Best Financial Advisors in Decatur, IL

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Decatur area.

Lifemap Wealth Management

Lifemap Wealth Management

(1)
Guided Wealth Portfolios, Suite of Services, Financial Report Card
“I feel more confident about my financial future knowing I had an experienced professional helping guide the way.”
In Business Since 2019
147 N Water St, Decatur, IL
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Miller Wealth Management Group

Miller Wealth Management Group

Tell A Friend, We Create, Manage, & Transfer Wealth, Form CRS
“Our website is an information resource designed to help you learn more about personal finance. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your person...”
In Business Since 2015
3090 N Main St Suite C, Decatur, IL
i
Investment Planners

Investment Planners

Verna's Verses, Gameplan Investing, Tell A Friend
“Unfortunately, the one thing missing in their education is how to make their money work for them. Our goal is to fill that void bygiving people the information,knowledge and wisdom they need to make the mostof the money they make. We have the tools a...”
In Business Since 2007
Accepts All Major Credit Cards
952 E Eldorado St #201, Decatur, IL
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IPI Wealth Management

IPI Wealth Management

“Of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants”
In Business Since 1983
Accepts All Major Credit Cards
226 W Eldorado St, Decatur, IL
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Mural Financial and Tax Services

Mural Financial and Tax Services

“If you own an unincorporated business, you likely pay at least three different federal taxes. In addition to federal income taxes, you must pay Social Security and Medicare taxes, also called the self-employment tax.”
In Business Since 2021
963 N University Ave, Decatur, IL
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Harrold Financial Consulting

Harrold Financial Consulting

Investment, Retirement, Tax
“We understand the unique challenges people face as they prepare for retirement. We can help formulate strategies designed to accumulate wealth, protect wealth and then convert wealth into retirement income. Whether your goal is preparing for freedom ...”
In Business Since 2015
Remote Consultations Available
Serving Decatur Area
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J.M. Abbott & Associates

J.M. Abbott & Associates

(7)
“Recently moved from Illinois to Texas and we still had our taxes done by J.”
In Business Since 2000
Serving Decatur Area
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Prospera Financial Coaching

Prospera Financial Coaching

(3)
  • Budgeting
“I am pretty well versed in the "shoulds" of personal finance, but knowing what to do and being able to apply it to my own life are very different things.”
In Business Since 2018
Serving Decatur Area
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CSH Investment Management

CSH Investment Management

(3)
Retirement Planning, Investment Strategies, Business Succession
“I would highly recommend both he and Steve to provide you with assistance to meet your goals.”
In Business Since 2007
Serving Decatur Area
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Red Oak Financial

Red Oak Financial

“Whatever your stage in life, working with a CFP® professional can help you focus on a path for your future.”
In Business Since 2012
CFP Certified
Serving Decatur Area
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Peak Wealth Planning

Peak Wealth Planning

(10)
Fees & Disclosures, Financial Planning, Investment Management
“Peter has helped us build a great plan, helps us evaluate and modify that plan as we and our goals evolve and as laws and investment opportunities change, and does it all with warmth and humor.”
In Business Since 2013
Transparent Fees & Pricing
2723 Valley Brook Dr, Champaign, IL
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Lifewise Wealth Advisors

Lifewise Wealth Advisors

(1)
“Great wealth of knowledge, would encourage everyone who wants to retire to have a good plan based on a solid foundation.”
In Business Since 2019
2911 Crossing Ct Suite #102, Champaign, IL
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Core40

Core40

(1)
“The studio is always clean, instructors are always welcoming and friendly, and classes are never crammed.”
In Business Since 2017
3001 Research Rd # C, Champaign, IL
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Advanced Financial Freedom

Advanced Financial Freedom

(2)
Life Insurance/Final Expenses, Debt Elimination, Medicare
“It also gives clients the peace of mind to start and stick to a plan that will not only get them out of debt in a short time, but the life insurance and retirement plan to take care of them and their families in every situation that comes about in th...”
In Business Since 2022
Free Initial Consultation
313 N Mattis Ave Suite 209, Champaign, IL
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HUB Financial Group

