Financial Advisors in Oak Lawn, Illinois (Cook County)

I LOVE WHAT I DO!
I've built my professional career by developing and maintaining trusting long-term relationships with my clients by listening to their concerns and delivering education, guidance, ideas, and implementation of sensible strategies - all with the goal of easing their financial concerns - and eliminating their worries. There is nothing more gratifying than hearing a resounding 'Yes!' when a client is asked if our work together has been beneficial.

I started Stanton Financial Planning to provide fee-only, comprehensive and holistic financial planning and investment advisory services to individuals and families in the Greater Chicagoland area, helping them to create the life they dream of, and the peace of mind they desire.

If you are interested in having a trusting relationship with someone who will listen to you, put your interests first, and help you with all of your financial worries, you've come to the right place! Contact us and let's determine whether we are a good fit!.... See More

Contour Financial is a Financial Planning and Registered Investment Advisor firm located in Orland Park, Illinois. The firm offers personal and business financial planning services as well as asset management. Our organizational structure is fee-only, and all of our services are offered 100% on this basis. We work with people who are either well established financially, or firmly committed to attaining that goal. Contour Financial is ready to help with sound, professional advice not only with investments, but also with other important aspects of your life such as cash flow, education, insurance, estate, and retirement planning. Our firm works only with clients that are very serious about their financial future and wish to develop a long-term relationship with us. Potential clients should read through our website, www.ContourFinancial.com, before contacting us. We have found this process over the years to be the best for all parties involved. In addition, please note that almost all of our clients are billed either quarterly or semi-annually based on investment levels. Only special projects not involving investments are completed on an hourly basis. We look forward to hearing from you after you have become acquainted with our firm.... See More

Contour Financial website

Elizabeth Buffardi, CFP, CPA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);At Crescendo Financial Planners, Inc., we are comprehensive planners, which means we look at all the parts of your financial life, such as investments, budgets and savings, insurance, estate plans, retirement goals, etc. We take a big picture view of your financial life, while still paying attention to all the details.Crescendo is also a fee-only firm. This means that the fee you pay is the only way we are compensated. We do not take or receive any commissions. The advice we give you is based on what you need, and not on what we receive. We act as your financial translator when there are things that don’t make sense. We work as your financial Maestro to make sure all the parts of your financial life are working together. We want you to achieve your goals. We are here to help you reach them.Visit our website at www.crescendofinancialplanners.com @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Joseph Alotta, BS, CFP, CFS, MA, MBA
Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life. He has held executive positions at several large institutional banks: JP Morgan Chase, Wells Fargo and Goldman Sachs. He hold a BS in Economics and an MBA in Finance from New York University, and a diploma in Financial Planning from DePaul University. He is also a Certified Finacial Planner, a Registered Investment Advisor and a member of the National Association of Personal Financial Advisors, the most respected professional organization.Mr. Alotta's background is in systems engineering and statistics. His primary focus is managing portfolios of utility and industrial stocks. He speaks on the topics of stock investing, financial planning, precious metal investing, computer security and privacy. He lives in Westmont and his office is in Oak Brook.... See More

Sophie Kaluziak, CFP, CPA
Vista Financial Planning provides comprehensive financial planning to individuals and couples. Vista's clients range from those just starting their careers to retirees.
Vista integrates into the planning process the six areas that are crucial for achieving personal financial success, i.e. budgeting/cash flow, investment management, retirement planning, tax management (planning and preparation), estate planning, and risk management (insurance).
Vista believes financial planning is a process and works with clients on an ongoing basis to help them achieve their goals.
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Brian Thompson, CFP, JD
I started Brian Thompson Financial with a simple goal: to educate and empower a new generation to align their life with their money. Now's the time. I'm here to help.
Young adulthood is a complex time, especially in this era of marriage equality, the Affordable Care Act, convoluted tax laws and widespread student debt. You'll have a tangle of conflicting obligations but also a lot of opportunity for richness, joy and choice in the future.
Now more than ever, Generation X and Y LGBTQ couples, families and professionals need someone they can trust on their side. That's where I come in.
As a CERTIFIED FINANCIAL PLANNER™ and tax attorney, I have the experience and expertise to help you help navigate the complexity of your personal, professional and financial lives. My role is to be your objective, supportive voice that helps bring to your attention new opportunities, avoid missteps, and offer advice based on what matters most to you.
Whether you're preparing for marriage or home ownership, ready to start a family or change careers, chiseling down debt or just want a better handle on your budget, together, we'll tackle your questions to help you thrive now and in the future by making good decisions today.
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William Keffer, CDFA, CFP, ChFC, CLU, MBA
Our Mission: To provide hourly, as-needed, independent financial planning to families and individuals in Wheaton, Glen Ellyn, Naperville and nearby DuPage communities. Your retirement, college, 401k and investment planning will be handled by a Certified Financial Planner™ with no products to sell and no account minimums. We are a fee-only CFP®, compensated solely by clients. Our cost-conscious, objective approach helps you act confidently. ... See More

