Expertise.com

Best Financial Advisors in Decatur

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Decatur, IL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Decatur, IL

Why choose this provider?

Need help contacting a Financial Advisor in Decatur? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1802 Fox Drive, Suite A, Champaign, IL 61820
  • Certified Financial Planner (CFP)

Why choose this provider?

Bluestem Financial Advisors, LLC, serves various clients in Decatur, including pre-retirees, young professionals, and university professionals. Since 2011, the firm has been offering a wide range of services, such as tax planning and preparation, estate planning, investment management, and retirement planning. Its team of financial advisors assists individuals with decision-making and evaluating career opportunities of administrative positions and tenure track and implementing a strategy for family and charitable gifting. Managing partner Jacob Kuebler has been featured in Consumer Reports and the New York Times.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2884 N Monroe St, Decatur, IL 62526
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Benjamin F. Edwards - Decatur, IL is a wealth management firm that serves clients in the metro. The firm assists its clients in achieving their financial goals in almost all stages of life. This includes getting married, having a career change, having a child, and retiring. Its clients' profiles offer investment options such as common stocks, equity unit investment trusts, exchange-traded funds, and preferred stocks. The firm was founded by Tad Edwards in 2008, after leaving Wachovia Securities.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1124 Rickard Rd, Suite A, Springfield, IL 62704
  • Certified Financial Planner (CFP)

Why choose this provider?

Life Map Wealth Management provides its services to clients in Decatur and the neighboring areas. This company helps individuals manage their finances by offering retirement planning, strategic money management, and legacy planning services. One of its team members, Jerry Seibert, specializes in helping individuals and business owners with their financial planning needs. Seibert has served at the Illinois National Bank of Springfield as a vice president of consumer banking and marketing before being a wealth advisor.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3090 N Main St, Suite C, Decatur, IL 62526
  • Certified Financial Planner (CFP)

Why choose this provider?

Miller Wealth Management provides fiduciary advice to clients in Decatur on how to create, maintain, and transfer their wealth. The firm helps in retirement planning, finance management, education funding, and estate planning. It also counsels individuals about investment planning, risk management, and employee and executive benefits. Chief Investment Officer Terry Miller is a CFA and a ChFC. He is responsible for overseeing the ten model portfolios that make up the company's core investment strategies. He also helps individual customers in their asset management.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
983 Clocktower Dr. Suite C, Springfield, IL 62704
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Why choose this provider?

PalomarWealth is a financial advisory company serving clients in Decatur and surrounding areas with a foundation in the desire of helping others. Its team of financial advisors is led by managing director Thomas Hubble who started his career in 1995. The company's financial planning services are available for retirement, 401(k), tax, college, and estates. It also helps protect and grow finances through investments, including common stock, traditional IRA, educational IRA, brokerage accounts, and variable annuity. PalomarWelath also offers a variety of insurance plans, namely for disability income, long-term care, Medicare supplement, and travel.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
225 N. Water Street Suite 400, Decatur, IL 62523
  • Certified Financial Planner (CFP)

Why choose this provider?

BKD Decatur has been a firm serving the metro and its surrounding communities since 2001. It helps clients by providing them with various services, such as insurance, auditing, accounting, and consulting. In addition, it aids clients with tax concerns related to state and international tax, reportable transactions, and real estate cost segregation. It also offers wealth and investment management, benefit plan consulting, and retirement planning. The firm aims to serve the communities it works in through volunteerism and financial donations.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
226 W Eldorado Street, Decatur, IL 62522
  • Private Wealth Advisor

Why choose this provider?

Investment Planners, Inc., is a financial advisory firm serving clients in Decatur and the surrounding metros. Its professionals hold over 50 years of collective industry experience in the RIA and broker-dealer industry. They offer products and services aiming to help clients manage their finances and improve their investments by providing personalized strategies. To give back to the community, the firm supports various local organizations, including Pawprint Ministries, Northeast Community Fund, and the Richland Community College.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can Decatur residents determine whether they need the assistance of a financial advisor or not?

    Decatur residents should consider whether a financial advisor can address a specific need or resolve a challenging situation that may be beyond their own expertise. Financial advisors offer valuable assistance in various aspects, including formulating budgets or financial plans, devising strategies to minimize tax expenses, and crafting personalized investment portfolios. They also provide expert advice on investment opportunities.

  • How do Decatur residents benefit from the services of a financial advisor?

    By working with a financial advisor, Decatur residents can have access to valuable information and resources to construct a well-thought-out investment strategy. With continuous monitoring and guidance from the advisor, clients can effectively stay on course toward achieving their financial goals. Additionally, financial advisors possess the expertise necessary to assist residents in creating a diverse investment portfolio tailored to their specific requirements.

  • How can Decatur residents find the right financial advisor?

    To find the right financial advisors, Decatur residents should familiarize themselves with the array of financial services these professionals provide. Moreover, clients should ensure that the financial advisor holds reputable credentials, such as the Certified Financial Planner designation. It is also crucial to inquire about the advisor's background, client interaction approach, and investment philosophy to make an informed decision.

  • How do financial advisors get paid in Decatur?

    Financial advisors in Decatur can be compensated through commission-based fees, where they receive a percentage of the investments they sell to their clients. Alternatively, there is the fee-only compensation model, where advisors charge a flat rate or an hourly fee for the services they provide. Certain advisors may receive bonuses or incentives based on achieving specific performance goals or bringing in new clients.

  • Do financial advisors offer benefits to Decatur residents across all income levels?

    Financial advisors can provide valuable assistance to Decatur residents, regardless of their income level. There is no particular income threshold mandated for clients to engage with a financial advisor. However, certain types of services might have a minimum investment requirement. In some cases, financial advisors may only manage clients' funds if they have $100,000 or more available for investment.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.