Top financial advisors working with founders and business owners in Canton, 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.
If you run a business or recently started one, you need an advisor who understands the unique challenges of managing business finances alongside personal wealth. A common mistake is treating your business and personal finances separately, which can lead to missed tax benefits and cash flow issues.
- Business cash flow insight. Look for advisors who ask detailed questions about your business income cycles and expenses to help plan your personal finances realistically.
- Tax planning awareness. Since Illinois doesn’t tax retirement income but has high property taxes, confirm how they balance these factors in your overall strategy.
- Exit and succession planning. Ask how they help founders prepare for selling or passing on their business, not just day-to-day financial management.
- Integration of personal and business goals. The best advisors connect your business growth plans with your personal financial objectives, ensuring one supports the other.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brendan K
CFA®
Edwards, IL
Total Clarity Wealth Management, Inc
Brendan Kaar's experience with retirement plans for business owners and active portfolio management suits founders balancing business and personal finances. Based in Edwards, IL, he offers flat-fee and independent advisory services through Total Clarity Wealth Management, which supports diverse clients with discretionary portfolio management and philanthropic planning, differentiating him from others by combining specialized investment strategies with comprehensive financial planning.
Experience: 10 years
Avg account: $731,222
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Sarah K
Series 66
Canton, IL
LPL Financial
Sarah Keefer's 16 years of experience and Series 66 license equip her to address the financial complexities faced by founders and business owners in Canton, IL, including retirement plans like SEP and solo 401k. Affiliated with LPL Financial, a large firm offering flat-fee planning and extensive investment research, she supports diverse clients with integrated wealth management and tax-loss harvesting strategies.
Experience: 16 years
Avg account: $399,489
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Tyler L
Series 66
Canton, IL
Edward Jones
Tyler Ludlum's eight years of experience and Series 66 designation equip him to address the financial complexities faced by founders and business owners in Canton, IL. Working with Edward Jones, a large full-service firm with extensive resources and a broad client base, he offers wealth management and tax-loss harvesting strategies, supported by a comprehensive advisory program with an AUM fee up to 1.35% annually.
Experience: 8 years
Avg account: $246,728
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Terry A
Series 63, Series 65
Cuba, IL
Equitable Advisors
Terry Anderson's 54 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited to assist founders and business owners in Canton, IL, with integrating personal and business financial goals. Operating from a large firm, Equitable Advisors, he offers a hybrid advisory and brokerage model with flexible fee structures, catering to high-net-worth baby boomers approaching retirement.
Experience: 55 years
Avg account: $609,299
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Dwight P
CFP®, Series 63, Series 65
Canton, IL
LaSalle St. Investment Advisors, L.L.C.
Dwight Pigg Jr. is well-equipped to assist founders and business owners in Canton, IL, with 27 years of experience and CFP® certification, offering flat-fee financial planning and active portfolio management. His leadership role at Ipava State Bank and involvement in real estate provide additional insight into business and personal wealth integration, distinguishing him from other advisors in the area.
Experience: 28 years
Avg account: $378,978
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