Financial Advisors in Winfield, Illinois (Dupage County)

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

Charles Perkins, CDFA, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Kingsley Perkins and Company, LLC, was created using the concept of Fee-Only financial planning. A Fee-Only planner does not receive any fees or commissions from any bank, brokerage house, or insurance company. This means that the planner’s interests are aligned with those of the client. A Fee-Only relationship puts the planner and the client on the same side of the table. This relationship allows the planner to coordinate investment and financial planning activities for the client that are consistent with the client’s unique needs and circumstances 30 N. Michigan Ave, Suite 1015 Chicago, IL 60602 Phone Fax ... 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

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

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

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.

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

UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas.

UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.... See More

Dan Sciarretta, CFP

Leslie Ransom

Lorrie Minor, CFP, CPA/PFS, MST
@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);Cardinal Mark LLC is a comprehensive financial planning and investment management firm located in Chicago, IL.We help specialize in: - Helping clients to balance their short-term and long-term needs and goals, and to understand and be comfortable about their chosen course of action - Optimally managing investment accounts by factoring in cash flow constraints, tax and estate planning considerations, and investment choices available through employer-sponsored plans @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

I have helped thousands of people successfully complete the rigorous CERTIFIED FINANCIAL PLANNER (tm) examination.

I offer private exam tutoring services by phone and in person. Patiently, I will help you simplify complex concepts and improve both your technical knowledge and test taking ability.... See More

222 South Riverside Plaza, Suite 900, Chicago, IL, 60606

Your Futures Trading Partner

Founded on the solid R.J. O'Brien reputation, we offer quality futures brokerage services to those trading in the commodity and financial futures, options, and forex markets. Our team of futures brokers has the expertise and passion for the markets that you will want and appreciate as your trading partner.

Dedicated personalized service and information

Through our strong customer service and open communication to manage trading risk we build solid working relationships with our clients. We understand that every commodities trader has unique needs, goals and experience. By opening a one-on-one dialogue we'll explore the various options and tools available that best meet your trading needs. We're here as a sounding board and share with you our knowledgeable market insight.

Extensive Trading Resources

RJO Futures is committed to providing our clients value-added resources such as market research, managed products, and online trading platforms. To manage your risk capital, RJO Futures offers a variety of personalized trading accounts that range from full service to self-directed, as well as managed futures and forex. We believe the more knowledge you have, the better trading decisions you make. And, timely research is an important part of developing a successful futures trading strategy. RJO Futures offers access to some of the best research in the industry.

Don't forget the execution. When it comes to high-performance online trading platforms RJO Futures has you covered. Whether you just need to manage your account activity, execute your online trading, or chart your favorite market, you will have choices from our own proprietary trading platforms or from several of our third-party providers."... See More

We are a fee-only financial planning firm that work in a fiduciary capacity with our clients. Our firm provides comprehensive financial planning and investment management services for individuals and small businesses. We work with you to identify your financial goals and to build strategies to help you achieve these goals. Our only source of compensation is you, our valued client. We work with people at all phases of their life. Please visit out Website for more information.... See More

Financial planning in Chicago, IL 60601.