A complete list of active advisors currently associated with Strategic Advisors of Illinois

Warmer can help you find a great advisor at Strategic Advisors of Illinois or one who fits your needs even better.

Strategic Advisors of Illinois provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, with an emphasis on pre‑ and post‑retirement planning and cash‑flow modeling. Services include ongoing asset management, tiered financial planning packages, standalone planning engagements, and informational seminars and workshops offered at no charge. The firm constructs client portfolios using client‑specific investment policy statements and fundamental analysis, typically employing mutual funds, ETFs and institutional share classes and relying on third‑party platforms for separate account management and reporting. Accounts are managed on a discretionary basis with periodic reviews (at least semi‑annually) and client contact tied to changes in financial circumstances or planning tier selected. Compared with many independent advisers, the firm combines several uncommon features: it operates as a wrap fee program sponsor, has an affiliation with an accounting practice, and its advisory personnel are also registered representatives of a broker‑dealer and hold insurance licenses—arrangements that can give rise to commission compensation and custodial program benefits. Those overlapping roles and revenue sources are disclosed in the brochure and distinguish the firm from most solo independent advisers.

To learn more about the advisors currently working at Strategic Advisors of Illinois, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.