Top financial advisors working with women business owners 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 run a business as a woman owner, you likely face unique challenges balancing growth, cash flow, and personal financial goals. A common mistake is working with advisors who don't fully understand how your business impacts your overall wealth and retirement planning.
- Business cash flow insight. Look for advisors who consider your business income cycles and expenses when planning your personal finances.
- Retirement planning integration. Confirm they help align your business exit or succession plans with your retirement goals.
- Tax strategy awareness. Even though Illinois doesn't tax retirement income, property taxes can be high; ask how they factor this into your long-term plan.
- Experience with women entrepreneurs. Seek advisors who recognize the specific financial pressures and opportunities women business owners face.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Leslie R
CFP®
Chicago, IL
Indie Financial Planning
Leslie Ransom specializes in financial planning for women business owners, particularly those in creative fields, with expertise in business ownership considerations, tax strategies for small businesses, and exit planning. Based in Chicago, she offers flat-fee and hourly pricing with no investment minimums, emphasizing holistic planning and education, which may appeal to Gen X entrepreneurs seeking an independent, personalized approach.
Experience: 11 years
Avg account: $330,365
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Ismat K
Series 63, Series 65
Northbrook, IL
Merrill
Ismat Khimani brings 29 years of experience in wealth management, specializing in women business owners and family business succession planning, which suits the needs of women entrepreneurs balancing business and personal finances. Based in Deer Park, IL, she works with a large firm, Merrill, offering a 1.10% AUM fee for managed strategies under $2 million, and supports diverse clients including executives and attorneys, providing comprehensive, personalized financial strategies.
Experience: 30 years
Avg account: $860,085
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Jacki L
CFP®
Chicago, IL
One Wild Life Advisors LLC
Jacki Liautaud is well-suited for women business owners in Des Plaines, IL, offering expertise in wealth management and understanding of business cash flow and tax planning. With 11 years of experience, CFP® certification, and a flat-fee structure ranging from $10,000 to $25,000, she brings practical, common-sense financial guidance and a strong network of professional contacts in Chicago to support comprehensive planning.
Experience: 11 years
Avg account: $516,662
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