more effectively help her clients without the product requirements of a big financial firm. Merino Wealth’s Independent, fee-only structure enables everyone on the team to put clients first, exemplifying the firm’s core values. Merino Wealth takes on clients who are interested in comprehensive financial planning and asset management, advising them with an open and down-to-earth approach. Jessica has built the perfect team to help with every aspect of your financial life — read about their motivation below and get started today! Jessica’s interest in finances started long before she knew what financial planning was, back when she was about 9 years old. For birthdays, she surpassed the usual doll and board game requests and instead asked for shares of stock, as she was much more fascinated with the stock market. In high school she began investing her own money which lead her to pursue a Bachelor’s Degree in Finance, Investments, & Banking from the University of Wisconsin-Madison in 2004. She took a position as a financial advisor at a large firm where she worked for 11 years before starting Merino Wealth. At this point Jessica’s not only been a financial advisor for 16 years, but she’s also a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst® (CIMA) certificate through the Investments & Wealth Institute.
Address: 130 E. Randolph St. Suite 3200 Chicago, IL 60601
Phone: 312-649-5200
Website: https://www.chicagobusiness.com/
ChicagoBusiness.com is the news site of Crain's Chicago Business, one of more than 20 business publications owned by Crain Communications. ChicagoBusiness.com is the top source of news, analysis and information on business in metropolitan Chicago for decision-makers in the private and public sectors. To keep these readers in the know, Crain's relies on a staff of more than 20 experienced journalists. In addition, Crain's publishes a weekly business magazine, Crain's Chicago Business, that provides deeper analysis, commentary, special reports and features. Crain's also produces databases, live events and sponsored content, all with the aim of deepening readers' understanding of local business. We email news alerts throughout the day, beginning with our Morning 10, a roundup of the stories you need to know to start your day. You can also get alerts on specific interests and industries including real estate, health care, politics and tech. To sign up for these alerts, go to our registration page. For more information about how to reach us, click here. For advertising information, check out our advertising page. And for events information, click here.
Address: 1 N Wacker Dr, Suite 4110 Chicago, IL 60606
Phone: 312-284-6367
Website: https://chicagopartnersllc.com/
As the CEO of your wealth, part of your role is optimizing how your wealth is utilized. As CEO, you are tasked with managing your investment portfolio, financial plan, and tax strategy towards realizing your ideal retirement. Chicago Partners is built on the vision of serving as our clients' Chief Investment Officer (CIO), solely focused on bringing together the different areas of your wealth. We create integrated wealth management strategies that make sure your portfolio, financial plan, and tax strategy all work together in harmony, moving you closer to your vision of retirement. Your wealth is your most important business. Your wealth is a business - a constantly changing, growing asset, built over time through hard work and dedication. You've built it, you manage it daily, and you are responsible for its safekeeping. Your wealth is your business. As the CEO of your wealth, you are tasked with managing all the areas of your wealth, ensuring your portfolio, financial plan, and tax strategy are all focused toward achieving your financial goals.
All too often, we hear people tell us that fear, confusion or busyness is preventing them from living the lives they always thought they would. We decided it was time for that to change. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee. And always with your vision in mind. Wealthquest is designed to guide you through the entire financial landscape from initial investment decisions to establishing your legacy. We offer a three-tiered approach to meet your specific needs, starting right now. The climb has become more technical and your family’s competing priorities all need to be planned for simultaneously. The stakes are high. Our team of professionals will work together to coordinate all the components of your finances to accomplish your priorities. We equip you to make confident decisions and provide you the clarity needed to make your vision for your family a reality. After decades of serving our clients, our team has realized that many financial planning challenges involve more than money. Many times, these challenges have emotional and relational roots, or they could be better solved once our clients have a clearer vision. Get to the heart of these challenges by taking our Money Motivator Assessment.
Address: 77 West Wacker Drive Suite 4000 Chicago, IL 60601
Phone: 312-902-3000
Website: https://riveron.com/
Riveron is a national business advisory firm specializing in accounting, finance, technology, and operations. With a broad range of functional and industry expertise, we partner with our clients to implement solutions across the transaction and business lifecycle. Since its founding as an entrepreneurial start-up company in Dallas, Riveron has built up an impressive roster of clients across the country, attracted top talent, expanded its geographic footprint, and grew through strategic acquisitions to become the premier national advisory firm it is today. The entrepreneurship that gave rise to Riveron remains the source of everything we do today. Drawing on our experience-based creativity, diverse backgrounds, and deep functional and industry expertise, we work alongside our clients to address their unique needs and realize unimagined potential. With a unique culture and steadfast set of core values, Riveron is an employer of choice for our team members and a trusted advisor to our clients. We strive to foster an inclusive, diverse, and open environment that inspires and honors the contributions of all the people with whom we work. Learn more about life at Riveron. " Riveron started with a promise to change expectations about advisory firms – from a client and an employee perspective. Delivering great work for clients starts with creating a culture where people enjoy what they do."
