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Top Rated Financial Advisors in Geneva, Illinois

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Geneva, Illinois is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Geneva, Illinois with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Geneva, Illinois near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Michael Alexenko

Royal Asset Managers
CFA®
Michael Alexenko, a financial fiduciary, provides financial services to clients in the Saint Charles, Illinois area. Michael holds a CFA® certification. Michael has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Fidelity

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Jacob Schatz

IntentGen Financial Partners
CFP®, RICP®
Jacob Schatz, a financial fiduciary, provides financial services to clients in the Naperville, Illinois area. Jacob holds a CFP®, RICP® certification. Jacob has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Andrew Lohse

Independence Capital Financial Partners
CPA, PFS, CRPS®, AIF®
Andrew Lohse, a financial fiduciary, provides financial services to clients in the Lombard, Illinois area. Andrew holds a CPA, PFS, CRPS®, AIF® certification. Andrew has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Custody & Clearing, TD Ameritrade

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WestPac Wealth Partners

Jacob Lee, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Oakbrook Terrace, Illinois area.

Additional Information:

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Christopher Barberini

Lakeshore Capital Group
Christopher Barberini, a financial fiduciary, provides financial services to clients in the Rolling Meadows, Illinois area. Christopher has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $400,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Lincolnshire, Illinois area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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Allworth Financial

AIF®, BFA", CDFA", RFC®
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Riverwoods, Illinois area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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