Top financial advisors in Pontiac, 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 Pontiac, IL when you're planning for retirement or managing significant assets and want to avoid costly mistakes like overlooking local tax implications. A key misstep is not accounting for Illinois' unique tax environment, such as the absence of state tax on retirement income but potentially high property taxes.
- Local tax knowledge. Confirm how they incorporate Illinois' tax rules into your retirement and investment plans.
- Asset management approach. Ask how they balance growth and preservation tailored to your retirement timeline.
- Experience with diverse clients. See if they have worked with clients at your life stage or financial complexity.
- Fee structure clarity. Understand whether their flat-fee or other pricing models align with your budget and service expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas N
Series 66
Pontiac, IL
Edward Jones
Thomas Nelson at Edward Jones in Pontiac, IL, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which is valuable for retirement planning considering Illinois' tax environment. Edward Jones is a large firm serving over four million clients, providing diverse investment strategies with a program fee up to 1.35% annually, suitable for clients seeking comprehensive support from a well-established network.
Experience: 0 years
Avg account: $246,728
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Dale M
Series 65
Fairbury, IL
Maley Financial Planning
Dale Maley offers financial planning expertise near Pontiac, IL, with 20 years of experience and a Series 65 designation, providing insight into local tax considerations relevant to retirement planning. His independent firm emphasizes personalized advisory services, and his engineering background at Caterpillar may contribute to a methodical approach, distinguishing him from advisors with different professional experiences or firm structures.
Experience: 20 years
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Molly G
ChFC®, Series 63
Pontiac, IL
Trader Wealth Management, LLC
Molly Gadbury offers expertise in options and derivatives strategies, tax-loss harvesting, and general tax planning, which are crucial for managing retirement assets in Pontiac, IL's unique tax environment. Her firm employs a strategic and tactical asset allocation approach with global diversification, serving high-net-worth clients with flat-fee and retainer pricing options, distinguishing her from advisors with different fee structures or investment focuses.
Experience: 3 years
Avg account: $890,419
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Todd M
Series 63, Series 65
Pontiac, IL
LPL Enterprise
Todd Manning's expertise in general retirement planning and tax-loss harvesting suits those navigating Illinois' unique tax environment, especially self-employed individuals and business owners. His flat-fee structure and affiliation with the large firm LPL Enterprise offer access to diverse client services and integrated investment platforms, distinguishing him from advisors with different fee models or smaller firm resources.
Experience: 4 years
Avg account: $239,757
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Richard H
Series 63, Series 65
Pontiac, IL
LPL Financial
Richard Hiatt's 28 years of experience and Series 63 and 65 credentials position him well to address retirement planning and asset management in Pontiac, IL, especially with his expertise in college savings plans. Affiliated with LPL Financial, a large firm offering diverse advisory programs and flat-fee structures, he provides seasoned guidance that balances growth and preservation tailored to clients' timelines and budgets.
Experience: 28 years
Avg account: $399,489
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