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Qualifications of Financial Advisors in Schaumburg

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Qualified Financial Advisors in Schaumburg, Illinois
Financial Advisor Office Location Phone Number
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Mark S. La Spisa, CFP, CFS
Vermillion Financial Advisors
16 Executive Court,Suite 3,
Barrington, IL  60010
(847) 382-9999
Thomas Koleski
Cedar Capital Advisors
330 E. Main St.,
Barrington, IL  60010
(312) 285-5737
Paul Garrett
Garrett Consulting Corporation
101 W. 22nd Street,
Lombard, IL  60148
(630) 576-5182
Paul Daly
OMH Partner Group, Inc.
999 North Main Street,
Glen Ellyn, IL  60137
(630) 510-3126
Chad Coe
Coe Financial Group
1121 Lake Cook Road Suite P,
Deerfield, IL  60015
(847) 282-3170
Michael Cirelli
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 615-8289
Rob Kirvan
Advanced Planning Advisors
2135 City Gate Lane,
Naperville, IL  60563
(630) 780-1099
Kyle Nolan
Edelman Financial Engines, LLC
1515 W. 22nd Street,
Oak Brook, IL  60523
(630) 756-5260
Jim Hagedorn, CFA
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL  60606
(312) 375-3282
Personal Capital
Personal Capital Advisors Corporation
Chicago, IL  60601
(650) 556-1310

Information on Qualified Financial Advisors in Schaumburg

Qualifications CRD# 2245517
Series 6, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 903 Sienna Drive,
Phone Number (224) 3533328

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 2 advanced designations and I am presently increasing my knowledge of the social security system and retirement income distribution.

About Creath Financial Services

I help individuals and privately held businesses with their investment and insurance needs. I establish a mutually beneficial relationship with my clients so that we can work together through the years and make sure that their plans keep up with the changes in their lives. I have been in the business for over 28 years and have 2 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC).

Qualifications CRD# 1600709
FirmCRD# 119239

Office Location 16 Executive Court,Suite 3,
Phone Number (847) 3829999

About Vermillion Financial Advisors

Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.

Qualifications CRD# 4941185
FirmCRD# 174020

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee

Office Location 330 E. Main St.,
3rd Floor,
Phone Number (312) 2855737

Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider all aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are: portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement. As fiduciaries, we're an independent, fee-based, registered investment advisor, and are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our mission is to become an essential partner to our clients by helping them pursue their vision of financial success through expert, independent advice provided at a reasonable fee. I've been in the industry for almost 15 years. My mission is to offer institutional quality portfolios for retail investors while being completely transparent and helping educate my clients on why they own what they own. Whether it's related to an asset class, fees, or an investment vehicle, my true passion is educating the client. My clients range from first time investors to experienced high net-worth individuals. I live in the western suburbs of Chicago with my wife, three young children and our know-it-all Boston Terrier. I enjoy spending time with his family & coaching, cooking & wine, running, music, and playing guitar.

About Cedar Capital Advisors

Cedar Capital, LLC is a Registered Investment Adviser located in the heart of Barrington, Illinois. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head financial planner and accredited investment fiduciary, Thomas Koleski. Tom has over 14 years' experience within the financial industry and is backed by a team with MBAs from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined. Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success. Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the 'big enough to serve, small enough to care' mentality that Tom has instilled. Our goals at Cedar Capital Advisors are simple: - Always act in the client's best interest and provide them with objective advice - Provide our clients with what we believe to be institutional-like quality portfolios - Educate, have fun and treat the client as family Whether it's your first time working with a financial planner or you'd like to get a second opinion; please contact us for a complimentary portfolio review.

Qualifications CRD# 1839490
FirmCRD# 8032
Series 6, 7, 22, 24, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions

Office Location 101 W. 22nd Street,
Suite 200,
Phone Number (630) 5765182

Paul is the principal executive of Garrett Consulting Corporation and in his role is directly responsible for all investment, insurance and employee benefit product sales, marketing, administration and compliance regulation for the organization. He has been a practicing financial planner for over 31 years. He operates in a fiduciary capacity. Paul's primary expertise is in investment planning, with an emphasis in qualified and non-qualified retirement plan consulting for small and medium sized businesses. He currently commands a client base of over 260 individual, business and institutional investors, and is managing in excess of $130 million for these clients. He holds a General Securities Representative (Series 7) and a General Securities Principal (Series 24) License with the Financial Industry Regulatory Authority (FINRA) and is a candidate for the Certified Financial Planner accreditation. Paul is highlighted as one of the top 7% of financial advisors as a Five-Star wealth manager in the November 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 issues of Chicago Magazine. Paul coordinates total financial plans for business and personal clients and is facile in the areas of business and personal life insurance, retirement, business strategy, employee benefit, executive benefit, disability insurance, estate, college funding and tax planning. Paul resides in the western suburb of Oak Brook. He is active in the community, is a member of several professional organizations (including the Better Business Bureau), and is an accomplished guitarist and bassist who also enjoys swimming and serves on several nonprofit boards.

