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Laurels

Best Financial Advisors in Decatur
2022

We scored 21 Financial Advisors in Decatur, IL and Picked the Top 5

Here are the Picks:

Benjamin F. Edwards - Decatur, IL

BKD Decatur

Bluestem Financial Advisors, LLC

Life Map Wealth Management

Miller Wealth Management

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Decatur 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 21 14 5

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

Benjamin F. Edwards - Decatur, IL

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)

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.

Click to Call

2884 N Monroe St
Decatur, IL 62526

Website

(217) 876-0649 Website

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+

BKD Decatur

  • Certified Financial Planner (CFP)

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.

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225 N. Water Street Suite 400
Decatur, IL 62523

Website Instagram

(217) 429-2411 Website

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: --

Detail: --

Bluestem Financial Advisors, LLC

  • Certified Financial Planner (CFP)

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.

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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+

Life Map Wealth Management

  • Certified Financial Planner (CFP)

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.

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1124 Rickard Rd, Suite A
Springfield, IL 62704

Website

(217) 321-3193 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+

Miller Wealth Management

  • Certified Financial Planner (CFP)

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.

Click to Call

3090 N Main St, Suite C
Decatur, IL 62526

Website

(217) 542-7700 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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