Top financial advisors in Chicago, 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 live in Chicago and want to protect your wealth, you might be facing decisions about managing property taxes or planning for retirement without state income tax. A common mistake is overlooking how local property taxes impact your overall financial picture, which can affect your long-term goals.
- Property tax strategies. Ask how they help manage or plan around Chicago's high property taxes to preserve your assets.
- Retirement income planning. Confirm they consider Illinois' lack of state tax on retirement income when modeling your cash flow.
- Experience with local regulations. Ensure they understand Chicago and Illinois-specific financial rules that could affect your investments.
- Coordination with other professionals. Check if they work with your tax preparer or estate attorney to align strategies across your financial team.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edgar G
Series 63, Series 66
Chicago, IL
J.P. Morgan Securities
Edgar Giron Ramos offers wealth management services in Chicago with 18 years of experience and holds Series 63 and 66 licenses, positioning him to navigate local financial regulations effectively. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized reporting, he provides asset allocation advice with a 0.30% annual AUM fee, which may suit clients seeking comprehensive support from a well-established firm.
Experience: 18 years
Avg account: $318,381
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Charisma L
Series 65, Series 63
Chicago, IL
Transamerica Financial Advisors
Charisma Lariosa is equipped to address Chicago-specific financial needs, including property tax strategies and retirement income planning, through her role at Transamerica Financial Advisors, a large firm with diverse investment platforms. With five years of experience and Series 63 and 65 licenses, she supports clients using model portfolios and third-party managers, differentiating her approach from advisors at smaller firms or with less structured investment options.
Experience: 5 years
Avg account: $48,577
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Johnel M
Series 65, Series 63
Chicago, IL
Primerica Advisors
Johnel Mayberry at Primerica Advisors in Chicago offers expertise in income planning and tax-loss harvesting, which can help manage the impact of local property taxes and retirement income planning without state tax. Operating within a large firm, he provides discretionary asset management through a tiered wrap-fee structure, suitable for individual and high-net-worth clients seeking coordinated financial strategies.
Experience: 2 years
Avg account: $228,117
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Mario B
Series 63, Series 66
Chicago, IL
LPL Enterprise
Mario Bear's 11 years of experience and expertise in general retirement planning and tax-loss harvesting equip him to address Chicago's unique property tax challenges and retirement income considerations. Operating within LPL Enterprise, a large firm offering flat-fee financial planning and diverse investment options, he also brings insights from his real estate background, which may benefit clients managing local property assets.
Experience: 11 years
Avg account: $239,757
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Nahal S
Series 66, Series 63
Chicago, IL
Apollon Wealth Management, LLC
Nahal Sabbagh Kermani is well-equipped to address Chicago-specific financial needs, leveraging 10 years of experience and expertise in tax-loss harvesting and retirement plans for business owners. Her firm, Apollon Wealth Management, offers a blend of centralized investment strategies with local oversight, serving diverse clients including high-net-worth individuals, and charges flat fees starting at $5,000, distinguishing her from advisors with different fee models or narrower client focuses.
Experience: 11 years
Avg account: $1,342,146
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