About Garrett Consulting Corporation

Garrett Consulting is a professional financial consulting organization that recognizes and strives to fulfill our clients' goals. Over the past 31 years, Paul Garrett has worked one-on-one with private businesses, individual investors, and corporations to come up with comprehensive plans to pursue clients' financial needs.

Qualifications CRD# 2684208
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee

Office Location 999 North Main Street,
Suite 106-D,
Glen Ellyn,
Phone Number (630) 5103126

Paul Daly is the Principle and President of OMH Partner Group, Inc. located in Glen Ellyn, IL. Paul has been in this industry for over 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and Investment Advisor Representative. Paul earned a Bachelor's degree from Western Illinois University with a Major in Economics and a Minor in Marketing.

About OMH Partner Group, Inc.

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial world. We utilize The Financial ABC's of Retirement Planning Model which is a balance approach to investing. OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk. Licensed to provided financial services and insurance products for the State of Illinois.

Qualifications CRD# 2491459
FirmCRD# 2491459
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee

Office Location 1121 Lake Cook Road Suite P,
Phone Number (847) 2823170

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 17 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor. As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. As an experienced specialist in wealth management strategies, he specializes in structuring programs based on a clients personal values, goals, and risk tolerance. He works with clients to bridge the gap between where they are now and where they want to be in the future. While serving a diverse client base, Chad works closely with executives and business professionals. A highly respected business coach and connector of businesspeople, he encourages and motivates others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of The Power of Peopletizing: Networking Your Way To Financial Freedom. A highly sought after keynote speaker, his keen insight into human interaction and how to make quality business connections is in great demand in todays Relationship Economy. Through his Strategic Mastermind Groups, his goal is to use his enthusiasm, passion, optimism, and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their career goals. Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations. An Investment Executive with First Allied Securities, a certificant of the Certified Wealth Strategist® (CWS®) designation. He is a past member of First Allied Securities Representative Advisory Council He received his bachelors in business with an emphasis in finance from the University of Illinois at Chicago. Chads passion for helping extends beyond the business and financial world. With a tremendous philanthropic spirit, Chad is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. He also served on the Board of Trustees of Keshet. In his spare time, he enjoys auctioneering, playing tennis and racquetball, and enjoying time with his wife Jill and sons Geoffrey, Jordan & Zachary.

About Coe Financial Group

At Coe Financial Group, our priority is to thoroughly understand you and your needs. The best way to do this is by listening. Through a comprehensive process, we begin by taking the time to learn about you and your immediate and long-term goals. We ask the questions you may have not considered and evaluate the consequences you may not have foreseen. By asking the right questions, we can learn about you and your family. This helps us better understand what is important to you when helping you make smart choices about your money and financial future. Rather than simply recommend investment options, we take the time to learn about what type of investor you are. How much risk are you comfortable taking? Are you more focused on building or preserving your wealth? What is your time frame for pursuing your goals? These questions and more help us understand your specific financial needs and design personalized strategies. Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions. Read more about some of the common questions we ask you.

Qualifications CRD# 6492810
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly

Office Location 27575 Ferry Road,
Suite 100,
Phone Number (630) 6158289

About SAI Financial Services

SAI Financial Services is a comprehensive financial planning firm that has been in business since 1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services with a complete service team behind them to care for their clients needs. Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own. Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of his coursework for the CFP and plans to sit for the exam in early 2020. SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.

Qualifications CRD# 6135958
FirmCRD# 152665
Series 65

Office Location 2135 City Gate Lane,
Suite 300,
Phone Number (630) 7801099

Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients. Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future. Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning. Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections. Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

About Advanced Planning Advisors

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.

Qualifications CRD# 5426926
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 1515 W. 22nd Street,
Suite 850W,
Oak Brook,
Phone Number (630) 7565260

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Successfully completed the Series 7 & 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor's degree in Public Financial Management from Indiana University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 458-3528
FirmCRD# 147662

Compensation/Fee Fee Only, Based on Assets

Office Location 1 N. Wacker Dr.,
Phone Number (312) 3753282

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 FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location ---,
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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?