Best Financial Advisors in Aurora

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Financial Advisors FAQs

Last updated: October 1, 2022

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SmartAdvisor by SmartAsset

Aurora, IL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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Aspen Financial Services

201 North Constitution Drive, Aurora, IL 60506

Certified Financial Planner (CFP)

Aspen Financial Services is a wealth management firm that serves individuals, families, and small businesses from Aurora and the surrounding areas. It helps clients manage their personal financial situations through services such as asset protection, retirement planning, investment planning, and estate conservation. Its financial planning services also include risk management, cash management, tax management, and debt elimination. President Robert C. French has been working in the field of financial planning for more than 25 years.

Axis Wealth Advisors

436 Berry Drive, Naperville, IL 60540

Retirement Planning
Certified Financial Planner (CFP)

Founded in 2016, Axis Wealth Advisors is a consulting and advisory firm that serves small businesses and pre-retirement individuals in Aurora. The independent company simplifies its clients' finances and designs customized financial plans that can help them achieve their personal goals. Additionally, its team monitors the implemented plans and makes adjustments when necessary. The business also offers investment strategies and investment portfolio management. Axis Wealth Advisors is managed by Kevin Merling, who holds AIF®, CFP®, and CPFA certifications.

Calamos Wealth Management

2020 Calamos Court, Naperville, IL 60563

Certified Financial Planner (CFP)

Calamos Wealth Management is a privately held financial management firm that caters to clients in Aurora and the surrounding areas. It offers investment management solutions, such as global convertible, high-income opportunities, international growth, and market-neutral income strategies. It also helps with core plus fixed income and lower-volatility equity. Calamos Investments has been serving the community since 1977. John P. Calamos, Sr., the founder, has been working in the financial services industry for more than 50 years.

Campbell Retirement Planning Group of Raymond James

620 North River Road, Naperville, IL 60563

Estate Planning
Retirement Planning

Campbell Retirement Planning Group of Raymond James is a wealth management firm that serves Aurora and the surrounding areas. Its clientele covers women, retirees, business owners, and non-profit organizations. It provides a wide range of financial services, including investment strategies, portfolio management, longevity planning, retirement planning, and estate planning. Senior vice president Vicky S. Campbell has been working as a financial advisor for more than 35 years. The firm is partnered with the investment banking company Raymond James.

Clear Perspective Advisors

201 North Constitution Drive, Aurora, IL 60506

Retirement Planning
Certified Financial Planner (CFP)

Clear Perspective Advisors provides financial planning services to clients in Aurora and the surrounding areas. Its team develops asset allocation, investment advice, and portfolio construction strategies to help individuals and institutions manage their wealth and finances. The team analyzes the clients' risk tolerance, investment objectives, return expectations, and financial circumstances to establish a suitable plan to meet their goals and needs. One of its wealth advisors, Jonathan Hylton, is a Certified Financial Planner who has been in the industry since 1996.

Financial IQ Partners

28381 Davis Parkway, Warrenville, IL 60555

Certified Financial Planner (CFP)

Financial IQ Partners is an Ameriprise Financial Service private wealth advisory that serves the Aurora metro. The advisory provides investment management solutions and financial advice concerning tax planning, multi-generational planning, retirement savings, and executive benefits and compensation. It offers flexible progress meetings that can be done in-person, online, or via phone. Armand Prestidge, one of the firm's financial planners, has over 20 years of experience. He volunteers at Feed My Starving Children, a non-profit organization in Aurora.

Hanson Financial Services LLC

507 Fairway Drive, Naperville, IL 60563

Estate Planning
Insurance Products
Retirement Planning

Hanson Financial Services LLC provides wealth management and financial planning strategies to Aurora. Its services include financial analysis, asset allocation, retirement and estate planning, and college education funding. It also assists with general securities, life and disability income insurance, and fixed and variable annuities. Founder Mark Hanson has been in the financial services industry since 1990. He is a Chartered Financial Consultant and a member of the National Association of Insurance and Financial Advisors. Additionally, Hanson is a registered representative of Principal Securities.

M. Brown Financial Advisors

2728 Forgue Drive, Naperville, IL 60564

Certified Financial Planner (CFP)
Insurance Products

Established in 2006, M. Brown Financial Advisors serves clients in Aurora and the surrounding communities. Its president, Mark Brown, is a Certified Financial Planner who started his career in the industry in 1987. Brown has expertise in financial planning, investment management, retirement plans, and employee benefits. He also provides life, health, and disability insurance, in addition to employee benefits programs. In addition, Brown and his team follow the code of ethics of the FPA Core Beliefs and CFP.

Meyer Wealth Advisors

2020 Calamos Court, Naperville, IL 60563

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

Meyer Wealth Advisors provide financial guidance to working professionals in Aurora. The independent firm helps clients develop and maintain a personalized, fully coordinated financial plan that covers all areas of financial services. This plan includes cash flow analysis, education planning, charitable planning, insurance analysis, retirement planning, investment planning, and estate planning. Meyer Wealth Advisors is owned by Jack Meyer, who is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.

Millington Financial Advisors

222 South Mill Street, Naperville, IL 60540

Retirement Planning
Tax Planning

Millington Financial Advisors is a team of financial advisors and planners that services clients in Aurora and its neighboring areas. With three Certified Financial Planners on board, the firm provides a wide variety of financial planning solutions including financial management, independent investment, tax planning, education funding, retirement planning, and estate planning. The firm also provides assistance to high net worth individuals with services like personal financial statement preparation, portfolio management and reporting, tax planning, risk management, and legacy planning.

Wells Fargo Advisors

2056 Westings Avenue, Naperville, IL 60563

Certified Financial Planner (CFP)

Mark A. Musaraca is a financial advisor with Wells Fargo Advisors serving the Aurora metro. With help from company resources such as research analysts and economics professionals, he helps clients make informed investment decisions based on their specific needs and goals. He offers services such as retirement planning, estate planning strategies, and IRAs and IRA strategies. In addition, he assists clients in investing in individual retirement accounts. Musaraca holds a Certified Financial Planner designation.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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