Henry Gorecki, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We provide financial planning services, investment management services and educational workshops for individuals, families and small businesses. We can help you: Define your financial goals Build a diversified, low-cost investment portfolio - and stick with it! Make sure you have the lowest-cost insurance coverage for your needs Plan for the most comfortable retirement your savings will allow Reduce taxation on your investments Pass assets to your heirs In providing our services, we act as fiduciary - always placing your best interests first! ... See More

Colin Chase, CFP, MBA
Mindful Money Financial Counsel, LLC is a Chicago-based investment advisory firm offering fee-only financial planning and investment advice. We work with individuals, families and small business owners, many of whom are interested in integrating their finances with their values.
Everyone needs someone in their life they can trust, especially when it comes to financial matters. Mindful Money Financial Counsel, LLC was created to give people a place to get trusted advice. Because we operate on a fee-only basis -- rather than a commission-based system where advisors are merely selling you a financial product -- we are able to work for you to provide objective advice to help you move towards your goals and vision. If you are seeking to achieve more fulfillment, satisfaction, and financial peace in your life, then Mindful Money Financial Counsel, LLC may be the right choice for you. We provide advice to everyone from the seasoned experienced investor to the new couple getting their finances in order.... See More

Robert Finley, CFA, CFP
Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country.
You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs-not prepackaged, inflexible, one-size-fits-all options.
As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level.
To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.... See More

Nathan Eads, CFP
A Plan For Every Stage In Life
At the core of your relationship with Moller Financial Services is a coordinated approach to managing your wealth, providing you and your family with the security that comes from knowing you have planned financially for every stage of your life. We can help you:
Articulate: Achieving your dreams starts with identifying and quantifying them.
Manage: We work with you to design, implement, and oversee an investment strategy tailored to meet your specific financial goals.
Protect: Your investment portfolio is only part of the equation. You also need ways to minimize your tax liabilities and guard your family's financial future from unforeseen events.
Enjoy: We'll help you balance your current needs with your short and long-term goals. Knowing that your future plan is on track, you are free to enjoy your life today.
Distribute: The right planning can help ensure that what you have built will eventually benefit the people and organizations that mean the most to you.... See More

Christopher Long, CFP, MBA
Long Financial Planning offers Comprehensive Financial Planning services for individuals and 401k advisory services for Small Businesses.
Our full planning process is very thorough. The initial plan takes place over a series of 4 meetings and covers everything from goal setting, investment recommendations, 'what if' scenario development for major decisions, to estate planning. Clients who complete the full plan have the opportunity to become retainer clients who receive ongoing planning assistance and investment management.
We also offer a one-time 3-hour planning session for clients whose situation is less complicated and want to implement any recommendations themselves.
Use the quiz on our website to see which service is the best fit for your needs.
We also serve as advisors to small business on their 401k plans. We assist them with developing an investment policy statement, provide investment recommendation options to the plan and monitor them, as well as provide employee education. Since we do not sell products, we can provide our clients with advice that is in the client's best interest and not tainted by product sales. Using our approach our clients have been able to substantially reduce the costs of their 401k plans.
See how your company's 401k plan stacks up using the evaluation tool on our website.
Christopher Long is a Certified Financial Planner(r). His education background includes a BA in Economics from Yale, and a MBA from Stanford.... See More

Lois Basil, CFP
Basil Financial Group LLC is a fee-only financial planning firm that specializes in providing holistic financial planning services to individuals and their families.
As a financial professional, my passion is helping people make smart decisions about their money. I created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. I love what I do because I know it helps my clients have happier relationships and more fulfilling lives.
When we start working together, we will talk about your needs and how you want to lead your life. My goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, I will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance, and estate and real estate planning.
For all the work we do together, I charge just one annual retainer fee. That means you can meet with or speak to me any time during the year if you have new questions or as your situation or goals change.
I owned my own Chicago-based accounting firm for 13 years before enrolling in Northwestern University's Certified Financial Planner™ program, and I am a Registered Investment Advisor with the State of Illinois. I serve as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. I am also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.
I understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals. Why don't we get started today?... See More

The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it.