Best Financial Advisors in Champaign

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.

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.

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. 

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 identify, plan for, and achieve goals such as creating steady income during retirement, investing to take care of loved ones, and minimizing estate taxes while considering family dynamics. 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.

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.

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."

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.