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21 Top Rated
Financial Advisors in Illinois

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Wilder

Total Wealth Planning
AIF® CEPA CFP®
David Wilder, a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of Total Wealth Planning. David holds the Accredited Investment Fiduciary , Certified Exit Planning Advisor , Certified Financial Planner certifications and has over 27 years of experience. David provides financial services to clients in the Cincinnati, Ohio area.
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Paladin Registry Fee Only

This professional's only method of compensation is a fee.

Michael Alexenko

Royal Asset Managers, LLC
CFA®
Michael Alexenko, a financial fiduciary has been a Paladin Registry member since 2010. Michael holds the Chartered Financial Analyst certifications and has over 28 years of experience. Michael provides financial services to clients in the Saint Charles, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gary R. Komarek

Capital Asset Advisory Services
Gary R. Komarek, a financial fiduciary has been a Paladin Registry member since 2012. Gary R. provides financial services to clients in the Libertyville, Illinois area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kevin Holland

Optimal Wealth & Investments, Inc.
CFP® AAMS® CPA PFS CMFS
Kevin Holland, a financial fiduciary has been a Paladin Registry member since 2004. Kevin holds the Certified Financial Planner , Accredited Asset Management Specialist , Certified Public Accountant , Personal Financial Specialist , Certified Mutual Fund Specialist certifications and has over 33 years of experience. Kevin provides financial services to clients in the Naperville, Illinois area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brent Brodeski

Savant Capital Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary has been a Paladin Registry member since 2004. He is the owner of Savant Capital Management. Brent holds the Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications and has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Fisher

Fisher Financial Group LLC
RFC®
Daniel Fisher, a financial fiduciary has been a Paladin Registry member since 2013. He is the owner of Fisher Financial Group LLC. Daniel holds the Registered Financial Consultant certifications and has over 33 years of experience. Daniel provides financial services to clients in the Northbrook, Illinois area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Wimbiscus

Trinity Financial Advisors, LLC
CFP® RLP®
John Wimbiscus, a financial fiduciary has been a Paladin Registry member since 2013. He is the owner of Trinity Financial Advisors, LLC. John holds the Certified Financial Planner , Registered Life Planner certifications and has over 35 years of experience. John provides financial services to clients in the Chicago, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gary Wozny

LCM Capital Management
LCM Capital Management, a financial fiduciary has been a Paladin Registry member since 2014. He is the owner of LCM Capital Management, Inc.. Gary provides financial services to clients in the Chicago, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Philip Guske

Pathfinder Wealth Management
CFP®
Philip Guske, a financial fiduciary has been a Paladin Registry member since 2015. He is the owner of Pathfinder Wealth Management. Philip holds the Certified Financial Planner certifications and has over 12 years of experience. Philip provides financial services to clients in the Rockford, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gary Wozny

LCM Capital Management
Gary Wozny, a financial fiduciary has been a Paladin Registry member since 2015. Gary provides financial services to clients in the Chicago, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Lohse

Independence Capital Financial Partners
AIF® CPA CRPS® PFS
Andrew Lohse, a financial fiduciary has been a Paladin Registry member since 2016. Andrew holds the Accredited Investment Fiduciary , Certified Public Accountant , Chartered Retirement Plans Specialist , Personal Financial Specialist certifications and has over 16 years of experience. Andrew provides financial services to clients in the Lombard, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dean Hedeker

Hedeker Wealth, LLC
Hedeker Wealth, LLC, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Lincolnshire, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

MICHAEL MCCLAIN

Hedeker Wealth, LLC
CFA®
MICHAEL MCCLAIN, a financial fiduciary has been a Paladin Registry member since 2017. MICHAEL holds the Chartered Financial Analyst certifications and has over 11 years of experience. MICHAEL provides financial services to clients in the LINCOLNSHIRE, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gabriel Lewit

SGL Financial, LLC
SGL Financial, LLC, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gabriel Lewit

SGL Financial, LLC
Gabriel Lewit, a financial fiduciary has been a Paladin Registry member since 2017. Gabriel provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Lewit

SGL Financial, LLC
Steven Lewit, a financial fiduciary has been a Paladin Registry member since 2017. Steven provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James (Jim) Barnash

SGL Financial, LLC
James (Jim) Barnash, a financial fiduciary has been a Paladin Registry member since 2017. James (Jim) provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Thomas

SGL Financial, LLC
Steven Thomas, a financial fiduciary has been a Paladin Registry member since 2017. Steven provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Trent Martin

SGL Financial, LLC
Trent Martin, a financial fiduciary has been a Paladin Registry member since 2017. Trent provides financial services to clients in the Buffalo Grove, Illinois area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Malay Vasavda

Quantum Financial Management LLC
AIF® CFP®
Malay Vasavda, a financial fiduciary has been a Paladin Registry member since 2019. He is the owner of Quantum Financial Management LLC. Malay holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 14 years of experience. Malay provides financial services to clients in the Deerfield, Illinois area.

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