Top financial advisors working with divorced clients in Illinois
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 life after divorce, you likely face complex financial decisions like dividing assets, managing new budgets, or planning for future stability. A common pitfall is working with an advisor who overlooks the unique cash flow and tax implications that come with divorce.
- Asset division insight. Confirm how they approach splitting retirement accounts and property to avoid unexpected tax hits or penalties.
- Cash flow planning. Ask how they help you adjust your budget and savings strategy to fit your new financial reality.
- Tax impact awareness. Illinois doesn't tax retirement income, but property taxes can be high; see how they factor this into your long-term plan.
- Experience with divorce transitions. Look for advisors who understand the emotional and financial shifts that affect your investment and insurance choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony Z
Series 63, Series 65
Chicago, IL
Mass Mutual Investors Services
Anthony Zitella's 21 years of experience and focus on divorce financial planning make him well-equipped to address the complex financial decisions faced after divorce in Illinois. His background as an attorney and founder, combined with expertise in cash flow and budgeting, sets him apart, while his affiliation with Mass Mutual Investors Services offers access to technology-driven analysis and a broad range of financial planning and asset management services.
Experience: 22 years
Avg account: $249,379
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Adin O
CFP®, Series 65
Rockford, IL
Savant Wealth Management
Adin Ocasio specializes in supporting divorced clients in Illinois by integrating retirement income strategies and Social Security optimization, which are crucial for managing post-divorce financial transitions. Operating within Savant Wealth Management, a large firm known for evidence-based, tax-aware investment approaches, he offers flexible flat-fee divorce planning services ranging from $5,000 to $50,000, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 3 years
Avg account: $2,108,203
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Cynthia M
CFP®, Series 65
Orland Park, IL
Contour Financial
Cynthia Menker specializes in supporting divorced clients in Illinois by integrating cash flow and tax planning with retirement strategies, addressing the unique financial challenges post-divorce. With 24 years of experience and CFP® certification, she offers flat-fee and hourly options, focusing on diversified portfolios for non-high-net-worth individuals, which may appeal to those seeking comprehensive planning without high account minimums.
Experience: 25 years
Avg account: $966,182
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Sarah L
Series 63, Series 66
Wilmette, IL
Edward Jones
Sarah Lehmer's 23 years of experience and focus on divorce financial planning make her well-equipped to address the complex financial decisions following a divorce in Illinois. As a seasoned advisor at Edward Jones, a large full-service firm, she also brings expertise in retirement income strategy and business ownership considerations, offering a broad perspective that can benefit clients navigating post-divorce financial transitions.
Experience: 23 years
Avg account: $246,728
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Bola H
Series 66
Chicago, IL
Merrill
Bola Habib specializes in divorce financial planning in Illinois, offering expertise in asset division, cash flow adjustments, and tax impact awareness crucial for those navigating post-divorce finances. Working at Merrill, a large firm, she combines a long-term wealth management perspective with immediate financial responsiveness, focusing on women professionals and young families, which distinguishes her approach from other advisors in the region.
Experience: 3 years
Avg account: $860,085
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