Top financial advisors working with millennials in Des Plaines, 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're navigating your financial path as a millennial, you might be balancing student loans, saving for a home, or planning for early retirement. A common pitfall is focusing only on short-term gains without aligning your investments and savings with your long-term goals.
- Cash flow management. Look for advisors who help you budget and prioritize debt repayment alongside investing.
- Retirement planning nuances. Confirm they consider your unique timeline and potential career changes when recommending retirement accounts.
- Property tax impact. Since Illinois has no tax on retirement income but high property taxes, ask how they factor this into your housing and investment plans.
- Technology use. Millennials often prefer digital tools; check if the advisor offers online access and modern communication methods.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brett W
CFP®, EA
La Grange Park, IL
Wysopal Wealth
Brett Wysopal specializes in assisting millennials in the Des Plaines area, particularly high-net-worth technology professionals and executives managing equity compensation like RSUs and stock options. His firm offers tiered AUM fees with discounts for larger portfolios and emphasizes personalized, values-driven planning with a small client base, differentiating him through focused attention and expertise in complex equity strategies.
Experience: 9 years
Avg account: $610,455
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Alan M
Series 66
Oak Brook, IL
Merrill
Alan Madej specializes in wealth management and retirement planning tailored for millennials, offering expertise in education and legacy planning with 18 years of experience. Based in Oak Brook, IL, he works at Merrill, a large firm, and charges a 1.10% fee for managed strategies under $2 million, providing a structured approach that balances tax considerations and long-term goals.
Experience: 18 years
Avg account: $860,085
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Linda R
CFP®
Riverside, IL
Canela Wealth LLC
Linda Rapisardo specializes in financial planning for millennials and high earners not yet rich, offering flat-fee, advice-only services from her firm in Riverside, IL. With a CFP® designation and four years of experience, she focuses on comprehensive planning including cash flow, debt, retirement, and tax strategies, differentiating herself by providing transparent, unconflicted advice tailored to first-generation wealth builders balancing complex financial priorities.
Experience: 5 years
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Sylvia P
Series 63, Series 65
Chicago, IL
Natural Investments
Sylvia Panek specializes in serving millennial clients with a focus on values-based and sustainable investing, aligning well with long-term financial goals. Based in Chicago, she offers flexible fee options including hourly and retainer plans, and brings a decade of experience supported by her Series 63 and 65 licenses, distinguishing her through a commitment to socially responsible investment strategies.
Experience: 10 years
Avg account: $1,563,867
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Matthew B
CFP®, EA
Arlington Heights, IL
Maplewood Wealth
Matthew Barnard specializes in serving millennials, particularly high-earning professionals and attorneys, with 11 years of experience and CFP® and EA credentials. His flat-fee pricing and virtual practice offer accessible, tax-smart investment management and equity compensation expertise, differentiating him from others by combining in-house tax preparation with a focus on complex financial scenarios and a capped client load for personalized attention.
Experience: 11 years
Avg account: $441,919
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