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Find Top Financial Advisors in Libertyville, Illinois

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Libertyville, Illinois
Last Updated - 20-Mar-2023

Libertyville has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Libertyville, Illinois have an average of 20 years of experience.

NOTE: The list of financial advisors in Libertyville, Illinois mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Libertyville, Illinois.

Qualified Financial Advisors in Libertyville, Illinois
Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
AIF®, BFA", CDFA", RFC®
ALLWORTH FINANCIAL
2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Christopher Barberini
LAKESHORE CAPITAL GROUP
1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008
11 $35,000,000 $400,000 Fee-Only
Timothy Creath
QKA, CLU®, ChFC®
CREATH FINANCIAL SERVICES
903 Sienna Drive,
Schaumburg, IL 60193
30 $5,000,000 $50,000 Fee-Based
Jim Hagedorn
CFA®
CHICAGO PARTNERS
1 N. Wacker Dr.,
Chicago, IL 60606
29 Not Specified $500K Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Chicago, IL 60601
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Libertyville

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5969705
Firm CRD# 112294
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 1811 Hicks Rd. Suite A,
Rolling Meadows,
IL
60008
Phone Number 847-701-0400

Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future. Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license. Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.

About Lakeshore Capital Group

We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2245517
Firm CRD# 152665
Series 6, 63, 65

Compensation/Fee Fee-Based, Flat Fee


Office Location 903 Sienna Drive,
Schaumburg,
IL
60193
Phone Number 224-353-3328

I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 3 advanced designations.

About Creath Financial Services

I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4583528
Firm CRD# 147662

Compensation/Fee Fee-Only


Office Location 1 N. Wacker Dr.,
Chicago,
IL
60606
Phone Number 312-375-3282

About Chicago Partners

Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Chicago,
IL
60601
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Top Financial Advisor Firms in Libertyville, Illinois (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
LIBERTY ONE INVESTMENT MANAGEMENT
1509 N. Milwaukee Ave.,
Libertyville, IL 60048
$1,175,710,411 7948 A percentage of AUM
INSPIRION WEALTH ADVISORS, LLC
900 Technology Way , Suite 130,
Libertyville, IL 60048
$1,034,619,002 2514 A percentage of AUM
Hourly charges
Fixed fees
PATRICK M. SWEENEY & ASSOCIATES, INC
900 Technology Way , Suite 260,
Libertyville, IL 60048
$161,031,772 207 A percentage of AUM
Hourly charges
Fixed fees
PRISM PLANNING PARTNERS
321 S. Milwaukee Avenue,
Libertyville, IL 60048
$133,448,500 242 A percentage of AUM
Hourly charges
Fixed fees
FORESTER CAPITAL MANAGEMENT LTD
700 Park Ave , Suite 103,
Libertyville, IL 60048
$4,619,773 1 A percentage of AUM

    List of Additional Advisors in Libertyville, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Kelly Bays
    Inquire with Kelly
    1860 W Winchester Rd, Ste 104, Libertyville, IL  60048 847-549-7300
    Susan Schwarm
    Inquire with Susan
    1860 W Winchester Rd, Ste 104, Libertyville, IL  60048 847-549-7300
    Prism Planning Partners
    Inquire with Prism
    321 S Milwaukee Ave, Libertyville, IL  60048 847-250-9870
    Allstate Personal Financial Representative: Todd Renihan
    Inquire with Allstate
    1580 S Milwaukee Ave, Ste 518, Libertyville, IL  60048 847-680-7525
    First Command Financial Advisor
    Inquire with First
    14048 Petronella Dr, Ste 202, Libertyville, IL  60048 847-932-4200
    First Command Financial Advisor
    Inquire with First
    14048 Petronella Dr, Ste 202, Libertyville, IL  60048 847-932-4200
    Edward Jones
    Inquire with Edward
    1580 S Milwaukee Avenue, Suite 402, Libertyville, IL  60048 847-362-0552
    Edward Jones
    Inquire with Edward
    1232 American Way Dr, Libertyville, IL  60048 847-557-5050
    Edward Jones
    Inquire with Edward
    712 Florsheim Dr, Suite 11, Libertyville, IL  60048 847-816-6256
    Edward Jones
    Inquire with Edward
    115 West Church St, Suite 101, Libertyville, IL  60048 847-367-4240
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?