Top financial advisors in Dixon, 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 Dixon, IL when you're planning for retirement or managing significant assets and want to avoid costly mistakes like overlooking local tax implications. A common error is not accounting for Illinois' lack of state tax on retirement income, which can affect your withdrawal strategy.
- Local tax knowledge. Confirm the advisor understands Illinois' tax rules, especially that retirement income isn't taxed but property taxes can be high.
- Retirement income sequencing. Ask how they plan withdrawals to minimize overall tax and maximize income longevity.
- Asset allocation with tax in mind. Ensure they consider tax impacts when recommending investment mixes, not just returns.
- Experience with diverse clients. Look for advisors who have helped clients with similar financial situations and goals as yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam O
Series 63, Series 65
Dixon, IL
Packerland Brokerage Services, Inc.
Adam Olson's 33 years of experience and expertise in retirement income strategy and wealth management make him well-suited for clients in Dixon, IL planning for retirement. His firm offers flat-fee financial planning ranging from $500 to $10,000 and serves diverse clients including individuals and retirement plan sponsors, providing both discretionary and non-discretionary portfolio management with tools like automated rebalancing.
Experience: 33 years
Avg account: $277,427
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Steven S
Series 66
Dixon, IL
LPL Financial
Steven Strum in Dixon, IL, offers expertise in wealth management and retirement plans for business owners, with a decade of experience and a Series 66 designation. His affiliation with LPL Financial, a large firm, provides access to diverse advisory services and model portfolios, while his flat-fee structure and additional tax planning and notary services distinguish him from other local advisors.
Experience: 10 years
Avg account: $399,489
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Mason K
Series 66
Dixon, IL
Raymond James Financial
Mason Kaiser offers retirement planning expertise in Dixon, IL, supported by his Series 66 designation and experience at Raymond James Financial, a large firm serving diverse clients including high-net-worth individuals and organizations. His flat-fee structure and focus on tailored plans through client interviews and risk profiling distinguish him from others who may use hourly fees or less personalized approaches.
Experience: 1 year
Avg account: $700,796
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Aaron Y
CFP®, Series 66
Dixon, IL
Edward Jones
Aaron Young specializes in retirement income strategy and general retirement planning, making him well-suited for clients in Dixon, IL seeking to optimize tax-efficient withdrawal sequencing and asset allocation. With 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach and serves diverse clients including retirees and business owners.
Experience: 15 years
Avg account: $246,728
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Randal G
Series 63, Series 65
Dixon, IL
Ameriprise
Randal Gabaldon specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Dixon, IL approaching retirement. With 30 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning, he serves clients with significant assets and charges a 0.15% AUM fee, differentiating him through his extensive background and tailored approach.
Experience: 31 years
Avg account: $471,167
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