Chicago Financial Advisors

Below is a list of Featured Financial Advisors SERVING CLIENTS in the Chicago metropolitan area.

Click on the COMPANY NAME to read a detailed profile of each company.
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IL | MD | MN

IL

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Schlindwein Associates, LLC - (312) 533-2221 Chicago, IL

Call now for a free consultation appointment. No solicitors. Gain a valuable 2nd opinion on your Financial Situation Today. We are fee-only, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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JC Investment Management - (773) 644-5359 Chicago, IL

JC Investment Management (JCIM) is an independent investment management & advisory firm. We keep the interests of our clients FIRST ! Call for a free consultation appointment. No solicitors please. more info about JC Investment Management
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Reason Financial Advisors Inc. - (847) 264-4799 Naperville, IL

**NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
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Reason Financial Advisors Inc. - (847) 264-4799 Northbrook, IL

**NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
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Capital Point Financial Group Ltd. - (847) 750-6972 Glenview, IL

Call for a free consultation appointment. No solicitors. We are a boutique financial planning firm providing a unique value of independent advice that is timely. more info about Capital Point Financial Group Ltd.
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Capital Point Financial Group Ltd. - (847) 750-6972 Morris, IL

Call now for a free consultation appointment. No solicitations! We are a boutique financial planning firm providing a unique value of independent advice that is timely. Our fiduciary responsibility is to take care of our clients’ best interests. more info about Capital Point Financial Group Ltd.
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JK Financial Planning - (847) 886-9077 Vernon Hills, IL

**NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation appointment. No solicitations please. more info about JK Financial Planning
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Capital Wealth Partners Inc. - Aurora, IL

We are a financial planning firm, serving both personal and corporate clients, in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. Our NEW CLIENT minimum portfolio size = $50,000.... more info about Capital Wealth Partners Inc.
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Aequus Wealth Management Resources, LLC - Chicago, IL

**NAPFA Member** Aequus leads clients on a discovery of their goals, hopes, and ambitions using our own process of life-enhancing financial planning. NEW CLIENT minimum portfolio size = $1,000,000... more info about Aequus Wealth Management Resources, LLC
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D'Annunzio Consulting Group, LLC - Chicago, IL

We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
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Haag Financial Consulting - Chicago, IL

**NAPFA Member** Haag Financial Consulting is a Fee-Only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families. Our NEW CLIENT minimum portfolio size = $50,000. more info about Haag Financial Consulting
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JK Financial Planning - Chicago, IL

**NAPFA Member** We provide fixed-fee financial planning services to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation. No solicitors please. more info about JK Financial Planning
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Trinity Financial Advisors LLC - Chicago, IL

**NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Trinity Financial Advisors LLC
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GreatLight Fee Only Advisors, LLC - Evanston, IL

**NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000� more info about GreatLight Fee Only Advisors, LLC
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Integrity Financial Management, Inc. - Glen Ellyn, IL

We are an independent financial planning and wealth management firm, and a member of the Kingdom Advisors originally known as the Christian Financial Professionals Network. NEW CLIENT minimum portfolio size = $250,000... more info about Integrity Financial Management, Inc.
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MPI Investment Management, Inc. - Hinsdale, IL

MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.
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MD

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Convergent Wealth Advisors - Rockville, MD

We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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MN

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Epple Financial Advisors, LLC - Wayzata, MN

**NAPFA Member** We provide comprehensive, Fee-Only financial planning and wealth management services for individuals who seek to delegate some level of responsibility for managing their financial affairs. NEW CLIENT minimum portfolio size = $500,000... more info about Epple Financial Advisors, LLC
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