Best Financial Advisors in Springfield, IL

The highest-rated Financial Planning & Wealth Management companies out of 115 vetted & reviewed in the Springfield area.

The Ledge

The Ledge

(5)
Business Services, Services For Individuals, Industries
“We have been using them for many years and they are highly educated on the ever changing tax code to allow you to keep more of your hard earned money!”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
Offers Financing Options
949 Clocktower Dr, Springfield, IL
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Axis Accounting & Tax Service

Axis Accounting & Tax Service

(4)
Business Tax Returns, Individuals, Tax Planning
“Have used Axis for personal and business for years.”
Licensed, BBB Rating: A+
In Business Since 2001
Accepts All Major Credit Cards
2425 W Iles Ave Suite 101, Springfield, IL
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PFA Tax and Accounting Professionals

PFA Tax and Accounting Professionals

(1)
“They are good at what they do and make things easy.”
Licensed, BBB Rating: A+
In Business Since 2017
Accepts All Major Credit Cards
3201 Pleasant Run, Springfield, IL
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Robert Gordon & Associates

Robert Gordon & Associates

(5)
Wealth Management, Fee-Only Financial Planning, Financial Education
“I would strongly encourage anyone who would like to improve their financial picture and take the steps to secure your future and retirement to call Nic Gordon .”
CFP Certified
In Business Since 1992
Accepts All Major Credit Cards
1201 S Veterans Pkwy, Springfield, IL
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Federated Fiducial Springfield

Federated Fiducial Springfield

(4)
Valuation & Transaction Services, Accounting & Tax, A/R & Collection Services
“I have been with them more than forty years and they have been on point for all of my business needs and I would not go out of the box for an upstart consultant…they represent the Funeral Industry 100%”
90+ Years Experience
3201 Old Jacksonville Rd, Springfield, IL
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Lifestylecpa - Registered Trademark of Financial Keepers

Lifestylecpa - Registered Trademark of Financial Keepers

(2)
Taxes, B.a.s.i.c., Quickbooks
“Very positive experience!”
In Business Since 2013
Innovate, 15 S Old State Capitol Plaza 2nd floor, Springfield, IL
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Cowan, Epperson & Associates

Cowan, Epperson & Associates

(6)
Bookkeeping, Accounting, Retirement Planning
“Storm has guided us through our acquisitions, planning and day to day operations; from Quickbooks, to corporate structure, to payroll, taxes, insurance and employment issues.”
In Business Since 1992
979 Clocktower Dr, Springfield, IL
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Troxell Financial

Troxell Financial

(1)
Estate Planning, Retirement Planning, Education Planning
“Erin is super good to work with.”
In Business Since 2017
214 S Grand Ave W, Springfield, IL
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Ferguson Financial

Ferguson Financial

(1)
Asset Management, Wealth Planning, Trust Services
“If you are looking for someone to help guide you through this crazy financial world and help guide you through retirement Meredith is your person.”
In Business Since 2010
3171 Greenhead Dr, Springfield, IL
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M. A. Kluemke and Associates

M. A. Kluemke and Associates

(2)
“Excellent financial services and customer service!!”
In Business Since 2011
2659 W Lawrence Ave, Springfield, IL
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Skinner Copper & Ehmen Wealth

Skinner Copper & Ehmen Wealth

(1)
“Great company that values people and community, Melanie was great.”
In Business Since 2010
3000 Professional Dr # 201, Springfield, IL
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Benjamin F. Edwards

Benjamin F. Edwards

(1)
“My husband and I have been dealing with the great people at this business for generations and have always had kind and comptetent service .”
In Business Since 2008
3400 Hedley Rd, Springfield, 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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Eck, Schafer & Punke

Eck, Schafer & Punke

(4)
Tax Services, Audit & Assurance Services, Wealth Management
“Kevan Stapleton and his team (spotlight on Heather Kern) have dramatically changed the way I feel when approaching taxes and finances while owning and operating a business.”
Accepts All Major Credit Cards
In Business Since 1997
227 S 7th St, Springfield, IL
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Atia Wealth Management Group

Atia Wealth Management Group

(1)
Life Insurance Quote, Retirement Planning, Complimentary Portfolio Audit
“Full service independent financial advisor, that always get's me great rates and educates me to motivate me in saving and preparing.”
In Business Since 2016
319 E Madison St #1D, Springfield, IL
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Lighthouse Financial & Consulting Services

Lighthouse Financial & Consulting Services

Commercial Services
“Do NOT share with nursing homes your financial asset information, or have them apply for benefits. They cannot require you to provide them your financial information, and they may not discriminate financially. Let the nursing homes provide nursing ca...”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
1300 S 8th St, Springfield, IL
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Essential Wealth Strategies

Essential Wealth Strategies

Flipbooks, Calculators, Videos
“My education, experience and professional affiliations have fostered my practical approach to offering financial advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals...”
Transparent Fees & Pricing
In Business Since 2020
3000 Happy Landing Dr, Springfield, IL
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Schussele Michael J

Schussele Michael J

“Under Illinois Law ((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to pro...”
Transparent Fees & Pricing
In Business Since 2007
29 Illmo Dr, Springfield, IL
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Patton Financial Group

Patton Financial Group

Business Solutions, For Professional Advisors, Products
“Retirement isn't an end, it's a beginning: the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other. It's also time to start preparing for the future. After all, you've still got an entire ...”
In Business Since 2015
2144 S MacArthur Blvd, Springfield, IL
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LPL Financial

LPL Financial

Estate Planning, Wealth Management, Insurance Planning
“We start by learning what is important to you. We work with you to develop a plan that helps you pursue your dreams and seeks to make your financial goals possible. We can show you the steps you need to take to work toward your goals. We approach fin...”
In Business Since 2019
3000 Happy Landing Dr, Springfield, IL
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Luker, CPA

Luker, CPA

“We work with sole proprietorships, partnerships, s-corporations, corporations, and non-profits in the areas of tax preparation, tax planning, and back office accounting functions. From bookkeeping and payroll to full virtual controllership we can sup...”
Remote Consultations Available
In Business Since 2020
1810 Adlai Stevenson Dr, Springfield, IL
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INB Wealth

INB Wealth

“This article presents the IRS' cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.”
In Business Since 2019
2601 Chatham Rd, Springfield, IL
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Forsyth Financial Services

Forsyth Financial Services

“Recognizing that each client has unique needs, Christen Owen enjoys listening to and understanding the dreams and goals each person has. She believes in educating clients and works diligently to help them develop achievable goals,...”
In Business Since 2018
430 E Vine St, Springfield, IL
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Marlett , Wheeler & Co.

Marlett , Wheeler & Co.

“Our objective is to provide high quality service in accounting, auditing and income tax planning and preparation to small businesses, with an emphasis on, but not limited to, the telecommunications industry. We do not serve publicly held companies, n...”
Accepts All Major Credit Cards
In Business Since 2003
7000 Piper Glen Dr Suite B, Springfield, IL
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Retirement Planning and Investment Management Services in Springfield, IL Cost Estimates

Minimum cost
$1180
Maximum cost
$10026
National Average
$3539
Avg Per Hour Rates
$354
$2359
$6487
Average price range is based on 308 cost profiles
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Average Cost $3539
Minimum cost $1180
Maximum cost $10026
Avg Per Hour Rates $354

Average range $2359 to $6487 is based on 308 cost profiles.

Why these companies made our list

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