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Best Financial Advisors in Chicago
Financial Planners in Chicago Area
Chicago-Naperville-Elgin isn’t just the heart of the Midwest — it’s a hub where financial strategy, community values, and entrepreneurial energy intersect. Businesses, families, and individuals across the region face unique financial challenges, from navigating volatile markets to planning secure retirements. That’s where Chicago’s financial advisors and planners step in, helping people make smart, long-term decisions that shape their futures.
At Digital Reference, we know how critical it is to find the right advisor. That’s why we’ve curated this list of standout professionals. Our methodology involves extensive research, peer recognition, and evaluation of achievements, ensuring that each advisor featured is both trusted and impactful in their field. Some are solo operators, some run their own firms, and others work at well-respected organizations — but all share the same mission: to guide clients with clarity, strategy, and heart.
Methodology: How We Chose These Chicago–Based Financial Advisors
🔎 Research-driven: Verified professional credentials (CFP®, CFA®, CPA), extensive experience, and evidence-based planning strategies
📊 Client-reviewed: Authentic testimonials, satisfaction ratings, and demonstrated financial outcomes over time
🏆 Industry-recognized: Awards, media mentions, and thought leadership within the financial services sector
🏙️ Location-based: Advisors with strong ties to Chicago’s business community and expertise in serving the region’s diverse financial needs
The advisors featured here have earned distinction through their integrity, client-first approach, and commitment to helping Chicago residents and businesses achieve lasting financial success.
🌟 Meet the Featured Financial Advisors in Chicago
♦️Eric Billimoria
Vice President at WealthCare Advisors, LLC
As both a Certified Financial Planner and a Certified Public Accountant, Eric Billimoria has the rare combination of deep tax knowledge and holistic planning expertise. He helps clients cut through complexity with practical, actionable strategies.
Why he stands out
🔹 Dual certification sets him apart in both wealth and tax strategy
✨ Recognized for simplifying the most complex financial puzzles
📌 Trusted by both families and business owners for long-term guidance
♦️Anna Bloom
Financial Planner & Wealth Management Consultant
Anna Bloom’s career reflects her passion for helping clients build sustainable financial plans that balance today’s needs with tomorrow’s opportunities. With years in the Chicago market, she’s deeply connected to the community she serves.
Why she stands out
🔹 A reputation for being client-first and values-driven
✨ Practical insights that resonate with young professionals and retirees alike
📌 Dedicated to making financial planning more inclusive and approachable
♦️Mark Rogers
Financial Advisor & Client Education Specialist
Mark Rogers has a career built on resilience, adaptability, and client education. His work spans guiding clients through market cycles and helping them achieve confidence in their decisions.
Why he stands out
🔹 Strong focus on financial education and empowering clients
✨ Helps clients navigate turbulent economic times with steady perspective
📌 Known for relationship-building and long-term trust
♦️Frank M. Devincentis
Founder, Managing Partner, and Financial Advisor at Verismo Financial
Frank Devincentis has dedicated his career to helping clients pursue clarity, confidence, and independence in their financial lives. With decades of experience and a reputation for excellence, he leads with both technical skill and human-centered service.
Why he stands out
🔹 Extensive track record of guiding clients through complex wealth planning
✨ A CFP professional who leads with integrity and vision
📌 Strong presence in the local community, supporting financial literacy initiatives
♦️Larry Pershing
Founder and CEO of Optimum Retirement Planning, Certified Financial Planner & Retirement Management Advisor
Larry Pershing is a Certified Financial Planner and Retirement Management Advisor, specializing in helping clients prepare for life after work. His expertise in retirement transitions makes him a trusted resource for individuals approaching major life milestones.
Why he stands out
🔹 Focuses on retirement confidence and sustainable planning
✨ Known for building trust with clients navigating retirement’s complexities
📌 Passionate about helping clients live fulfilling, financially secure retirements
♦️Noah York
Owner and Financial Advisor at York Wealth Management, LLC, Financial Advisor & Wealth Management Specialist
With a deep commitment to personalized wealth management, Noah York has carved out a reputation as a thoughtful and innovative financial advisor. He takes pride in building strategies that are as unique as his clients.
Why he stands out
🔹 Recognized for his client-first approach and strategic insight
✨ Expertise in wealth preservation and intergenerational planning
📌 Brings creativity and care to financial advising in Chicago
♦️Meggan Carroll
Certified Financial Planner & Wealth Manager, Advisor at JMG Financial Group, Ltd.
Meggan Carroll is a Certified Financial Planner who has built her career on creating meaningful, long-term relationships with her clients. With a strong background in wealth management and financial education, she’s known for her approachable communication style and ability to simplify complex financial strategies.
Why she stands out
🔹 Skilled in translating technical financial plans into actionable steps
✨ Committed to empowering clients to feel confident and independent in their financial decisions
📌 Recognized as a mentor and advocate for women in finance
♦️Scott Sierens
Certified Financial Planner & Wealth Advisor
Scott Sierens is a Certified Financial Planner with a strong track record of helping individuals and families simplify their financial lives. His expertise extends from investment planning to retirement strategy, all while focusing on helping clients feel more secure.
Why he stands out
🔹 Known for breaking down complex financial strategies into everyday language
✨ Dedicated to helping clients gain confidence and peace of mind
📌 Actively shares financial insights through media and community channels
♦️Kimberly Velasco
Certified Financial Planner & Financial Literacy Advocate, Wealth Advisor at The Dala Group
Kimberly Velasco is a Certified Financial Planner with extensive experience helping clients achieve stability and growth in their financial journeys. She’s recognized for her ability to balance the emotional and technical sides of financial planning.
Why she stands out
🔹 Skilled in guiding clients through life transitions with confidence
✨ Committed to long-term relationships built on trust and transparency
📌 Advocate for financial literacy, particularly among underrepresented groups
Guiding Wealth, Empowering Chicago
Chicago’s financial advisors and planners represent a unique blend of resilience, expertise, and community-driven purpose. In a city known for its economic diversity—from bustling corporate sectors to thriving small businesses—these professionals stand out by bridging technical knowledge with human connection. They don’t just manage portfolios; they build trust, empower individuals, and guide organizations through both opportunities and challenges.
What makes this community truly exceptional is its commitment to education and inclusivity. Whether it’s demystifying tax strategies, planning for retirement, or empowering first-time investors, Chicago’s advisors are equipping clients with the tools and confidence to make informed financial decisions. Their impact extends beyond balance sheets—supporting families, strengthening local businesses, and contributing to the city’s long-term vitality.
At Digital Reference, we’re proud to highlight these professionals who embody transparency, talent, and authentic connection. Our mission is to make it easier for individuals and organizations to find the expertise they need while celebrating the advisors who are shaping stronger futures.
Explore more:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Together, let’s continue building a smarter, more connected financial future for Chicago and beyond with Digital Reference.
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