Search Results
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1
Aequus Wealth Management Resources, LLC
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $1,000,000
**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...
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2
Trinity Financial Advisors LLC
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
**NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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3
MPI Investment Management, Inc.
Hinsdale,
IL
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $500,000
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...
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4
GreatLight Fee Only Advisors, LLC
Evanston,
IL
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $250,000
**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…
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5
JK Financial Planning
Vernon Hills,
IL
Services offered: Retirement Planning, 529 College Savings, 401K to IRA Rollover
**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.
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6
Reason Financial Advisors Inc.
Northbrook,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
**NAPFA Member** Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve the financial independence to accomplish them. NEW CLIENT Minimum Portfolio Size = $250,000...
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7
Haag Financial Consulting
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $50,000
**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.
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8
Schlindwein Associates, LLC
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are Fee-Only, independent, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000...
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9
JC Investment Management
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $50,000
At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000...
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10
Good Harbor Financial Inc.
Chicago,
IL
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000...
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11
Capital Wealth Partners Inc.
Aurora,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
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....
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12
D'Annunzio Consulting Group, LLC
Chicago,
IL
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
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...
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13
JK Financial Planning
Chicago,
IL
Services offered: Retirement Planning, Estate Planning, 401K to IRA Rollover
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14
Capital Point Financial Group Ltd.
Glenview,
IL
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $250,000
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.
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15
Capital Point Financial Group Ltd.
Morris,
IL
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.
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16
A. Robert Taylor Financial Advisory Services, LTD.
825 Green Bay Road
Wilmette, IL
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17
Aberdeen Wealth Management LLC
100 South Wacker Dr, Suite 2100
Chicago, ILServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $50,000
We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.
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18
Abraham Lincoln Alternative Investments LLC
161 North Clark
Chicago, IL
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19
Altair Advisers, LLC
303 W. Madison Street
Chicago, ILServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $50,000
We provide the highest level of Independent Investment Counsel to wealthy individuals, families, and foundations.
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20
American Community Wealth Management, LLC
1290 Lake Avenue
Woodstock, IL
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21
Antares Capital Management
3701 N. Ravenswood Avenue
Chicago, IL
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22
Arthur M. Cohen & Associates LLC
1033 Skokie Boulevard
Northbrook, IL
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23
Asset Management Group LTD
3400 Dundee Rd
Northbrook, IL
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24
Asset Management Investors, LLC
191 North Wacker Drive
Chicago, ILServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $50,000
We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.
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25
Betterman Investment Group, LLC
1840 Oak Avenue
Evanston, IL
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
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