Top financial advisors in Peoria, 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 Peoria, IL when you're planning for retirement income and want to understand how local property taxes could affect your cash flow. A common mistake is overlooking how property taxes impact your overall budget, even though retirement income itself isn't taxed here.
- Property tax impact. Ask how they factor high local property taxes into your retirement spending plan.
- Income source coordination. Confirm they consider all income streams to maintain steady cash flow without surprises.
- Experience with local regulations. Ensure they understand Illinois-specific rules that affect your financial decisions.
- Long-term planning focus. Look for advisors who plan beyond immediate income needs to sustain your lifestyle over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bryce B
CFP®, ChFC®, Series 63, Series 65
Peoria, IL
Creative Financial Designs, Inc.
Bryce Breeden in Peoria, IL, offers retirement planning with a focus on ESG and sustainable investing, integrating local property tax considerations into cash flow strategies. His firm, Creative Financial Designs, provides diverse investment approaches including passive ETFs and Biblical Responsible Investing, with flexible fee options ranging from hourly to retainer fees, catering to individual and charitable clients.
Experience: 5 years
Avg account: $275,989
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Brooks F
Series 66
Peoria, IL
Equitable Advisors
Brooks Flick specializes in retirement income strategy and Social Security optimization, making him well-suited to address retirement planning needs in Peoria, IL, including local property tax considerations. Affiliated with Equitable Advisors, a large firm serving high-net-worth clients, he offers a range of fee structures and combines advisory and brokerage services, providing flexibility compared to other advisors in the area.
Experience: 1 year
Avg account: $570,841
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Aaron O
CFP®, ChFC®, Series 66
Peoria, IL
Edward Jones
Aaron Osing specializes in retirement income strategy and general retirement planning, making him well-suited to address how local property taxes in Peoria, IL impact your retirement cash flow. With six years of experience at Edward Jones, a large full-service wealth management firm, he offers a range of advisory strategies and holds CFP® and ChFC® designations, providing comprehensive support for multi-generational wealth transfer and estate planning.
Experience: 7 years
Avg account: $246,728
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Waheeb G
Series 63, Series 65
Peoria, IL
LPL Enterprise
Waheeb Ghantous offers extensive expertise in general retirement planning and tax-loss harvesting, supported by 39 years of experience and Series 63 and 65 credentials, making him well-equipped to address retirement income and local tax considerations in Peoria, IL. Operating within LPL Enterprise, a large firm, he provides flat-fee financial planning and serves a diverse client base including self-employed individuals and business owners, distinguishing him from advisors with narrower client focuses.
Experience: 40 years
Avg account: $239,757
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Ronald R
Series 66
Peoria, IL
PNC Wealth Management
Ronald Rotondo Jr in Peoria, IL, brings 10 years of experience and a Series 66 designation, working with PNC Wealth Management, a large firm known for model-based advisory services and algorithmic risk assessment. His expertise in passive and active portfolio management suits clients seeking coordinated income strategies, while his background as an executive and musician adds a unique perspective compared to other local advisors.
Experience: 10 years
Avg account: $182,752
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