Top financial advisors in Elgin, 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 Elgin, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how property taxes impact your overall retirement budget, which can reduce your spending power unexpectedly.
- Retirement income planning. Confirm how they factor in Illinois' lack of state tax on retirement income alongside your property tax obligations.
- Property tax impact. Ask how they model property tax fluctuations and their effect on your cash flow.
- Experience with local tax rules. Ensure they understand Illinois-specific tax nuances that affect your retirement strategy.
- Long-term budgeting. Check if they help you plan for property tax increases over time, not just current rates.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Michael E
Series 63, Series 65
Elgin, IL
Ameriprise
Michael Ellsworth specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Elgin, IL planning for retirement without state income tax but facing high property taxes. With 33 years of experience at Ameriprise, a large firm offering tax-efficient strategies and a 0.15% AUM fee, he serves individuals approaching retirement with specific asset criteria, providing research-driven, non-discretionary advice.
Experience: 33 years
Avg account: $471,167
-
Kevin S
Series 65
Elgin, IL
AE Wealth Management, LLC
Kevin Sanders in Elgin, IL, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help address retirement income planning without state tax. His affiliation with AE Wealth Management, a large firm with a platform-centered investment approach, and his flat-fee structure provide flexible options compared to other advisors who may have different fee models or firm sizes.
Experience: 12 years
Avg account: $387,358
-
Joseph H
Series 66
Elgin, IL
PNC Wealth Management
Joseph Holakovsky in Elgin, IL, brings 13 years of experience and a Series 66 designation, working with PNC Wealth Management, a large firm known for model-based advisory services and algorithmic investment strategies. His expertise in passive and active portfolio management suits clients seeking structured wealth management, with a 0.85% annual AUM fee, differentiating him through access to advanced digital tools and a broad firm infrastructure.
Experience: 13 years
Avg account: $182,752
-
Raymond E
Series 66
Elgin, IL
Edward Jones
Raymond Ercoli's decade of experience at Edward Jones in Elgin equips him to address retirement income planning with attention to Illinois' tax environment, including property tax impacts. His firm's large scale and diverse advisory programs provide options for managing wealth and tax-loss harvesting, which may benefit retirees seeking multi-generational wealth transfer strategies.
Experience: 10 years
Avg account: $246,728
-
Alexander L
Series 66
Elgin, IL
J.P. Morgan Securities
Alexander Lenz offers wealth management services in Elgin, IL, backed by 19 years of experience and a Series 66 designation. Working with J.P. Morgan Securities, a large firm known for institutional consulting and comprehensive asset allocation advice, he provides non-discretionary advisory programs with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 19 years
Avg account: $318,381
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Elgin, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")