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Best Financial Advisors in Naperville

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1755 Park Street, Suite 200, Naperville, IL 60563
Naperville, IL 60563

Retirement Portfolio Partners is a fee-only asset management firm that serves the residents of greater Naperville. The firm's services revolve around proactive financial planning, which includes structuring sales of securities to avoid excessive capital gains taxes. Retirement Portfolio Partners offers expert guidance on all investment-related concerns, employing a disciplined investment approach that eliminates the downsides of overactive investing. Sole founder Erik Barnes has more than 15 years of professional investment management experience.

1755 Park Street, Suite 200, Naperville, IL 60563
Naperville, IL 60563

Website(630) 560-4880

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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