Top financial advisors in Carbondale, 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 Carbondale, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how property taxes impact your overall retirement budget.
- Retirement income planning. Confirm how they factor in Illinois' lack of state tax on retirement income alongside your other income sources.
- Property tax impact. Ask how they incorporate potentially high local property taxes into your cash flow and long-term plans.
- Experience level. Look for advisors who have navigated retirement planning in Illinois specifically, as local nuances matter.
- Firm size considerations. Understand how working with advisors from large firms versus independent ones might affect your personalized attention and resources.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mary S
Series 65
Carbondale, IL
Alliance Wealth Advisors
Mary Swearingen offers retirement income planning in Carbondale, IL, with a focus on wealth management and both passive and active portfolio strategies. As an independent advisor at Alliance Wealth Advisors, she provides personalized discretionary investment services with a 1.50% AUM fee, catering to individual and high net worth clients, which may offer more tailored attention compared to larger firms.
Experience: 0 years
Avg account: $349,118
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Zach N
VerifiedCFP®
Carbondale, IL
Novak Financial Partners
Zach Novak, a CFP®-certified advisor in Carbondale, IL, specializes in retirement and tax planning with a decade of experience, making him well-equipped to address Illinois' unique tax landscape including high property taxes. His flat-fee structure and independent practice offer transparent, personalized service, particularly appealing to Millennials and mid-career professionals seeking a collaborative, values-driven financial approach.
Experience: 10 years
Avg account: $605,570
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Nicholas R
Series 63, Series 65
Carbondale, IL
Cetera
Nicholas Ramsey's decade of experience and Series 63 and 65 credentials equip him to address retirement income planning in Carbondale, IL, considering local tax nuances. Affiliated with Cetera, a large firm managing over $256 billion, he offers flat-fee and AUM-based pricing, serving a diverse client base including business owners and executives, which may provide broader resources compared to smaller firms.
Experience: 10 years
Avg account: $306,089
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Mark C
CFP®, Series 66
Carbondale, IL
Independent Wealth Network, Inc.
Mark Chalem offers retirement planning expertise in Carbondale, IL, with a decade of industry experience and CFP® certification, making him well-versed in local tax nuances including Illinois' lack of state tax on retirement income. As an independent advisor at Independent Wealth Network, Inc., he provides flat-fee financial planning and combines third-party and proprietary investment strategies, distinguishing him from advisors tied to larger firms.
Experience: 10 years
Avg account: $339,533
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Michael N
CFP®, Series 63, Series 65
Carbondale, IL
Raymond James Financial
Michael Neill brings over 41 years of experience in wealth management and tax strategies, making him well-equipped to address retirement income planning in Carbondale, IL, including local property tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee planning services, he serves diverse clients including business owners and executives, providing seasoned guidance with CFP® certification.
Experience: 41 years
Avg account: $700,796
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