This is your one-stop guide to the best financial advisors in Chicago. Check out what each firm is about to make sure you find the right fit based on your needs. Each firm serves clients in the city of Chicago and the surrounding suburbs.
Valor Advisers was created as a way to serve the brave men and women who work as police officers, firefighters, and paramedics. The company was founded as a way to provide financial strategies and resources to the fearless individuals who spend their days helping the community. Our respect for those in First Responder careers led to the creation of advising services designed for their financial planning, management, and protection needs.
No matter how old you are or what life stage you are in, you deserve the same safety and security that you provide to those around you. Valor Adviser’s provides assistance with investing, real estate, retirement planning, budgeting, and debt management, college savings, tax planning, and more. If it matters to you as a First Responder, it matters just as much to Valor.
Our firm adheres to the strictest professional standards set by law and provides thorough and unbiased analysis to ensure you get the best recommendations for your financial goals. Valor Advisers acts as a Registered Investment Advisor (fiduciary) to assist you with making sound investments and managing your investment portfolios.
Most financial advisors and firms focus on investment management and operate primarily in this “single lane”. While investment management is certainly important, it does not cover every stage of a family’s financial journey, nor can it anticipate and protect against life’s unforeseen events. Gaughan Wealth Management’s entire focus is holistic financial planning—not only investment management but risk mitigation, retirement, tax, and estate planning. It’s our belief, whether you have $1,000,000 or $20,000,000, or anywhere in between, if an event happened and that event caused you to lose all or most of your money, it really doesn’t matter how that money is “positioned”. The event itself could negatively impact, or worse, devastate your lifestyle. Suddenly, asset allocation and year-to-date portfolio performance are put in perspective. Headquartered in Chicago, our mission at Gaughan Wealth Management is to help clients develop specific strategies to monetize and protect assets, minimize taxes, maximize growth, and transfer wealth.
Our reasons for becoming financial professionals are deeply personal. We’ve repeatedly seen many friends and family struggling to find the help they need to map out their financial futures. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Based in Chicago
Scott Tucker helps people just like you work toward their financial goals. Scott is a registered investment adviser representative and has been able to help serve clients with their investment needs. Based in Chicago, we serve clients across the country, from Wisconsin to Texas, and from Florida to Washington state. When you have financial concerns, we want to help you address them.
TJ Stearns advisors see things differently and know your financial needs are as individual as you are. At TJ Stearns, our priority is to protect and grow your money, and this is done by creating a one-of-a-kind plan that fulfills all your unique needs. More importantly, everyone we work with is treated like family by our team of passionate, loyal, and talented advisors.
Whether it is building and growing wealth, planning your perfect retirement, or safeguarding the money you’ve worked hard for, we are here to help and guide you.
Honorable mentions
Everyone’s financial journey is different. We hope you find this resource helpful and informative.
