Top financial advisors working with women business owners 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.
If you run a business as a woman owner, you likely face unique challenges balancing growth, cash flow, and personal financial goals. Without an advisor familiar with these nuances, you might miss opportunities to align your business success with your long-term wealth.
- Business and personal finance integration. Look for advisors who consider how your business income and expenses impact your personal financial planning.
- Cash flow management insight. Ask how they help you maintain steady cash flow while planning for taxes and investments.
- Growth strategy alignment. Confirm they understand how your business growth plans affect retirement and risk management choices.
- Experience with women entrepreneurs. Seek advisors who recognize the specific financial pressures and opportunities women business owners face in Schaumburg, IL.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tonya A
Series 66
Lemont, IL
Edward Jones
Tonya Almond specializes in retirement plans for business owners and business succession planning, making her well-suited to address the financial complexities women business owners face in Schaumburg, IL. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers wealth management services with a program fee up to 1.35% annually, providing access to extensive resources and a broad investment advisory network.
Experience: 1 year
Avg account: $246,728
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Ismat K
Series 63, Series 65
Northbrook, IL
Merrill
Ismat Khimani brings 29 years of wealth management experience, specializing in women business owners and family business succession, which suits the unique financial challenges faced by women entrepreneurs in Schaumburg, IL. As a seasoned advisor at Merrill, a large firm, she offers a 1.10% AUM fee for managed strategies under $2 million and integrates global investment insights with banking solutions, differentiating her through comprehensive, multilingual service and a focus on philanthropic and legacy planning.
Experience: 30 years
Avg account: $860,085
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Jacki L
CFP®
Chicago, IL
One Wild Life Advisors LLC
Jacki Liautaud is well-suited for women business owners in Schaumburg, IL, offering expertise in wealth management and a deep understanding of entrepreneurial challenges from her own family business background. She provides flat-fee financial planning, is CFP®-certified, and emphasizes practical, values-based guidance, distinguishing her with a comprehensive approach that integrates business and personal financial needs.
Experience: 11 years
Avg account: $516,662
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