Financial Advisors in Illinois
Showing 1-8 of 16 advisors
Oak Brook, IL
Brian Magnan
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
150
Years of Experience:
33 years
Oak Brook, IL
Steven McGowan
Rothschild Wealth Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+9
Typical Clientele
RetireesBusiness Owners+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
11 years
Hinsdale , IL
Mark Purcell
Baird
Specialties and Expertise
Cash Flow AnalysisEquity CompensationBusiness Valuation Planning+9
Typical Clientele
Ultra High Net Worth IndividualsRetirees+16
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
11 years
Chicago, IL
Ben Petrie
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
6 years
Chicago, IL
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Warrenville, IL
Erik Barnes
Retirement Portfolio Partners
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeHigh Net Worth Planning
Typical Clientele
RetireesSurviving Spouses+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Champaign, IL
Kevan Melchiorre
Tenet Wealth Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisPortfolio Construction+6
Typical Clientele
RetireesDentists+9
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 years