Best Financial Advisors in Evanston

Bartlett Wealth Management provides individuals and families in Evanston with financial advisory services. Its team assists clients with financial planning concerns, such as planning for retirement, allocating an inheritance, and managing an estate. It also handles investment matters, including equity management, alternative investment opportunities, and Environmental, Social, Governance (ESG) Investing. It is a Registered Investment Advisory (RIA) firm established over 100 years ago. It has received accolades such as the Greater Cincinnati Foundation's Bridge Builder Award and the Five Star Wealth Manager Award.

Cardinal Investment Advisors helps individuals and businesses in the Evanston metro. Its investment consulting services are designed to develop, implement, and sustain research-based financial strategies. It guides its clients to reach their investment goals through asset management, integrated risk management, custodial relationships review, and actuaries collaboration. One of the company's managing directors, Keith Chambers, is a chartered financial analyst. He is a member of the CFA Society of Saint Louis and became a member-owner in 2017.

Chicago Partners Wealth Advisors is a financial advisory firm serving clients in Evanston. It provides wealth management services, including investment management, tax support, financial planning, and private banking. Its financial advisors hold designations including CFA, CFP, CPA, CAIA, and JD, with various skill sets such as financial analysis, personal finance, public accounting, alternative investments, and legal matters. The firm primarily serves high-net-worth individuals, corporations, investors with compliance restrictions, foundations, and family offices. Founder Jim Hagedorn is a Chartered Financial Analyst with over 20 years of wealth management experience.

Graystone Consulting is a firm associated with Morgan Stanley that serves the residents of Evanston. Its team is composed of four advisors who have over 125 years of combined experience. Its consulting process involves assessments, reviewing Investment Policy Statements, evaluating investment managers, reporting, and ongoing analysis. Its Family Wealth program assists affluent clients in managing their assets through planning, debt management, and estate preservation strategies. It also assists institutional clients in developing custom investment programs, such as 401(k), corporate and public pension, and healthcare plans.

Haddam Road Advisors offers financial guidance to individuals and business owners in Evanston and the neighboring areas. The company provides assistance with financial planning, investment analysis, and portfolio management. Brian Kearns, its principal, helps clients make informed decisions and stay on the right track to reaching their financial goals. He evaluates every risk and considers various factors in the client's lifestyle before giving recommendations on how to move forward with an investment or financial plan.

Since 1973, MAI Capital Management has been serving clients in Evanston. It develops, implements, and monitors the progress of financial plans that suit the unique needs of clients. Its financial services include investment management, asset allocation, and wealth management. The firm offers services to a variety of clients, including professionals, entrepreneurs, and athletes. The firm was established initially as Investment Advisors International, Inc., in 1973. It changed its business name to MAI Capital Management in 2014 to reflect the growth of the market that it serves.

Merino Wealth is a financial advisory firm that provides asset management and planning services to clients in Evanston. Its financial advisor assists clients with planning concerns such as investment management, retirement planning, education funding, and tax diversification. The company president, Jessica Merino, is a Certified Financial Planner and a Certified Investment Management Analyst. She is a member of the Financial Planning Association, the TIC's Women Advisory group, and the National Association of Women Business Owners Chicago Chapter.

Serving the Evanston metro, Oak Wealth Advisors assists families and individuals in managing their wealth to help them achieve a well-lived life. Its services include investment management and financial planning. As fiduciaries, the firm works to prioritize the clients' interests ahead of its own. In addition, as a member of the Academy of Special Needs Planners, Oak Wealth Advisors helps families with special needs members in mapping a financial pathway at every stage of life.

Serving the Evanston area, Piershale Financial Group, Inc., assists individuals in planning the next phase of their financial life. The firm helps clients grow their assets through comprehensive wealth management. It addresses five key areas, including portfolio management, retirement, estate, taxes, and insurance. The management process also involves an analysis of a client’s financial situation to implement appropriate strategies. The firm has been featured on news media like Forbes, Market Watch, and The Wall Street Journal.

Porte Brown is a full-service consulting and accounting firm that serves clients in Evanston from a wide range of industries, including health care, transportation and logistics, manufacturing, grocery and food service, and construction. For over 75 years, the company has been offering retirement plan administration, audit, tax planning and preparation, and business valuation services. It also provides managerial accounting solutions, such as forecasting assessments, budgeting, and financial analysis. Its team is fluent in Spanish, Italian, Korean, and German.

RCM Wealth Advisors is a Chicago-based company that caters to Evanston residents. It guides clients through the process of financial planning and develops strategies to eliminate debt or save for college. The company has experience working with individuals facing post-retirement. It also offers investment management services, and it helps clients allocate capital to exchange-traded funds. One of the company's managing partners, Bobby Schwartz, has over two decades of industry experience. He is the founder of RCM Alternatives, a global wealth management firm.

Serenity Wealth Management is a firm that provides fiduciary financial planning services to families and businesses in the Evanston area. Its financial advisors assist clients in creating plans by gathering relevant data, identifying and selecting goals, consulting with CPAs and attorneys, and implementing recommendations based on various strategies. The firm provides financial advice in areas such as tax planning, investment selection and management, and budget planning. Serenity Wealth Management has been featured in FOX and the Digital Journal.

Shanker Valleau provides financial advisory services to clients in Evanston and the surrounding areas. It specializes in assisting individuals in protecting their wealth to prepare them for their future financial needs and goals. It also offers financial checkup services involving investment reports and cash flow statements. One of its team members, Janice Hennessy, brings over seven years of experience in the financial planning industry. She is a member of the Illinois CPA Society and the National Association of Personal Financial Advisors.