Best Financial Advisors in Evanston, IL

“The apps make my life easier, the whole team is efficient, responsive, and understanding, which has helped me feel much more confident around a previously vulnerable area of my business.”

“Having worked with various investment professionals on three continents, the is the first time in my life I can truly see the difference between a portfolio advisor and asset manager, as Brian lends an ear to hear concerns, explain options, and even ...”

“Blue Sky Investment Partners, Inc. is a registered investment advisor located in Evanston, Illinois. Blue Sky is 100% independent, employee-owned and fee-based. Blue Sky provides comprehensive wealth management and financial planning services for ind...”

“Our clients want to know we are on their side, which is why ZWM is a fiduciaryfor our clients, committed to putting their best interests first. Period. It is the Zimmerman Wealth Management ®way.”

““A fiduciary is a professional entrusted to mange assets or wealth while putting the client's best interest first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients bef...”

“Patrick Martin founded Martin & Co. in March 1989 to provide equity investment advice for several high net worth families. The focus was on establishing a disciplined investment philosophy for the firm based on successful historical strategies that i...”

“Evanston Capital is an active investor in hedge funds, private equity, venture capital and blockchain and other strategies such as thematic equity that we believe can meet our clients' needs for total return, alpha, and diversification. Since our inc...”

“Our incentive is to maximize the value provided to you. We profit when you profit, and your well-being is our well-being.”

“Aside from bringing capital and resources to the business, Silver Oak provides industry expertise, strategic focus and an in-depth understanding of their portfolio companies. Silver Oak has a strong desire to get to know and build relationships with ...”

“Haven Financial Solutions, Inc. works with you to find the best ways to make your financial resources serve your life goals. Are you concerned about retirement? College savings for your children? Planning for major life changes such as divorce, inves...”

“Essex Investment Management is an independent, employee-owned institutional investment firm that incorporates environmental sustainability and social factors into our portfolio management process. We believe the environmental, social and governance (...”

“Northlake Capital Management, LLC is a registered investment advisor offering investment advisory services to high net worth individuals and their affiliated entities. Northlake specializes in the management of equity portfolios using exchange traded...”

“Kristofek Financial Corp. was founded in 1989 with the goal of helping individuals and small businesses achieve financial security and success. As one of Chicago-land's top firms, we are committed to providing our clients with the highest caliber tax...”

“Dedicated to your financial success, Goykhman Financial Services works diligently to help you secure your future. We know finances are tough nowadays, and we work to create customized plans for each family, individual, or business owner to help you p...”

“We visited with other advisors, but Scott was the only planner that talked extensively about tax strategies;  and being a fiduciary, we truly believe he has our best interests at heart, in everything he does.”

“Beyond their economic and financial knowledge and expertise (which are second to none), they are just very wonderful people: very honest, caring, helpful, insightful, friendly!”

“Wilson & Associates, CPA, is a top-knotch, knowledgeable firm that combines detailed grasp of CPA skills with a comprehensive background to assist in any tax preparation concerns.”

“We have been using Kensington Research and Recovery for several years now and have been very satisfied in their efforts to keep our taxes down as much as possible.”

“They are also are not so small and so have a wide range experience; they've seen things, and so they know the questions to ask, and they have the technology to make filing fast and easy.”

“If you are self employed or run your own business, do yourself a favor and call Ken to get your taxes in order or be your advocate to help in dealing with the IRS.”

“Marc has been fabulous, both in getting us into the right Nationwide programs and meeting with us regularly to help us coordinate his programs with our other work and government pensions.”