Top financial advisors in Schaumburg, 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 Schaumburg, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how local tax nuances affect your overall financial plan.
- Retirement income planning. Confirm how they incorporate Illinois' no state tax on retirement income into your cash flow projections.
- Property tax impact. Ask how they help manage or anticipate high property taxes in Schaumburg within your budget.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these influence investment and withdrawal strategies.
- Fee structure clarity. Discuss whether their flat-fee or other pricing models align with your financial goals and complexity.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
George C
Series 63, Series 65
Schaumburg, IL
Virtue Capital Management, LLC
George Clougher specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Schaumburg, IL, navigating Illinois' tax landscape. His firm, Virtue Capital Management, manages $1.2 billion with a model-driven investment approach and offers flat-fee financial planning, providing transparent pricing and access to discretionary portfolio management and ERISA consulting.
Experience: 9 years
Avg account: $225,128
-
Eeshan A
Series 65
Schaumburg, IL
Baker Street Investment Partners LLC
Eeshan Ahuja's experience with active portfolio management and options strategies at Baker Street Investment Partners suits clients in Schaumburg, IL, navigating complex investment landscapes including local tax considerations. His background as an independent private equity investor and the firm's focus on fundamental analysis and long-term equity ownership differentiate him from advisors emphasizing traditional retirement income planning.
Experience: 4 years
-
Thomas M
CFP®, ChFC®, Series 63
Schaumburg, IL
Ameriprise
Thomas Manzardo specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Schaumburg, IL planning for retirement without state tax but facing high property taxes. With 33 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, he serves clients approaching retirement with significant investable assets.
Experience: 33 years
Avg account: $471,167
-
Nicole S
CFP®, Series 66
Schaumburg, IL
Edward Jones
Nicole Schelkopf offers retirement income strategy expertise in Schaumburg, IL, with 11 years of experience and CFP® certification, making her well-versed in local tax nuances like Illinois' lack of state tax on retirement income. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides wealth management services with an annual program fee up to 1.35%, suitable for clients seeking comprehensive planning within a sizable firm environment.
Experience: 11 years
Avg account: $246,728
-
Eva H
Series 66
Schaumburg, IL
Raymond James & Associates
Eva Hahn offers retirement income and wealth management planning in Schaumburg, IL, leveraging her Series 66 designation and experience at Raymond James & Associates, a large firm known for tailored financial plans. She provides flat-fee and hourly pricing options, which may suit clients seeking clear fee structures, and her background includes business ownership and community involvement, adding a practical perspective to her advisory approach.
Experience: 1 year
Avg account: $788,879
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Schaumburg, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")