Explore Financial Advisors Serving Chicago, IL

Great Point Capital offers boutique wealth management, investment banking, and capital market services to high-net-worth individuals, business owners, and advisory teams. We combine local expertise with national resources to provide tailored financial solutions, including capital market access, merger strategy, and trading infrastructure. Our two-decade legacy reflects a commitment to personalized service and industry leadership.

Mindful Money Financial Counsel offers fee-only financial planning and investment advice tailored to individuals and couples. Based in Chicago, we provide holistic strategies for retirement, taxes, debt, and life transitions. Our transparent, client-first model emphasizes personalized action plans and ongoing support.

MDS Financial Services is a Chicago-based accounting firm offering comprehensive tax, accounting, and financial consulting services for businesses and individuals. Since 1997, we have provided expert guidance in tax preparation, IRS audit resolution, and QuickBooks support. Our client-centric approach combines technical expertise with personalized solutions to optimize financial outcomes.

CTS Financial Enterprises offers expert accounting, tax preparation, and IT services for individuals and small businesses. Our mission is to deliver reliable, cost-effective solutions that optimize financial and technological operations. With over 20 years of combined experience, we provide personalized support to meet the evolving needs of our clients.

JMC Wealth is a personalized wealth management firm specializing in financial planning, investment strategies, and legacy development. We focus on understanding clients' emotional and behavioral relationships with money to create tailored strategies that support their lifestyle goals. Our services include retirement planning, tax optimization, estate management, and investment advisory, all delivered through a client-centered approach emphasizing long-term financial well-being.

Dearborn Partners is an independent investment management firm specializing in rising dividend strategies, private wealth management, and institutional portfolio solutions. Founded in 1997, we provide tailored financial services to advisors, high-net-worth families, and institutional clients, emphasizing transparent fee structures and long-term dividend growth potential.

Cofield Advisors delivers specialized financial, tax, and business services for creative entrepreneurs nationwide. Our virtual CPA firm helps clients save time and money through personalized tax planning, entity formation, and financial management tailored to entertainment, writing, and social media professionals.

Cedar Street Asset Management specializes in active value-oriented investment strategies for international small and mid-cap equities. We focus on exploiting valuation inefficiencies in developed and emerging markets while prioritizing risk management. Our client-aligned approach combines employee ownership, cross-disciplinary expertise, and local market insights to deliver tailored portfolio solutions.

October Three specializes in actuarial services and defined benefit pension plan management. We provide expert consulting for cash balance plans, retirement strategy optimization, and risk mitigation. Our mission is to ensure secure, compliant retirement solutions for organizations through tailored actuarial analysis and innovative plan design.

Empowerment Resources International provides conservative financial planning and insurance services, specializing in retirement income solutions, debt elimination, and wealth transfer strategies. Our firm leverages proprietary methodologies and decades of expertise to help clients achieve financial security through guaranteed growth vehicles and tax-advantaged planning.

In Hub delivers an artificial intelligence platform specializing in strategic response management for business development teams. Our technology automates proposal creation, RFP responses, and questionnaire completion while maintaining collaborative workflows. Trusted by Fortune 100 companies and industry leaders, we combine AI efficiency with human expertise to deliver winning responses 80% faster while demonstrating measurable ROI through client success stories showing $746 return per $1 investment.

Johnson Private Wealth Management offers expert financial advisory services, including investment management, retirement planning, and sustainable investing strategies. Our firm prioritizes client education, transparent communication, and personalized financial planning to support long-term growth. With a focus on low-cost ETF strategies and sustainable investment options, we cater to individuals and families seeking responsible and informed financial solutions.

Herr Capital Management is a fiduciary financial advisory firm serving high-net-worth individuals, families, and businesses. With over 25 years of experience, we provide tailored wealth management, retirement planning, and investment strategies. Our independent approach prioritizes client needs through transparent fee structures and collaborative partnerships.

Kanzer Associates partners with organizations to recruit senior executives through a structured six-step process. We focus on understanding client strategies to identify leaders with the technical expertise and leadership qualities needed for success. Our services span corporate board placements, C-suite searches, and senior management recruitment across multiple industries.

OAK FAMILY ADVISORS is an independent, fee-only financial advisory firm in Chicago, IL, specializing in investment management, retirement planning, and estate strategy. We provide comprehensive wealth solutions through a fiduciary framework, prioritizing client needs with transparent fee structures. Our experienced team delivers personalized financial planning and tax-efficient investment strategies tailored to individual goals.

Kingsway Financial Services Financial Services specializes in acquiring and operating B2B and B2C services businesses through a Search Fund model. We focus on asset-light companies with recurring revenues, using decentralized management and tax-efficient strategies to build long-term shareholder value. Our approach emphasizes operational excellence, disciplined capital allocation, and strategic acquisitions in growing, fragmented industries.

Envision Wealth Planning is a Chicago-based financial advisory firm specializing in values-aligned investing and personalized financial planning. We help clients build sustainable wealth that reflects their ethical priorities through services like retirement planning, portfolio check-ups, and ESG investment strategies. With over 18 years of combined experience, our team tailors solutions to individual goals while maintaining rigorous financial and values-based standards.

