Top financial advisors in Jacksonville, 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 Jacksonville, IL when you're planning for retirement or managing significant assets and want to avoid costly mistakes like misjudging tax impacts or investment timing. A common pitfall is overlooking local factors such as property taxes, which can affect your overall financial plan.
- Retirement income planning. Confirm how they account for Illinois' lack of state tax on retirement income but consider property tax implications.
- Asset allocation insight. Ask how they balance growth and risk tailored to your retirement timeline and local economic conditions.
- Fee structure clarity. Understand whether they charge flat fees or commissions, and how that influences their recommendations.
- Experience with local markets. Inquire about their familiarity with Jacksonville's economic environment and how it shapes investment choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig A
CFP®, Series 63, Series 65
Jacksonville, IL
Investment Advisors Group, LLC
Craig Albers offers retirement income strategy expertise with 32 years of experience, making him well-suited for clients in Jacksonville, IL planning for retirement. His firm provides flat-fee financial planning and uses a comprehensive investment approach combining fundamental, technical, sector, and cyclical analysis, distinguishing him from advisors who may rely on simpler methods or different fee structures.
Experience: 33 years
Avg account: $222,382
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Timothy F
Series 63, Series 66
Jacksonville, IL
STIFEL
Timothy Flinn specializes in general retirement and income planning in Jacksonville, IL, leveraging 13 years of industry experience and Series 63 and 66 licenses. Affiliated with Stifel, a large firm offering proprietary investment analysis and serving diverse clients, he brings a broad perspective compared to advisors at smaller firms, with additional community involvement that may enhance local market insights.
Experience: 13 years
Avg account: $773,556
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Brent B
Series 66
Jacksonville, IL
Kingsview Wealth Management, LLC
Brent Bordenkircher offers retirement income strategy expertise with 25 years of experience in Jacksonville, IL, understanding local tax nuances and property tax impacts. His firm, Kingsview Wealth Management, provides flat-fee financial planning and serves diverse clients including trusts and corporate entities, distinguishing him with a broad service scope and a seasoned, independent approach.
Experience: 25 years
Avg account: $703,115
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Robert B
Series 63, Series 66
Jacksonville, IL
Berthel, Fisher & Company Financial Services, Inc.
Robert Beard's 31 years of experience and expertise in concentrated stock management, options, derivatives, and real estate investing equip him to address complex retirement income and asset allocation needs in Jacksonville, IL. His flat-fee structure and role at BFC Planning, which serves diverse clients including pension plans and trusts, distinguish him from others by offering tailored, cost-transparent financial planning and portfolio management.
Experience: 31 years
Avg account: $265,151
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Frances B
Series 66
Jacksonville, IL
Edward Jones
Frances Brockhouse offers wealth management services in Jacksonville, IL, with expertise in tax-loss harvesting and multi-generational wealth transfer, which can support retirement income planning considering local tax factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a fee structure up to 1.35% annually and brings three years of industry experience, distinguishing her with access to extensive resources and investment strategies.
Experience: 3 years
Avg account: $246,728
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