Financial advisors in Chicago area

[nastle]

Any recs please

thanks

[Larry Ragman]

Your advisor does not have to be local; many good firms are virtual and work nationally. Check out the WCI find a pro link.

[MPMD]

agree i would not limit this geographically.

the chance the best person for you is within driving distance is statistically small.

[Tim]

Do your homework before you start looking.
You need to find a match for the value you are looking for.

https://www.whitecoatinvestor.com/questions-to-ask-when-hiring-a-financial-adviser/

Some good info on the blog.

[jfoxcpacfp]

We have several long-standing clients who live in Chicagoland. I’m sure others on “the list” do, too, just providing this as an example the geography is no longer a limitation.

It is so much easier to meet in the comfort of your home or office than to fight traffic for a meeting, arrange babysitting, etc. On Zoom, spouses can meet from 2 locations, also, very convenient when one wants to meet at lunch and the other can do so from their work or at home. Most of our clients plop their kids down for a movie when it’s meeting time. I’ve gotten to know a lot of babies and future financial planning clients 😆. It’s much more comfortable when you can just meet from around the kitchen table or home office in your sweats!