HUB Financial Group

(8)
  • Product
  • Insurance
  • Family
“Dwayne is hardworking and professional and he will ensure that his customers receive the Best support and guidance in the variety of services the HUB Financial Group offers.”
In Business Since 2009
313 N Mattis Ave #208, Champaign, IL
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Judy Financial Group

Judy Financial Group

“Many potential clients find us because of our informational articles and broadcasts focused on annuities and retirement planning. The philosophy of our team is focused on making sure that every client understands each aspect of their plan. Our client...”
In Business Since 2015
3824 Carney Blvd, Springfield, IL
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Gossett & Associates

Gossett & Associates

(1)
“Very knowledgeable!”
In Business Since 2005
Accepts Cash, Debit
2919 Crossing Ct #4, Champaign, IL
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First Neighbor Investments

First Neighbor Investments

LPL Financial Research, Account Login, Weekly Market Insights
“Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial ...”
In Business Since 2007
Transparent Fees & Pricing
Serving Decatur Area
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Midland Wealth Management - Champaign

Midland Wealth Management - Champaign

“Midland Wealth Management: Midland Wealth Management is a trade name used by Midland States Bank and its subsidiary Midland Trust Company. Investment and Insurance Products: NOT FDIC Insured, NO Bank Guarantee, May Lose Value, Not A Deposit, Not Insu...”
In Business Since 2011
Offers Financing Options
1617 W Springfield Ave, Champaign, IL
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Boyer & Sappenfield Investment Advisors

Boyer & Sappenfield Investment Advisors

“Our firm is a family firm started back in 1983 by our founder Lisa Sappenfield Boyer, CFP®. Since the creation of the firm she has brought her brother Daniel G Sappenfield, CFP®, her son Stan G. Boyer, and nephew Drew G. Sappenfield into the business...”
In Business Since 2013
Serving Decatur Area
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John B. Bennett, CFP - Boyer and Sappenfield Investment Advisors

John B. Bennett, CFP - Boyer and Sappenfield Investment Advisors

“A lifelong Illinois resident, John is a proud alumnus of Lake Land Community College in Mattoon and Eastern Illinois University in Charleston. He majored in finance and graduated early after earning his Bachelor's of Science degree in 2010. Knowing s...”
In Business Since 2020
Licensed
Serving Decatur Area
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GBA Financial

GBA Financial

Insurance, Investment, Estate
“Welcome to GBA Financial, your independent full-service financial firm in Rochester, Illinois. We are here to help you take a proactive approach to your personal financial situation while remaining committed to a high standard of integrity and profes...”
In Business Since 2015
Serving Decatur Area
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Provident Financial Group

Provident Financial Group

“As our name indicates, Provident Financial Group delivers the foresight to help you plan prudently for the future. We are your local financial advisory firm offering a unique benefit you won't get from the impersonal financial institutions—our time. ...”
In Business Since 2012
3017 Village Office Pl, Champaign, IL
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Endurance Capital

Endurance Capital

Risk Management, Overview, Business Planning
“Endurance Capital is a privately-owned financial firm that was brought to life by a passion to educate and encourage people along their financial journey toward living a fulfilled life in the present, while successfully preparing for the future.”
In Business Since 2016
Serving Decatur Area
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Retirement Planning and Investment Management Services in Decatur, IL Cost Estimates

Minimum cost
$1108
Maximum cost
$9411
National Average
$3322
Avg Per Hour Rates
$333
$2215
$6090
Typical price range is based on 323 cost profiles
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Average Cost $3322
Minimum cost $1108
Maximum cost $9411
Avg Per Hour Rates $333

Typical range $2215 to $6090 is based on 323 cost profiles.

Why these companies made our list

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