Seasoned financial advisors working with founders and business owners in Centralia, 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 own a business or founded a company, you likely face complex financial decisions like managing cash flow, planning for growth, or preparing for an exit. Without experience in these areas, advisors might overlook how your business finances and personal goals intertwine, leading to gaps in your overall plan.
Seasoned advisors bring decades of experience, helping you navigate challenges unique to founders and business owners.
- Business and personal finance integration. Confirm how they balance your company’s needs with your personal financial goals to avoid conflicts.
- Exit and succession planning. Ask about their approach to preparing your business for sale or transition, ensuring it aligns with your retirement timeline.
- Risk management for owners. Check how they address risks like key person insurance or liability protection specific to your business.
- Tax implications in Illinois. Since retirement income isn’t taxed here, see how they leverage this in your long-term planning while considering high property taxes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lea A
Series 66
Salem, IL
Benjamin F. Edwards & Company, Inc.
Lea Ashby brings 21 years of experience advising founders and business owners, with expertise in retirement plans like SEP and solo 401(k), tax-loss harvesting, and active portfolio management. Based in nearby Salem, IL, she operates within a large firm offering flat-fee financial planning options, which may appeal to clients seeking structured fees and comprehensive wealth management services.
Experience: 22 years
Avg account: $553,528
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Jay L
CFP®, Series 63, Series 66
Centralia, IL
Edward Jones
Jay Luse brings 23 years of experience and CFP® certification, specializing in retirement planning for founders and business owners in Centralia, IL. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a fee structure up to 1.35% annually, distinguishing him through extensive industry tenure and firm resources.
Experience: 24 years
Avg account: $246,728
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Douglas M
Series 63, Series 66
Salem, IL
LPL Financial
Douglas Malan's 22 years of experience and focus on retirement plans for business owners make him well-suited to address the financial complexities faced by founders in Centralia, IL. Operating through LPL Financial, a large firm, he offers flat-fee financial planning and integrates wealth management with tax-loss harvesting strategies, distinguishing him from advisors with narrower specialties or different fee structures.
Experience: 23 years
Avg account: $399,489
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Rex S
Series 63, Series 66
Mt Vernon, IL
Cetera
Rex Scott's 27 years of experience and focus on retirement plans for business owners make him well-suited to address the financial complexities faced by founders and business owners near Centralia, IL. His affiliation with Cetera, a large firm offering flat-fee financial planning and a broad range of portfolio management services, distinguishes him from others by combining seasoned expertise with flexible fee structures and comprehensive tax and accounting support.
Experience: 27 years
Avg account: $306,089
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Robert C
Series 63, Series 65
Mt. Vernon, IL
Equitable Advisors
Robert Coats brings 44 years of experience advising founders and business owners, focusing on retirement income strategy and Social Security optimization, which are crucial for business owners planning their financial future. Based in Mt. Vernon, IL, he works with high-net-worth baby boomers through Equitable Advisors, a large firm offering tailored financial planning and asset management with flexible fee structures ranging from hourly to asset-based fees.
Experience: 45 years
Avg account: $609,299
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