Financial Advisors in Elmhurst, Illinois (Dupage County)

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

Armond Dinverno, CFP, CPA, JD
Balasa Dinverno Foltz LLC is a private wealth management firm that currently manages in excess of $3 billion in assets for individuals, retirement plans, charities, and trusts.
We are fee-only advisors and do not charge commissions or brokerage fees.
We take a comprehensive and fully-integrated approach to building and managing our client's wealth. BDF has service teams specializing in helping business owners and women achieve their professional and personal goals.
Our business owner's service team is skilled at conducting a complete business review and experienced at navigating the complexities of succession planning and family involvement in a business.
Our independent women's service team has first hand experience with the many transitions women face, and provides extensive financial experience to help successfully guide women through life's major events.
We deliver the highest level of personal service at BDF. It is a key reason behind our better than 98% client retention rate.
Everyone at BDF is focused on what is best for the client, their family, and their future. Our 50-member team includes attorneys, CPAs, CFP®s, MBAs, CFAs, a CTFA, and a CDFA™.... See More

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

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.
... See More

Therese Martin, BS, CFP, CLU

Mark Smith, CFP
Smith Financial Advisors specializes in retirement planning, investment management, and comprehensive financial planning. Fees are based on an hourly rate or based on assets under management. Smith Financial also provides corporate finance advisory services for small businesses.... See More

Kara Beth Vance, CFP
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Established over a decade ago by an experienced fee-only wealth advisor, our firm uses a team approach, allowing our clients to tap into a deep well of knowledge and expertise. We focus exclusively on planning and hourly counsel that is customized to each client's unique situation. We do not manage assets but do provide tailored advice so that clients can partner with us but still continue to have ultimate control. Timothy Financial has no income or net worth requirements and our clients come from a variety of backgrounds: new graduates to retirees, small business owners to corporate executives, young parents to grandparents. Our clients value the objectivity that our hourly-only model provides. They also appreciate that Timothy Financial receives no product-based commissions, asset management fees or any hidden fees. We invite you to explore our website or call us to learn more.
www.TimothyFinancial.com... See More

Personalized Small Business Management Consulting
Are you growing your business? Whether you're expanding into the vacant lot next door or opening an office in another state, Robert B. Fisher is an invaluable resource, personalizing his service to your particular situation.Mr. Fisher offers consulting services for growing businesses who need help with…

•Financing sources
•Tax questions
•Accounting systems
•Financial reporting
•Coordinating computer systems
•Employee benefits plans... See More

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family businesses. Sebold Capital Management works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, fringe benefits, and/or other issues specific to the client.... See More

Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry. Some of our clients have a clear vision for their future; others need help shaping one. With our wealth management process, Sebold Capital will help sharpen your focus, create tangible steps for moving forward, support you over the long term, give you the flexibility to recalibrate your course as life often requires, and help successful small and mid-size business owners transform their finances to make work optional.
Please visit us at seboldcapital.com.... See More

Jennifer Sanchez, BS, CFP, CPA
Integral Financial Planning LLC is a fee-only comprehensive financial planning firm, and our mission is to assist our clients in making their financial goals a reality. The name “Integral“ was chosen to reflect our financial planning philosophy. Integral is defined as all-encompassing, comprehensive and inclusive. The Integral Approach incorporates many different perspectives, styles and methodologies into a holistic plan. We review our clients’ entire financial situation, apply our extensive experience, and then construct a personalized plan. Our customized strategies include the areas of cash management, investments, retirement analysis, college planning, risk management, estate planning and other financial topics identified through the comprehensive review process.... See More

Jeffrey Dvorak, CFP
4D is an independent financial advisory and asset management firm at the leading edge of new thinking and innovative practice on personal financial planning. We are committed to creating customized financial solutions to meet our clients’ needs. Our goal is to become your trusted partner. We want you to feel better about life in general because you have set a course to achieve your financial goals. That, to us, is the core of personal financial success.... See More

Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team of professionals. In addition to being Certified Financial Planners, all are either Certified Public Accountants or have advanced education degrees.
We work closely with our clients to understand their long-term goals which may include building their wealth, creating a retirement income strategy, or navigating a life transition.
We manage our clients' portfolios by designing globally diverse portfolios with a strong sensitivity to minimizing taxes and costs whenever possible.
Currently we have over 200 wealth client relationships, manage over 500 investment portfolios and prepare over 400 tax returns each year.
We believe that building trust and continuity is important in our financial planning relationships which is why we do not provide financial planning services on an hourly basis. Our asset management minimum is $1 million and our annual asset management fee starts at 1% on the first $2 million and decreases as assets increase.... 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

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