Advisors

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The advisors listed on this website are all experienced fee-only financial planners located in or near Chicago, Ill.

All candidates for listing on this website must meet the following minimum requirements:

  • A minimum of 5 years of experience as a financial advisor

  • Must have one or more of the following credentials: CFP, CPA, PFS, CFA

  • Must serve clients in the Chicago Metro area

  • Fee-only – Must not accept commissions or referral fees

  • Must pass a regulatory review

None of these independent advisors is a stockbroker or insurance agent. Brokers and agents generally work for brokerage firms or insurance agencies and are not required to act in their clients’ best interests. Rather, they must recommend securities that are only “suitable” (a much lower standard). Financial advisors, on the other hand, have a fiduciary duty always to act in the best interests of their clients.

Daniel B. Carey, CFP®

Daniel B. Carey, CFP®

Mentor Capital Management, Inc.
Elizabeth Buffardi, CFP®

Elizabeth Buffardi, CFP®

Crescendo Financial Planners, Inc.
Cheryl Krueger, CFP®, FSA

Cheryl Krueger, CFP®, FSA

Growing Fortunes Financial Partners, LLC
Brenda Knox, CFP®, AIF®

Brenda Knox, CFP®, AIF®

Financial Elements, Inc.
Joseph J. Alotta, CFP®

Joseph J. Alotta, CFP®

Open Door Investment Advisors, Inc.
John S. Davis, CFP®

John S. Davis, CFP®

Mentor Capital Management, Inc.
Mark Smith, CFP®

Mark Smith, CFP®

Smith Financial Advisors Inc.
Lois Basil, CFP®

Lois Basil, CFP®

Basil Financial Group
Bob Gerstemeier, MBA, CFP®, EA

Bob Gerstemeier, MBA, CFP®, EA

Gerstemeier Financial Group, LLC