A complete list of active advisors currently associated with Vermillion Financial Advisors, Inc.
Warmer can help you find a great advisor at Vermillion Financial Advisors, Inc. or one who fits your needs even better.
Vermillion Financial Advisors serves individuals, pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations, offering financial planning and investment advisory services as well as investment advisory services for employer‑sponsored retirement plans. The firm’s planning menu includes a Personal Financial Inventory and a broad set of planning disciplines (retirement, tax, estate, education, insurance) and it offers both model Target Investment Portfolios (TIPs) and customized portfolio solutions (CPs). Vermillion typically provides advice on a non‑discretionary basis; the brochure states the firm does not manage client assets on a discretionary basis and describes limits of non‑discretionary service (client authorization is required for trades, with certain maintenance actions permitted). Clients can elect ongoing monitoring through the firm’s Investment Portfolio and Monitoring Service (IPRAMS), which specifies rebalancing triggers, reports and review frequencies to support portfolio oversight. What distinguishes Vermillion from many peers is the emphasis on structured, written communications and plan education: the brochure details a wide range of periodic reports and an IPRAMS reporting menu (quarterly, semi‑annual, annual) and a formal Trustee/Advisor review program for employer plans. The firm also explicitly offers participant education services—employee/participant meetings, workshops or seminars—tied to plan‑asset thresholds, reflecting a communications‑heavy, advisory model that differs from the typical discretionary, trade‑driven practice.
To learn more about the advisors currently working at Vermillion Financial Advisors, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
South Barrington, IL
| 15
| |
South Barrington, IL
| 4
| |
South Barrington, IL
| 1
| |
South Barrington, IL
| 28
| |
South Barrington, IL
| 28
|
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