Top financial advisors working with divorced clients 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.
If you're navigating financial decisions after a divorce, you need an advisor who understands the unique challenges of dividing assets and planning for your new financial future. A common mistake is treating your situation like a standard financial plan without accounting for divorce-specific tax and cash flow issues.
- Asset division insight. Confirm how they approach splitting retirement accounts, investments, and property to align with your settlement terms.
- Cash flow planning. Ask how they help manage living expenses and support obligations post-divorce to maintain financial stability.
- Tax implications. Since Illinois has no tax on retirement income but high property taxes, check how they factor this into your ongoing tax strategy.
- Emotional sensitivity. Divorce can be stressful; see how they balance financial advice with understanding your personal circumstances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bola H
Series 66
Chicago, IL
Merrill
Bola Habib specializes in divorce financial planning and supports women professionals and young families, making her well-suited for clients navigating post-divorce financial challenges in the Downers Grove area. Working with Merrill, a large firm, she combines a long-term wealth management perspective with immediate financial responsiveness, charging a 1.10% AUM fee for managed strategies under $2 million.
Experience: 3 years
Avg account: $860,085
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Louis S
Series 66, Series 63
Lisle, IL
Mass Mutual Investors Services
Louis Sanfilippo specializes in divorce financial planning and cash flow budgeting, making him well-equipped to address the unique financial challenges faced by divorced clients in the Downers Grove area. Operating within the large firm Mass Mutual Investors Services, he brings 15 years of experience and serves diverse clients including business owners and executives, offering collaborative annual planning supported by advanced analytical tools.
Experience: 16 years
Avg account: $249,379
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Karen N
Series 65
Orland Park, IL
Contour Financial
Karen Nordstrom specializes in assisting divorced clients with retirement and income planning, leveraging 24 years of experience and a Series 65 designation. Operating from Orland Park, IL, she offers flat-fee and hourly options through Contour Financial, focusing on comprehensive financial planning and diversified portfolios tailored for non-high-net-worth individuals, which may suit those seeking personalized, independent advice nearby.
Experience: 24 years
Avg account: $966,182
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Jennifer W
CFP®, Series 63, Series 66
Oakbrook Terrace, IL
Edward Jones
Jennifer Wilken brings 30 years of experience and CFP® certification to support divorced clients in Downers Grove, IL, with specialized knowledge in divorce financial planning and business exit strategies. Affiliated with Edward Jones, a large full-service firm, she offers a comprehensive approach including retirement planning and intergenerational family advice, with an annual program fee up to 1.35% AUM, distinguishing her through extensive resources and seasoned expertise.
Experience: 31 years
Avg account: $246,728
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