Looking for best finanical advisor in Chicago area who can help you with financial plan including portfolio & investment management, tax management, estate planning, retirement planning, education planning, and cash flow planning?
Then you came to the right place at the right time.
Check out the top 5 best finanicial advisors in Chicago below to save your time and money.
Chicago Partners Wealth Advisors is ranked as our #1 financial advisor in Chicago because of their comprehensive approach to wealth management. They create custom financial plans for high-net-worth individuals, corporations, foundations, and institutions. Their clients receive one master financial plan that brings together all of the different areas of their wealth, like portfolio & investment management, tax management, estate planning, retirement planning, education planning, and cash flow planning.
Chicago Partners uses their 5-Step Wealth Optimization Process to cover each area of their clients’ wealth management. Each client works with their own team of advisors made up of a CFA, CFP, CPA, and JD. Each advisor is dedicated to optimizing a specific area of their clients’ wealth.
Chicago Partners is a different type of financial advisor because they are a fiduciary, which is the highest standard of quality an advisor can have. A fiduciary also has a legal obligation to always act in a client’s best interest. It’s because of the combination of the 5-Step Wealth Optimization Process and fiduciary designation that Chicago Partners is an elite wealth management firm and why we ranked them as a top financial advisor in Chicago for 2018.
Chicago Partners also uses a wealth planning tool that gives their client the ability to project their future cash flows. This program is called eMoney’s Wealth Management System (WMS), and is usually only used for ultra-high-net-worth individuals. Chicago Partners offers this tool to all clients that would like access to a more advanced financial planning system. A video for the system is below:
Scott has been helping Chicagoland families with their finances since 1998. Scott focuses on comprehensive retirement and income planning. He is driven by his clients’ successes, and he finds nothing more rewarding than creating a plan that helps families ease or even eliminate financial stressors, worries and fears. Scott holds life, health, property and casualty insurance licenses in Illinois. He also has passed the Series 65 securities exam and is registered with FINRA as an Investment Adviser Representative. An alumnus of Cleary University in Ann Arbor, Scott graduated cum laude with his bachelor’s in business administration.
Since inception, Chad Elkins, CPA tax preparation services have been totally focused on building a simple, reliable, tax preparation process for individuals of all income levels. Chad has over ten years of tax experience, including positions and engagements with the Internal Revenue Service, U.S. Tax Court, and U.S. Department of Justice Tax Division, and Co-Author of the Elkins' Comprehensive Tax Guide.
Located in the Edgewater community, along Chicago’s lakefront, the Bridgeview Bank Group proudly offers a wide variety of financial products, including personal and business deposit accounts, consumer loans, commercial and SBA loans, and competitive home mortgages. Bridgeview Bank Edgewater works hard to deliver a Better Banking Experience to our community.
For more than 250 years, JLL has been a trusted partner to organizations who want more value from the commercial real estate they own, use and invest in. The firm focus on what they do best, and that’s helping the clients achieve their ambitions. The firm's 70,000+ employees are hard at work in 80 countries, tackling local, regional and global real estate challenges for corporates and investors of all sizes.