Financial Advisors in Park Ridge, Illinois (Cook County)

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

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

Therese Martin, BS, CFP, CLU

Thomas Zimmerman, CFP
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any payments from anyone other than our clients. ZWM provides objective advice, and we have achieved competitive returns, while usually providing lower-than-market volatility. Another one of our primary goals is to deliver the best in personalized service. Prior to opening ZWM, Tom Zimmerman advised the same clients while a partner at another firm. Most of Tom's clients have been with him for over 10 years, and many for over 20 years. Please visit our website, www.ZimmermanWealth.com for more information. Feel free to contact us to learn more about our firm, and to obtain references. We look forward to the opportunity to learn about your situation, and to see if ZWM would be a good fit for you.... See More

Danielle Schultz, CDFA, CFP
Haven Financial Solutions is a fee-only financial planning firm. That means our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling you any financial products. You can trust us to offer you professional financial advice tailored to your own unique needs and goals. We can work with you on a comprehensive investment portfolio design and management, or on an hourly, as-needed basis,
Contact us today for more information on our services and to schedule an initial consultation..




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Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our diverse client base includes individuals, families, professionals and retirees.We have unparalleled experience, credentials and understanding of global markets and the ability to structure portfolios that best support our clients unique objectives.We appreciate the need for, and highly value, proactive communication with clients, especially when market conditions become unstable.It is key that we meet/speak with our clients several times per year to discuss markets as well as understand changes in personal circumstances that may impact how assets are best managed.Our low-cost approach to planning is amongst the most competitive in the industry. Never will a client incur a sales load or other type of charge. We adhere to a fixed percentage of assets under management fee schedule. No hidden fees, simple to understand.We provide clients with access to no-load mutual funds offered by Dimensional Fund Advisors, a top-tier manager. These highly-rated funds are not available to the general investing public.Clients are relieved of the responsibilities associated with managing portfolios, and instead, are free to focus on other important aspects of their lives, such as families and other personal pursuits.Founded in 2001 by a seasoned investment professional with over 25 years of private and institutional portfolio management experience. Our clients work with an actual portfolio manager, not a salesperson or broker.Please... 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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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

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

Andrew Feldman, CFP

A J Feldman Financial, LLC is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create customized, transparent and easy to understand financial plans. Our goal is to give each client peace of mind to help build and maintain future wealth.

At A J Feldman Financial LLC, we identify the best products for each client's needs. We never take a brokerage commission on any products. As a registered investment advisor we adhere to the fiduciary standard. A fiduciary standard means that we put your interests first.
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Sue Stevens, CFA, CFP, CPA/PFS, MBA, MS
Stevens Wealth Management is an independent fee-only asset management and strategic planning firm located on Chicago’s North Shore in Deerfield, IL. Our mission is to proactively act in our client’s best interest as a fiduciary. Our goal is to help clients attain peace of mind through a process of visionary, comprehensive investment management and retirement strategies. At Stevens Wealth Management we believe a successful advisory relationship is a partnership where all parties bring honesty, integrity and intelligence to the table.... See More

David Theis, BS, CFP
We specialize in Retirees Fee-Only Financial Advisors, Ltd. is a Retiree-centered firm, with over 20 years of financial experience, committed to helping clients achieve their financial goals. Why choose Fee-Only Financial Advisors, Ltd.? Retiree FocusPersonal AttentionCaring and CompetentWe can help you answer these questions: InvestmentsAre you taking too much risk?Are your investments managed properly?Retirement IncomeWill you have the income you need?Will your income keep pace with healthcare costs?Tax ReductionHave you minimized your income tax & property tax?Have you minimized your estate tax?
We work for You The only compensation we receive is what you pay us directly. We accept no commissions, referral fees, or reimbursements from our recommendations. Our interests are aligned with yours.... See More

Scott Baril, CFP, CPA/PFS, MBA
Baril Advisors is a state registered investment adviser in the states of Illinois and Arizona. The firm provides independent fee-only financial planning and investment advisory services to individuals, families and business owners. Our office is conveniently located on Lake Cook Road and Weidner Road.... See More

Carin Roman, CFP
CCP, Inc. is a Fee-Only firm offering financial planning and portfolio management services to individuals and families since 1985. We address the areas of investments, insurance, retirement planning, tax planning, college education funding and estate planning tailored to the individual client's needs and lifestyle. With a focus on diversification, discipline and resource maximization, CCP, Inc. partners with our clients to help them achieve their financial and life goals.... 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