Jeller Wealth Management provides personalized wealth management solutions for business owners, executives, and retirees. Our services focus on creating sustainable financial strategies through investment advisory services, retirement planning, and comprehensive wealth preservation. We collaborate with clients and their professional advisors to deliver tailored financial solutions that address both current needs and future goals.

North Star Investment Management provides personalized investment strategies, financial planning, and family office services. The firm specializes in managing mutual funds and creating customized portfolio solutions for high-net-worth individuals. With decades of experience, they offer comprehensive wealth management through a client-centric approach.

Altair Advisers offers independent investment management, financial planning, and client education services, focusing on fiduciary responsibility and personalized wealth solutions. Our firm partners with clients to create integrated strategies that address complex financial needs, emphasizing transparency, ethical standards, and long-term relationship-building. We serve individuals, families, and institutions through customized portfolio management and comprehensive planning.

Shore Tompkins specializes in retirement plan design and administration, offering expert consulting services for employers and financial advisors. We provide tailored solutions including 401k, Cash Balance, and Defined Benefit plans, ensuring compliance and strategic alignment with client goals. Our experienced team delivers personalized service, combining technical expertise with proactive communication to meet evolving retirement needs.

Sullivan Mermel offers comprehensive fee-only financial planning services in Chicago and nationwide. As fiduciaries, we deliver unbiased advice on retirement, tax, investment, and estate planning. Our CPA and CFP-certified team prioritizes client goals through personalized, ongoing financial strategies.

Wolf Point Asset Management is an independent private markets investment firm founded in 2014, offering tailored private equity solutions to institutional investors. We specialize in primary funds, co-investments, and secondary opportunities while maintaining 250+ sponsor relationships. Our disciplined investment approach combines 50+ years of collective experience with rigorous portfolio monitoring systems.

Addepar offers a comprehensive financial technology platform for wealth management, family offices, and institutional clients. Our solutions leverage data-driven insights and advanced analytics to optimize portfolio management, streamline operations, and enhance client transparency. Trusted by over 1,300 firms globally, we empower financial professionals to make informed decisions and achieve long-term investment success.

Mentor Capital Management provides objective financial advisory services including investment management, comprehensive financial planning, and small-business consulting. Our fee-only model ensures unbiased advice focused on client interests, leveraging over 25 years of experience and $200 million in managed assets to deliver tailored wealth management solutions.

The Retirement Plan Blog is a Chicago-based retirement plan consulting firm that helps employers design, administer, and maintain tax-qualified retirement plans. We specialize in compliance with IRS and ERISA regulations, offering expertise in defined benefit plans, 401(k) plans, and cash balance plans. Our services include fiduciary guidance, plan document restatements, and strategic consulting to ensure employers meet their retirement plan objectives while adhering to legal requirements.

Purposeful Wealth Advisors provides specialized financial planning services for life transitions including divorce, retirement, and loss. Our team of certified professionals empowers clients to make informed financial decisions through personalized wealth management strategies. We combine technical expertise with compassionate guidance to help individuals build secure financial futures during periods of significant change.

Kentucky Highlands Investment Corporation empowers Southeastern Kentucky's economy through community development initiatives, responsible investment programs, and comprehensive business training. We provide critical lending solutions, technical assistance, and modern workspace facilities to support entrepreneurs and small businesses. Our 22-county footprint has seen significant economic impact through job creation, business development, and strategic community investments.

Karl W Blovet provides expert financial planning, tax advisory, and retirement strategy services to individuals and small businesses in Chicago. Our certified professionals combine accounting expertise with investment planning to create customized solutions for long-term financial security. We maintain fiduciary responsibility through transparent fee-only structures and comprehensive analysis of clients' financial situations.

Merino Wealth is a fee-only financial advisory firm specializing in personalized financial planning for individuals. We offer comprehensive services including retirement planning, investment management, tax diversification, and business financial strategy. Our team focuses on empowering women entrepreneurs with tailored solutions that align financial goals with personal values.

NAPFA is the leading professional association of Fee-Only financial advisors in the United States. Founded in 1983, we advocate for fiduciary standards and comprehensive financial planning, serving over 4,600 practitioners nationwide. Our members provide holistic financial advice, prioritizing client needs through rigorous competency requirements and ethical practices.

Padden Financial Planning offers holistic, fee-only financial advisory services specializing in investment management, tax planning, and retirement strategies. We integrate all aspects of clients' financial lives to create personalized roadmaps for achieving long-term goals. Our fiduciary approach ensures objective advice tailored to individual needs and values.

Pritzker Group is a multi-strategy investment firm specializing in venture capital, private capital, and asset management. We partner with entrepreneurs and management teams to build middle-market companies through long-term capital commitments and operational expertise. Our permanent capital base and extensive network of industry connections enable us to create lasting value across diverse sectors.

Armory Group is a middle market-focused financial services firm offering investment banking, consulting, and asset management solutions. We specialize in mergers & acquisitions, capital raising, financial restructuring, and strategic advisory services. Our team delivers tailored solutions to help clients navigate critical inflection points and achieve long-term value.

Urban Financial Advisory offers personalized financial planning, investment advisory, and tax compliance services. Our Chicago-based team delivers comprehensive wealth management solutions tailored to individual client needs. We combine legal, tax, and investment expertise to create integrated strategies that prioritize long-term financial security.