Top financial advisors in Bolingbrook, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Bolingbrook, IL, if you're planning for retirement or managing significant assets and want to avoid costly mistakes like overlooking local tax nuances. One common error is not accounting for Illinois' lack of tax on retirement income, which can affect your withdrawal strategy.
- Local tax knowledge. Confirm how they incorporate Illinois' tax rules, especially the absence of retirement income tax, into your plan.
- Property tax impact. Ask how they help manage or plan around potentially high property taxes in your area.
- Experience with asset management. Look for advisors who balance growth and income strategies suited to your financial goals.
- Fee structure clarity. Understand whether their flat-fee approach aligns with your preferences and financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Chad K
Series 63, Series 65
Bolingbrook, IL
LPL Financial
Chad Kreifel's 21 years of experience and expertise in wealth management and retirement plans for business owners make him well-suited to address retirement planning needs in Bolingbrook, IL, including local tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and supported by an in-house research team, he provides a seasoned approach that balances growth and income strategies for diverse clients.
Experience: 22 years
Avg account: $399,489
-
Archie B
Series 63, Series 66
Bolingbrook, IL
Voya financial Advisors, Inc.
Archie Bragg Jr. brings 26 years of experience in retirement planning and income strategy, well-suited for clients in Bolingbrook, IL, navigating local tax nuances like the absence of retirement income tax. Affiliated with VOYA Financial Advisors, a large firm offering diverse advisory and brokerage services, he provides flat-fee and hourly consulting options, appealing to self-employed and retired clients seeking flexible fee structures.
Experience: 27 years
Avg account: $236,678
-
Daniel B
Series 66
Bolingbrook, IL
Edward Jones
Daniel Barnes offers retirement planning expertise for business owners and college savings strategies, supported by Edward Jones' extensive resources and large-firm capabilities in Bolingbrook, IL. With a Series 66 designation and a fee structure up to 1.35% annually, he combines personalized service with access to a broad range of advisory programs, differentiating him from advisors with smaller firm affiliations or less diverse offerings.
Experience: 1 year
Avg account: $246,728
-
Osman A
CFA®, Series 65, Series 63
Bolingbrook, IL
Evansbrook Capital Management
Osman Arain's expertise in wealth management and concentrated stock management, combined with his CFA designation and nine years of experience, equips him to address the financial complexities faced by high-net-worth clients in Bolingbrook, IL. His firm, Evansbrook Capital Management, uses a proprietary asset-allocation strategy tailored to tax situations and liquidity needs, offering a 0.85% AUM fee structure that may appeal to clients seeking independent advisory services.
Experience: 10 years
Avg account: $2,052,050
-
Scott W
Series 66
Bolingbrook, IL
Integrity Alliance, LLC
Scott Wei offers financial planning in Bolingbrook, IL, with a focus on annuities and ESG investing, which can support retirement and asset management needs. Working at Integrity Alliance, a large firm with 164 advisers, he provides flat-fee options and access to diverse investment approaches, distinguishing him from others by combining local presence with broad firm resources despite his relatively recent industry experience.
Experience: 1 year
Avg account: $454,036
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Bolingbrook, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")