Decatur, IL

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Decatur, IL
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Best Financial Advisors in Decatur, IL

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

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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
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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

“Beginning Jan. 1, 2024, many companies in the United States will have to report information about their beneficial owners (the individuals who ultimately own or control the company) and company applicants (the individual(s) who directly files or is p...”
In Business Since 2021
963 N University Ave, Decatur, IL
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J.M. Abbott & Associates

J.M. Abbott & Associates

(7)
“We have been using JM Abbott for years now, at times living across the world and today back in the states.”
In Business Since 2000
Serving Decatur Area
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Save Moore Tax & Accounting Services

Save Moore Tax & Accounting Services

(1)
“Rochelle and her staff have been amazing catering to my business and personal needs.”
In Business Since 2003
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
Featured

IS WEALTH MANAGEMENT FOR YOU? While wealth management has historically been the domain of the well-heeled, over the years it has become apparent to us that people of modest means can have complicated financial situations that could benefit from the practice of wealth management. At CSH we offer wealth management services to ALL of our clients.

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Broadway Graham Wealth Partners

Broadway Graham Wealth Partners

(1)
“I have a long standing relationship with Joe Globensky as my Financial Planner and sincerely appreciate and value his expertise and communication style.”
In Business Since 2020
Serving Decatur Area
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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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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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Advanced Financial Freedom

Advanced Financial Freedom

(28)
Life Insurance/Final Expenses, Debt Elimination, Medicare
“Patrick is alway knowledgeable and patient (we have a lot of questions and phone calls) We have worked with him for several years now for our family's insurance needs and retirement planning.”
In Business Since 2022
Free Initial Consultation
313 N Mattis Ave Suite 209, Champaign, IL
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Peak Wealth Planning

Peak Wealth Planning

(12)
Wellness Program FOR Esop, Financial Planning, Fees & Disclosures
“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 Vly Brk Dr, Champaign, IL
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Lifewise Wealth Advisors

Lifewise Wealth Advisors

(3)
  • Goals
“He even advised that in my situation I didn't need his services and didn't want me to spend my hard earned money on something he didn't feel was worth it for me.”
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
2626 Midwest Ct, 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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Boyer & Sappenfield Investment Advisors

Boyer & Sappenfield Investment Advisors

(1)
“These are truly great people to help you with your financial goals and truly just great people all around”
In Business Since 2013
Serving Decatur Area
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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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Gossett & Associates

Gossett & Associates

(1)
“Very knowledgeable!”
2919 Crossing Ct #4, Champaign, IL
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Benjamin F. Edwards

Benjamin F. Edwards

“Most people know they want to reach a time when they no longer have to work. But their vision of what that season will actually look like— what it could look like—is blurry. Probably because you haven't been asked the right questions. The truth is, r...”
In Business Since 2019
2309 Village Green Pl suite a, Champaign, IL
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W K Cooper II Asset Management

W K Cooper II Asset Management

3011 Village Office Pl, Champaign, IL
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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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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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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.

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