Address: 333 South Wabash Avenue Suite 2700 Chicago, IL 60604
Phone: 312-734-1415
Website: https://www.serenitywm.com/
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. This calculator may help you estimate how long funds may last given regular withdrawals. What are your options for investing in emerging markets? Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Address: 8755 West Higgins Road Suite 200 Chicago, IL 60631
Phone: 773-867-3631
Website: https://www.derosefpg.com/
We believe that strong ethics are the backbone to good business. We are honored to share that Lincoln is being recognized by Ethisphere as one of the 2022 World's Most Ethical Companies! Our Professionals combine 35+ years of experience with the technical know-how to offer the best client experience possible. Our team takes a holistic approach in helping individuals and families meet their personal goals and reach financial independence. Our team is focused on serving the needs of business owners to help them grow, protect, and ultimately transfer their life's work. Our Investment Experts will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals. View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen. Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind. " Based in the Greater Chicagoland area, my firm has provided holistic, practical financial advice, as well as experienced investment management, for over 23 years. We appreciate that there are few facets of life that bring more comfort than financial sense of security. Worrying about your financial future can be a huge burden on both you and your loved ones. Put the burden in our hands. We will invest our time in you, so you can spend your time doing what matters most. "
Address: 939 W North Ave Suite 720 Chicago, IL 60642
Phone: 312-915-0515
Website: https://www.edwardjones.com/us-en
We've consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately-owned company, Edward Jones has a very personal feel that's almost like family. Out of our partnership structure grows a spirit of collaboration. We have a shared focused on doing what's best for our clients, our communities and one another. How do you become a firm that more 7 million individual investors trust with their future? By providing the attention, respect and service our clients and their investments deserve from the beginning. We live our core values every day, creating an environment of collaboration, growth and respect that enriches the lives of our clients, associates and communities while caring for the planet. Our parent company, The Jones Financial Companies, L.L.L.P. (JFC) files annual, quarterly and current reports along with other information required by the Securities and Exchange Act of 1934, as amended with the Securities Exchange Commission (SEC). We have home offices in the United States and Canada, with more than 15,000 branch office locations in North America.
Address: 564 W Randolph St. Suite 200 Chicago, IL 60661
Phone: 312-846-1437
Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice on a flat fee and hourly-as-needed basis. Our vision We see a future world where financial advisors are compensated based on the amount of value and impact they can positively make on your life and relationship with money, not by the sale of commission-based financial products or the amount of money you have to invest. We think the ideal model for providing financial advice is more similar to health and wellness care models (physician, therapist, and group fitness classes). We aim to provide a comfortable place to get trustworthy and actionable advice so you can reach your fullest potential. Our mission is to elevate you, your life, and your money to find deeper meaning, clarity, and fulfillment. We do this by collaborating with you to make wise and thoughtful money and life decisions to attain a greater peace of mind. Our values: Trust, optimism, creativity, wellness, sustainability, compassion, humility, resourcefulness What makes us unique: Flexible ways to work with us (one time or ongoing advice) Independent, locally owned and operated Objective, fee-only advice No requirements to turn your money over to us No investment minimums
Address: 737 N. Michigan Avenue, Suite 2120 Chicago, IL 60611
Phone: 312-337-1040
Website: https://www.ctsfinancialgroup.com/
At CTS Financial Group, we work with you from the very beginning to understand your long-term goals and design the right solutions to help you get there. We take the time to listen and make sure you never feel overwhelmed, and you always feel heard. To get to know you better and ensure you’re invested in programs consistent with your risk tolerance level, we ask you to complete the Investor Profile Analysis. Based on the answers that you provide, we’ll help you determine the asset allocation strategies that best address your financial goals and objectives. Initial decisions will be subject to changes as our risk analysis discussion continues. You can download our Investor Profile Analysis, and complete it before you come in for your free one-hour consultation. We’ll also be happy to help you with it when we sit down face-to-face. We feel extraordinarily confident we can design a comprehensive financial plan tailored to your current goals and aspirations. But if you just need someone to do your taxes, we’re more than happy to help. Or if all you want is a competent set of eyeballs to watch over your investments or company 401(k), we’re all over it. At CTS, we believe teamwork is the best way to solve any financial puzzle, and we’ll work with you to figure out exactly what you need. When you decide to become a CTS client, we will: Ask you a few questions about your current career, lifestyle, long and short-term goals. Review your tax returns and do a quick survey of the investment, insurance, mortgage, retirement and estate plans you currently have in place. Help you fill out an Investor Profile Analysis, which helps us determine how much risk you should take with your investments based on your investment timeline, investment objectives and risk tolerance. Offer you some opinions and options for taking things to the next level if it all sounds good to you. And if you feel like sticking your toe in the water before getting your foot in the door, please subscribe to our newsletter. We look forward to meeting you.