Review the services and client experiences of 3 financial advisors serving Peoria, IL. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Plattner Asset Management provides tactical, math-driven money management services designed to protect client assets during market volatility while pursuing growth opportunities. We employ technical indicators for trend analysis and strategic reallocation, supported by comprehensive financial planning services including retirement strategies and risk assessment. Our disciplined approach emphasizes data over speculation, serving retirees, families, and professionals seeking purpose-driven wealth management.
Johnston Investment Counsel is a fee-only financial planning and investment management firm established in 1997. We serve individuals and institutions as fiduciaries, offering comprehensive wealth management, retirement planning, and tax strategies. Headquartered in Peoria, Illinois, our independent, employee-owned structure enables tailored solutions through proprietary research and customized portfolio construction.
The Whisler Agency provides personalized retirement planning, risk management, and wealth management services. Our client-focused approach combines decades of experience with transparent communication to create tailored financial strategies. We help clients across Central Illinois and beyond achieve financial security through customized investment plans and tax-efficient strategies.