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Top Rated Financial Advisors in Naperville, 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 Naperville, 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 Naperville, 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 Naperville, 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.

Kevin Holland

Optimal Wealth & Investments, Inc.
CFP® AAMS® CPA PFS CMFC®
Kevin Holland, a financial fiduciary, has been a Paladin Registry member since 2004. Kevin holds Certified Financial Planner , Accredited Asset Management Specialist , Certified Public Accountant , Personal Financial Specialist , Chartered Mutual Fund Counselor certifications. Kevin has over 34 years of experience. Kevin provides financial services to clients in the Naperville, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • New Jersey
    • New York
    • North Carolina
    • Texas
    • West Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • New Jersey
    • New York
    • North Carolina
    • Texas
    • West Virginia
    • Wisconsin
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
34 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial Corporation

Michael Alexenko

Royal Asset Managers, LLC
CFA®
Michael Alexenko, a financial fiduciary, has been a Paladin Registry member since 2010. Michael holds a Chartered Financial Analyst certification. Michael has over 28 years of experience. Michael provides financial services to clients in the Saint Charles, Illinois area.
  • State Licences:
  • Investment Products for Commission: Illinois

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Gary R. Komarek

North Shore Asset Management & Tax Advisory Inc.
ChFC® CLU®
Gary R. Komarek, a financial fiduciary, has been a Paladin Registry member since 2012. Gary R. holds Chartered Financial Consultant , Chartered Life Underwriter certifications. Gary R. has over 44 years of experience. Gary R. provides financial services to clients in the Libertyville, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Illinois
    • Wisconsin
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: State List
    • Illinois
    • Wisconsin

Additional Information:

Years of Experience:
44 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Brent Brodeski

Savant Wealth Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary, has been a Paladin Registry member since 2004. Brent holds Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications. Brent has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Illinois
    • Indiana
    • Michigan
    • New Mexico
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Legal Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Fidelity

John Wimbiscus

Trinity Financial Advisors, LLC
CFP® RLP®
John Wimbiscus, a financial fiduciary, has been a Paladin Registry member since 2013. John is the owner of Trinity Financial Advisors, LLC. John holds Certified Financial Planner , Registered Life Planner certifications. John has over 35 years of experience. John provides financial services to clients in the Chicago, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Schwab
  • Fidelity

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Philip Guske

Pathfinder Wealth Management
CFP®
Philip Guske, a financial fiduciary, has been a Paladin Registry member since 2015. Philip is the owner of Pathfinder Wealth Management. Philip holds a Certified Financial Planner certification. Philip has over 12 years of experience. Philip provides financial services to clients in the Rockford, Illinois area.
  • State Licences:
  • Investment Products for Commission: State List
    • Illinois
    • Indiana
    • Wisconsin
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade
  • Transamerica

Andrew Lohse

Independence Capital Financial Partners
AIF® CPA CRPS® PFS CFF®
Andrew Lohse, a financial fiduciary, has been a Paladin Registry member since 2016. Andrew holds Accredited Investment Fiduciary , Certified Public Accountant , Chartered Retirement Plans Specialist , Personal Financial Specialist , Certified Financial Fiduciary certifications. Andrew has over 18 years of experience. Andrew provides financial services to clients in the Lombard, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • New Jersey
    • New York
    • Texas
    • Virginia
    • Washington
    • Wisconsin
  • Insurance Products for Commission: State List
    • California
    • Illinois
    • New Jersey
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity Custody & Clearing
  • TD Ameritrade

SGL Financial, LLC

SGL Financial
SGL Financial, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2017. SGL Financial, LLC provides financial services to clients in the Buffalo Grove, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Jeremy Keil

Keil Financial Partners
CFA® CFP® ChFC® CLTC RICP™ CLU® CKA® CIMA®
Jeremy Keil, a financial fiduciary, has been a Paladin Registry member since 2018. Jeremy is the owner of Keil Financial Partners. Jeremy holds Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Certified in Long-Term Care , Retirement Income Certified Professional , Chartered Life Underwriter , Certified Kingdom Advisor , Certified Investment Management Analyst certifications. Jeremy has over 16 years of experience. Jeremy provides financial services to clients in the New Berlin, Wisconsin area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • California
    • Connecticut
    • Florida
    • Illinois
    • Indiana
    • Maryland
    • Missouri
    • Nevada
    • New Mexico
    • Ohio
    • Texas
    • Wisconsin
    • Wyoming

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity Investments

Kurt Rozman

Freedom Wealth Alliance
AAMS® CFS®
Kurt Rozman, a financial fiduciary, has been a Paladin Registry member since 2019. Kurt is the owner of Freedom Wealth Alliance. Kurt holds Accredited Asset Management Specialist , Certified Fund Specialist certifications. Kurt has over 26 years of experience. Kurt provides financial services to clients in the Brookfield, Wisconsin area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Michigan
    • South Dakota
    • Texas
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • District of Columbia
    • Florida
    • Georgia
    • Idaho
    • Illinois
    • Indiana
    • Kansas
    • Kentucky
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • New Mexico
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Dakota
    • Texas
    • Utah
    • Virginia
    • Washington
    • Wisconsin
  • Insurance Products for Commission: State List
    • California
    • Wisconsin

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • Charles Schwab

Thomas Koleski

Cedar Capital Advisors
AIF®
Thomas Koleski, a financial fiduciary, has been a Paladin Registry member since 2019. Thomas holds a Accredited Investment Fiduciary certification. Thomas has over 15 years of experience. Thomas provides financial services to clients in the Barrington, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: Illinois

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paul Daly

OMH Partner Group Inc.
Paul Daly, a financial fiduciary, has been a Paladin Registry member since 2020. Paul has over 25 years of experience. Paul provides financial services to clients in the Glen Ellyn, Illinois area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Brookstone Capital Management

Andrew Houte

Next Level Financial Planning and Wealth Management
CFP® CRPS® EA CASL®
Andrew Houte, a financial fiduciary, has been a Paladin Registry member since 2021. Andrew is the partner in Next Level Financial Planning and Wealth Management. Andrew holds Certified Financial Planner , Chartered Retirement Plans Specialist , Enrolled Agent , Chartered Advisor for Senior Living® certifications. Andrew has over 18 years of experience. Andrew provides financial services to clients in the Brookfield, Wisconsin area.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.