Top financial advisors in Downers Grove, 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 Downers Grove, IL, when you're planning for retirement or managing significant assets and want to understand how local factors like property taxes affect your strategy. A common mistake is overlooking how Illinois' lack of tax on retirement income can influence your withdrawal plans and overall tax efficiency.
- Local tax knowledge. Confirm how they incorporate Illinois' property tax rates into your long-term financial plan.
- Retirement income planning. Ask how they optimize income streams knowing retirement income isn't taxed in Illinois.
- Experience with diverse firms. Explore whether their background includes working with both large and independent firms to match your preferences.
- Fee structure clarity. Understand if they offer flat-fee arrangements and how that might impact your costs and services.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John G
Series 63, Series 65
Downers Grove, IL
Bentley Financial Group
John Gritis in Downers Grove, IL, offers extensive expertise in wealth management and options strategies, supported by 38 years of industry experience and Series 63 and 65 licenses. His firm, Bentley Financial Group, manages $393 million in assets using fundamental analysis and hedging, providing flat-fee and negotiable AUM pricing, which may suit clients seeking independent, seasoned guidance with diverse fee options.
Experience: 38 years
Avg account: $835,675
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Matthew K
CFP®, CFA®
Downers Grove, IL
Opus Financial Solutions LLC
Matthew Kunst specializes in retirement income strategy and tax-loss harvesting, making him well-suited for clients in Downers Grove, IL, who need to navigate local tax nuances like Illinois' property tax and untaxed retirement income. As a CFP® and CFA® with nine years of experience, he offers flat-fee financial planning through Opus Financial Solutions LLC, an independent firm focusing on high-net-worth clients and using ETF-based portfolios with integrated tax services.
Experience: 9 years
Avg account: $1,101,853
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James C
Series 63, Series 65
Downers Grove, IL
Wells Fargo Advisors
James Cannan's 45 years of experience and Series 63 and 65 licenses equip him to navigate retirement income planning in Downers Grove, IL, including local tax considerations. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers expertise in business exit strategies and special needs planning, distinguishing him from advisors focused solely on individual retirement planning.
Experience: 45 years
Avg account: $514,335
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Ryan K
Series 66
Downers Grove, IL
Edward Jones
Ryan Knudsen's 19 years of experience and Series 66 designation equip him to address retirement income planning and local tax considerations in Downers Grove, IL. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management services with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with different fee models.
Experience: 19 years
Avg account: $246,728
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Lisa M
Series 63, Series 65
Downers Grove, IL
LPL Financial
Lisa Mccarthy's 12 years of experience and Series 63 and 65 licenses equip her to address retirement income planning and local tax considerations in Downers Grove, IL. Working with LPL Financial, a large firm offering flat-fee financial planning and diverse client services, she brings expertise in wealth management and tax-loss harvesting, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 12 years
Avg account: $399,489
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