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Laurels

Best Financial Advisors in Champaign
2022

We scored 25 Financial Advisors in Champaign, IL and Picked the Top 7

Here are the Picks:

Bloom Financial

Bluestem Financial Advisors, LLC

LifeWise Wealth Advisors

Peak Wealth Planning

RDB

Ruedi Wealth

Tenet Wealth Partners

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Champaign Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 25 17 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Bloom Financial

  • Retirement Planning

Bloom Financial advises clients in the Champaign area. Its team helps individuals and families with managing their wealth so that they can meet short-term and long-term needs. They assist in setting up an estate, getting insurance policies, and planning for retirement with a sustainable income. The firm also helps develop investment portfolios that satisfy a client's risk tolerance and financial goals. Founder Richard Bloom is a certified public accountant who has been offering financial advice for more than a decade.

Click to Call

2919 Crossing Court Suite 8
Champaign, IL 61822

Website

(217) 531-2778 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bluestem Financial Advisors, LLC

  • Retirement Planning
  • Private Wealth Advisor

Bluestem Financial Advisors, LLC, serves individuals and families in Champaign. Its team of financial advisors helps clients with retirement, tax, and estate planning. They also provide assistance with investments and insurance plans. The firm is dedicated to understanding clients' values, personal history, and financial goals. Jacob Kuebler, the company's managing partner and senior financial advisor, partnered with Karen Folk in 2011 to establish Bluestem Financial Advisors. He is an adjunct instructor in financial planning.

Click to Call

1802 Fox Drive, Suite A
Champaign, IL 61820

Website

(217) 352-0000 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LifeWise Wealth Advisors

  • Certified Financial Planner (CFP)

Located in Champaign and Bethany, LifeWise Wealth Advisors offers services such as debt management and college and retirement financial planning. It works by helping clients organize their financial lives, fulfill financial responsibilities, and anticipate and prepare for life changes. The firm is a legacy company that traces its history to veteran and next-generation advisors. Currently, its advisors have a collective experience of over a century. It is affiliated with Cetera Advisor Networks, which executes trades for its clients. 

Click to Call

2911 Crossing Court Suite 102
Champaign, IL 61822

Website

(217) 351-8755 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Peak Wealth Planning

  • Private Wealth Advisor

Founded in 2014 by CFA Peter Newman, Peak Wealth Planning is a financial advisory firm serving Champaign, providing its clients with wealth building and financial planning services. The firm helps clients establish their goals then assists them in the consideration of family dynamics and evaluation of their financial position. It also oversees the development, implementation, and monitoring of the financial plan. Peak Wealth Planning works with real estate investors, business owners, university employees, ESOP participants, and retirees.

Click to Call

2723 Valley Brook Dr.
Champaign, IL 61822

Website

(217) 840-8401 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

RDB

  • Private Wealth Advisor

RDB is a firm that serves clients in Champaign and the surrounding areas. It offers financial advisory assistance to small business partners through consulting and outsourced CFO services, helping clients review their financial health, pinpoint issues in their current systems, and suggest solutions. The firm also provides accounting and bookkeeping, payroll and human resources, and learning and education services. Its staff has over 38 years of combined financial industry experience and has served a wide range of industries all around the country.

Click to Call

701 Devonshire Dr C52
Champaign, IL 61821

Website

(217) 903-5651 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Ruedi Wealth

  • Certified Financial Planner (CFP)

Ruedi Wealth is a family-owned company that serves clients in Champaign. It guides individuals on how to manage their investment portfolios and delivers ongoing advice for plan adjustments and emergency consultations. With a focus on retirement planning, its financial advisors serve individuals who are currently retired, transitioning into retirement, and approaching retirement. Founder Paul Ruedi, who has been in the financial advising industry for 38 years, hosts his own twice-a-month radio show on WDWS—"Paul Ruedi’s On-The-Money."

Click to Call

2502 Galen Dr. Suite 102
Champaign, IL 61821

Website

(217) 356-1400 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Tenet Wealth Partners

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Tax Preparation

The Tenet Wealth Partners is a financial advisory firm that serves clients in the Champaign metro and the surrounding areas. Focused on achieving every client's financial goals, the firm guides them in mapping out their plans through effective investment strategies and family-oriented solutions. Its advisors offer assistance and guidance in retirement, tax, and estate planning, as well as with their private banking and insurance needs. The company's resource partners include Sanctuary Wealth, Orion, and BNY Mellon.

Click to Call

301 N. Neil Street, Suite 303
Champaign, IL 61820

Website

(217) 281-4250 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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