Best Financial Planners

Why These Financial Planners?

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 20 Financial Planners for Chicago, il.

1. Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

2. Expertise

Team experience and knowledge, along with number of years in business.

3. Service Quality

The quality of service delivered measured by quality, speed, and value.

4. Consistency

Rate at which the business consistently produce high quality outcomes.

5. Customer Service

Reputation and quality of customer experience departments.

Top Ranked Chicago Financial Planners

Retirement Plan Advisors LLC

Retirement Plan Advisors (RPA) was founded on the belief that personal relationships matter. After decades of providing high-touch service to their clients, They believe their clients want a personal relationship with their financial advisor. They prefer to talk to a person about their retirement, their financial health, and how to handle some of the challenges.

DeRose Financial Planning Group

In 1996, DeRose Financial Planning Group was established to help her clients take their financial planning to the next level. At that time, comprehensive financial planning was still in its relative infancy, as most “planners” simply sold investments or insurance. DeRose envisioned a clients’ financial lives. She has been doing practice where a customized, comprehensive financial plan could be tailored to each of her so ever since.

Mindful Money Financial Counsel, LLC

At MindFull MoNey their financial planning process has been designed around your needs. Whether you are looking for one-time financial advice or an ongoing relationship with a financial advisor, they have affordable, transparent solutions to meet your needs. Their financial planning and investment advice services are primarily through individual consultations and written financial plans.

Merino Wealth Management

At Merino Wealth they accept all clients without discrimination or bias, but they have a strong passion for helping women to get more out of their financial lives. Their specialty lies in helping Gen X, Xennial, and Millennial female entrepreneurs to manage their busy financial lives. They believe that all women deserve to feel comfortable and confident in their financial decisions.

Basil Financial Group

Basil Financial Group, LLC as financial professionals, their passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. They love what they do because they assist their clients have happier relationships and more fulfilling lives.

Savant Capital

Since 1986, SAVANT they have focused on one key principle: all financial advice should be made strictly in the best interest of the client. But it goes beyond that, they are committed to helping their clients pursue peace of mind through the insight, wisdom, and perspective they are able to offer.

Long & Associates LLC

At Long Financial Planning they serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans Long and Associates LLC operates on a Fee-Only basis. Meaning they do not accept any commissions, kickbacks or other third party compensation. They are independent of any Broker, Insurance Company.

Amling Investments LLC

Amling Investments LLC is a Chicago-based wealth management firm offering comprehensive financial planning and professional money management. Their services services, including: Planning for retirement, budgeting, saving for college or other major purchases, and paying down debt. They can help you in Researching and analyzing your investment portfolio, monitoring all your investable accounts, and buying and selling stocks, bonds, and funds.

Chicago Partners Wealth Advisors

Chicago Partners helps clients optimize their most important business: their wealth. They help high-net-worth individuals, foundations, corporations, and family offices build the right portfolios, minimize their taxes, and build financial plans that help them navigate through the ups-and-downs of both the markets and

Edward Jones

Edward Jones is a leader in the financial services industry, but they take a personal approach to business that starts with a face-to-face meeting between an Edward Jones financial advisor and an investor. They believe that building long-term relationships with our clients and placing individual branch offices in the neighborhoods where investors live and work are key to serving their clients’ needs.

Richard Wholey, Baird Private Wealth Management (Financial Advisor)

With an integrated, global team of over 350 banking professionals, Baird’s Global Investment Banking group provides a range of advisory and financing services to a broad mix of clients around the world. Their unique team structure enables them to bring the right mix of product and industry experts, along with a global perspective, to find the best solutions for their clients.

Sullivan Mermel, Inc.

At Sullivan Mermel, Inc., their team includes CPAs as well as Certified Financial Planners, or CFPs. They offer comprehensive financial planning that includes retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review. And because they don’t accept commissions or kickbacks, you can be sure that their advice is serving your money needs, not their own.

Costello Financial Planning

Costello Financial Planning is a fiduciary (also known as fee-only) financial planning firm serving the Ann Arbor, MI, and Chicago, IL areas. Costello Financial Planning specializes in providing comprehensive financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Kinkelaar and Associates Financial Planning

Kinkelaar and Associates is an independent, Fee-Only financial planning and Registered Investment Advisor with offices in Akron, Ohio and Chicago, Illinois. The firm specializes in providing financial planning and daily money management services to individuals and families, on an hourly, as-needed basis. Programs and Periodic Review Services allow them to continue assisting you either on a regularly scheduled or as-needed follow up basis

The Planning Center

The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life’s transitions and guide you toward the life you would like to have.

Financial Solutions Advisory Group, Inc.

Financial Solutions was created in order to provide clients the service they deserve. Their team has learned from experience that the corporate wealth model dominating the industry leaves much to be desired. Too often, clients in need of committed partners find that they are little more than account numbers within a corporate bureaucracy.

Stanton Financial Planning

Stanton Financial Planning, LLC is dedicated to providing individuals and business owners with what they are looking for most a trusted, objective advisor with no products to sell or hidden agendas. He does what’s best for the client not what is best for some salesperson. The firm is located in Chicago.

Cooper Financial Planning

McEnroe Financial Planning

At McEnroe Financial Planning, they provide truly personalized financial planning and investment advice based on your unique situation and financial goals. We are paid directly by you and work only for you, resulting in unbiased planning and advice by professionals committed to your best interest. They are located in Chicago.

Cogent Strategic Wealth

At Cogent Strategic Wealth, they believe that you deserve a plan that is customized to your specific goals, values, and needs. They don’t do cookie-cutter approaches here. Success is defined differently by each person. Their team of financial advisors starts by listening to you and what you want to accomplish. Next, we look for the right plans and strategies that will help you accomplish your goals.