Best Financial Advisors in Peoria

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Baird offers financial services and solutions to clients in Peoria in managing their finances. It assists in financial and estate planning by guiding individuals in preparing for their retirement and outlining how to pay for children's education. The company's advisors also recommend strategies in tax planning, wealth transfer, and charitable giving. In addition, they handle investment, risk, and liability management. The female professionals at Baird have active involvement in community activities like Financial advisor Susan Palombo's participation in the Impact Austin in Central Texas.

Cyr/Woertz Financial Group serves individual clients and small businesses throughout the Peoria area. It offers financial planning services, working with clients in creating a tailored investment portfolio. Its team discusses the risk tolerance, needs and goals, and short-term and long-term goals of clients. After identifying these, it crafts customized financial strategies. The firm also offers asset management and estate planning services. The firm's financial advisors hold over 70 years of combined industry experience.

Henrichs Legacy Wealth Management serves clients throughout Peoria and the surrounding neighborhoods. This firm focuses its services on providing financial and retirement planning, wealth management, and estate planning strategies for its clients. Thomas R. Henrichs and Lila Strubhar, principals of the firm, are both CFP professionals. They have been in the financial services industry for over 40 years. The firm operates as a branch of Benjamin F. Edwards, a wealth management firm that has more than 70 locations across the nation.

Johnston Investment Counsel is an employee-owned financial company based in Peoria that provides services, such as financial planning and investment management. The firm also assists individuals with unique situations, such as equity-based compensation and low-cost basis stock, by proposing specifically tailored solutions to help them meet their objectives. It also offers investment consulting and retirement planning to its institutional clients. Greg Johnston founded Johnston Investment Counsel in 1997 and is a member of NAPFA and the Investment Management Consultants Association.

Kinsey Wealth Management Group serves clients in and around Peoria. It provides wealth management services for individuals and families, offering investment, retirement, and estate planning and education funding strategies. It also helps clients determine their asset allocation needs and manage their assets in preparation for retirement. Additionally, it offers risk tolerance evaluation services. Keith L. Kinsey, principal of the firm, has been in the industry for more than three decades. He is a CFP professional.

Macro Wealth Management provides financial advising services to clients in Peoria and the surrounding areas. This company focuses on helping individuals prepare for their future financial needs and goals by creating wealth plans. It also assists clients in risk management analysis, long-term care plans, buy and sell strategies, business succession planning, and asset management. It also serves individuals wishing to manage their retirement and educational fundings. One of the company's founders, Mart McClellan, has been in the financial planning industry since the 1990s.

Master Plan Financial Group guides clients in Peoria in examining and carrying out wealth strategies. It provides assistance with estate planning and with planning for business, insurance, and retirement, as well as wealth preservation and long-term care. The group also helps with asset allocation by minimizing overall investment risk while tailoring more reliable investment forecasts. Partners Mark Burnham and Barry Miller founded Master Plan Financial Group in August 2005, and have a combined experience of 75 years of experience within the financial industry.

RP Zeigler Investment Services is a financial planning and investment management firm based in Peoria. It helps individuals and families through investment advice, maximizing their social security benefits, retirement planning, guidance through the Medicare process, and tax planning. The company is affiliated with TD Ameritrade Institutional, NAPFA, and XY Planning Network. Its founder, Rockie Zeigler III, is a Certified Financial Planner and has been featured in various media outlets, such as CNBC, The Peoria Journal Star, and WMBD TV.

Waite Financial Group is a firm with a team of advisors providing assistance and guidance to clients regarding their wealth in Peoria and the surrounding areas. It offers two kinds of financial planning, particularly values-based and fee-based. Its services span different areas of expertise, including wealth management, retirement planning, estate planning, and investment strategies. The firm's founder and principal, Joshua T. Waite, is a certified financial planner who has served industry leaders like Caterpillar Inc. He also authored two books.