Top financial advisors in Evanston, 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 Evanston, IL when you're planning for retirement income and want to understand how local tax rules affect your strategy. A common mistake is overlooking property taxes, which can be high here, impacting your overall cash flow.
- Retirement income planning. Confirm how they factor in Illinois' lack of retirement income tax but consider property tax burdens.
- Property tax impact. Ask how they model property taxes in your long-term budget to avoid surprises.
- Experience with local regulations. Ensure they understand Illinois-specific tax nuances that influence retirement decisions.
- Holistic cash flow approach. Look for advisors who integrate all income sources and expenses, including taxes, for a realistic plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edward B
Series 66
Evanston, IL
Commonwealth Financial Network
Edward Bothfeld specializes in retirement income strategy and tax-loss harvesting, which are crucial for managing Evanston's property tax impact on cash flow. Operating within Commonwealth Financial Network, a large firm with nearly 3,000 advisors, he offers flat-fee consulting options and has a decade of experience, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 10 years
Avg account: $568,323
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Joseph S
Series 66
Evanston, IL
TIAA-CREF
Joseph Simoncelli offers retirement planning expertise tailored to educators and business owners in Evanston, IL, with a focus on estate planning and SEP or solo 401k plans. Affiliated with TIAA-CREF, a large firm serving high-net-worth clients, he provides both financial planning and discretionary managed accounts with a 0.30% annual wrap fee, distinguishing him through access to institutional resources and ongoing portfolio management.
Experience: 2 years
Avg account: $523,144
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Brian K
CFP®, Series 66
Evanston, IL
Mutual Advisors, LLC
Brian Kearns, a CFP® with 13 years of experience in Evanston, IL, offers expertise in annuities and options strategies, which can be valuable for retirement income planning considering local tax nuances. His firm, Mutual Advisors, LLC, manages $6.75 billion with 123 advisors, providing both passive and active investment approaches and flexible fee structures including flat fees, distinguishing him from others in the area.
Experience: 13 years
Avg account: $868,413
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Patricia F
Series 66
Evanston, IL
Edward Jones
Patricia Finley in Evanston, IL, specializes in wealth management and tax-loss harvesting, which can help address local tax considerations like property taxes in retirement planning. With eight years of experience and a Series 66 designation at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach supported by extensive resources and a 1.35% annual program fee.
Experience: 8 years
Avg account: $246,728
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Zachary S
Series 65
Evanston, IL
MariPau Wealth Management LLC
Zachary Steinhandler's nine years of experience and focus on annuities position him to address retirement income planning in Evanston, IL, where property tax considerations are crucial. As an independent advisor at MariPau Wealth Management, he offers tailored portfolio management and financial planning services, collaborating with affiliates to provide diverse strategies for individual and high-net-worth clients.
Experience: 9 years
Avg account: $341,888
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