Best Financial Advisors in Evanston

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Evanston, IL

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
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Price: Free consultation

Bartlett Wealth Management logo
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Bartlett Wealth Management

150 South Wacker Drive, Suite 3050, Chicago, IL 60606
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  • Financial Planning

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Brian Plain logo
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Brian Plain

224 S Marion St, Oak Park, IL 60302
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  • Financial Planning

Business Description

Serving the Evanston metro, Brian Plain is a Certified Financial Planner who helps Generation X families make financial decisions that also work emotionally for them as individuals. For 12 years, he has been assisting clients in saving for retirement and their kids' college fund by holding them accountable for their financial actions as they map their life goals. Plain assists in determining necessary spending and in managing clients' cash cushion, and by emphasizing to clients the rationale of saving funds.

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)
Cardinal Investment Advisors logo
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Cardinal Investment Advisors

150 North Wacker Drive, Suite 2500, Chicago, IL 60606
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  • Chartered Financial Analyst (CFA)
  • Investment Advisor

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Chicago Partners Wealth Advisors logo
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Chicago Partners Wealth Advisors

1 N. Wacker Drive, Suite 4075, Chicago, IL 60606
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  • Chartered Financial Analyst (CFA)

Business Description

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.

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.
4.9
Facebook
4.3 / 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
Graystone Consulting logo
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Graystone Consulting

233 S Wacker Dr Ste 9200, Chicago, IL 60606
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Business Description

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Haddam Road Advisors logo
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Haddam Road Advisors

1603 Orrington Ave, Suite 600, Evanston, IL 60201
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  • Certified Financial Planner (CFP)

Business Description

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.

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)
MAI Capital Management logo
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MAI Capital Management

770 Lake Cook Rd. Suite 100, Deerfield, IL 60015
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  • Wealth Management

Business Description

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.

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

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
Merino Wealth logo
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Merino Wealth

20 N. Wacker Dr., Suite 3120, Chicago, IL 60606
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  • Certified Financial Planner (CFP)

Business Description

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.

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
Oak Wealth Advisors logo
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Oak Wealth Advisors

836 Skokie Boulevard, Northbrook, IL 60062
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  • Financial Planning

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Piershale Financial Group Inc. logo
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Piershale Financial Group Inc.

1531 S. Grove Avenue Suite 206, Barrington, IL 60010
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  • Retirement Planning
  • Tax Planning

Business Description

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.

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.
4.8
Google
4.6 / 5 (67)

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
Porte Brown logo
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Porte Brown

909 Davis Street, Suite 500, Evanston, IL 60201
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  • Finance Planning

Business Description

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.

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.
4.4
Facebook
4.6 / 5 (11)
Google
3.5 / 5 (2)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
RCM Wealth Advisors logo
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RCM Wealth Advisors

405 West Superior Street 606, Chicago, IL 60654
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  • Financial Planning
  • Wealth Management

Business Description

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.

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 (7)
Google
5.0 / 5 (2)

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
Serenity Wealth Management logo
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Serenity Wealth Management

333 South Wabash Avenue Suite 2700, Chicago, IL 60604
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Business Description

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.

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 (27)
Yelp
5.0 / 5 (26)
Facebook
5.0 / 5 (7)

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
Shanker Valleau logo
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Shanker Valleau

5215 Old Orchard Road, Suite 850, Skokie, IL 60077
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  • Investment Management
  • Financial Planning

Business Description

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.

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 (2)

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
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS