Top Strategic Financial Planning Firms in Chicago
-
UndisclosedUndisclosed250 - 999Oakbrook Terrace, IL
Services provided
Goldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
Read more -
$1,000+$200 - $300 / hr50 - 249Oak Brook, IL
Services provided
In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
See all 1 projectsHCA Consulting Group provides Financial Advising and Planning, Bookkeeping, and Wealth Management services. Client feedback highlights their effective communication, timely delivery, and responsiveness, with particular praise for their ability to meet unique client needs and provide educational support throughout the process. Overall, HCA Consulting Group is highly regarded for its professional and client-focused approach.
-
UndisclosedUndisclosed50 - 249Oakbrook Terrace, IL
Services provided
Engage Advisors is an Accounting company launched in 2015. Located in Overland Park, Kansas and Oakbrook Terrace, Illinois, the team offers Accounting and Financial Advising & Planning.
Read more -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Services provided
South Loop CPA LLC is an Accounting company. The team is headquartered in Chicago, Illinois and Chicago, Illinois, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$100 - $149 / hr50 - 249Chicago, IL
Services provided
Odoni Partners CPAs is a Business Consulting company. In Chicago, Illinois and Wheaton, Illinois, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed1,000 - 9,999Chicago, IL
Services provided
CME Group, a large Financial Advising & Planning company, is located in Chicago, Illinois. The team focuses on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Lakeshore Financial Group, a midsize Financial Advising & Planning company, is headquartered in Chicago, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Flexpoint Ford is a Financial Advising & Planning company headquartered in Chicago, Illinois and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed250 - 999Oak Brook, IL
Services provided
Headquartered in Oak Brook, Illinois, E78 Partners is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Rosemont, IL
Services provided
Wynnchurch Capital, a Financial Advising & Planning company, was established in 1999. The agency focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Cresset Trust Company is a midsize Financial Advising & Planning company. Launched in 2017, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Development Specialists, Inc., an Accounting and Financial Advising & Planning company, specialize in Accounting and Financial Advising & Planning. They were founded in 1977.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Ocean Tomo is a Financial Advising & Planning and Business Valuation Services company. Founded in 2003, the team provides Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Hammond, IN
Services provided
FBTC Inc. Is a small Business Consulting company. They focus on Business Consulting and Accounting and were established in 2022.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
In Chicago, Illinois, Pekin Hardy Strauss Wealth Management is a Commercial Financing and Financial Advising & Planning company. They provide Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Downers Grove, IL
Services provided
Financial Advising & Planning company TC Wealth Partners specializes in Financial Advising & Planning. They were founded in 1993.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Midwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Growth Catalyst Partners is a Financial Advising & Planning company founded in 2015. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Financial Advising & Planning company White Wolf Capital is in Miami, Florida and New York, New York. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2011.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Based in Chicago, Illinois, Kinzie Capital Partners is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Periscope Equity is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were launched in 2013.
Read more -
UndisclosedUndisclosed10 - 49Evanston, IL
Services provided
Founded in 2005, Silver Oak Services Partners is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
May River Capital is a small Financial Advising & Planning company. Founded in 2012, the team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Thirty-5 Capital is a small Chicago, Illinois-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Akoya Capital, a small Financial Advising & Planning company, is located in Chicago, Illinois. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Thurston Group is a Financial Advising & Planning company. The Chicago, Illinois-based agency specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Center Rock Capital Partners is a Financial Advising & Planning company. They were launched in 2017, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Willamette Management Associates is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Launched in 2001, DLC is a midsize Accounting company in Los Angeles, California and Chicago, Illinois. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Established in 2003, JMC Wealth Management, Inc. Is a Financial Advising & Planning company. In Chicago, Illinois, the team provides Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Merino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249Oak Brook, IL
Services provided
Cultivate Advisors is a midsize Business Consulting company. Established in 2013, the team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Oak Brook, IL
Services provided
Selden Fox, Ltd., an Accounting company, provide Accounting and Financial Advising & Planning. They were founded in 1978.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Topel Forman LLC is a Chicago, Illinois-based Accounting company. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Thoma Bravo is a software development company. They are in Chicago, Illinois and London, England and have midsize team. Their team offers Custom Software Development and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
INSIGHT2PROFIT is a Business Consulting company. The firm is headquartered in Beachwood, Ohio and Chicago, Illinois. Their team specializes in Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Financial Advising & Planning company Basil Financial Group specializes in Financial Advising & Planning and Accounting. They were founded in 2011.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Accounting company Sheridan Capital Partners was launched in 2012. The team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Commercial Financing company LQD Business Finance, LLC is headquartered in Chicago, Illinois. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Based in Chicago, Illinois, The AddVantage Group is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Established in 2005, The Claro Group is a Commercial Financing company. The team focuses on Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
Apogem Capital is a Commercial Financing company. They offer Commercial Financing and Funding & Investment and were launched in 2022.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Urban Financial Advisory Corporation is a Chicago, Illinois-based Commercial Financing company. They specialize in Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Chicago Wealth Management, Inc. Is a Chicago, Illinois-based Accounting company. Founded in 2003, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Pendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
DeRose Financial Planning Group is a Commercial Financing company. They are headquartered in Chicago, Illinois and have small team. They offer Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Richter LLP is a Business Consulting company launched in 1926. The team specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
Alexa CPA Group is an Accounting company in Chicago, Illinois and Buffalo Grove, Illinois. Launched in 2017, the team provides Accounting and Financial Advising & Planning.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top Chicago Strategic Financial Planners
-
UndisclosedUndisclosed250 - 999Oakbrook Terrace, IL
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$200 - $300 / hr50 - 249Elk Grove Village, IL
Ability to deliver
8.1/40.00/20 Reviews0/10 Clients & Experience8.1/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49Chicago, IL
Ability to deliver
6.3/40.00/20 Reviews1.8/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed50 - 249Overland Park, KS
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$5,000+$100 - $149 / hr50 - 249Chicago, IL
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed1,000 - 9,999Chicago, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Chicago, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Financial Advising & Planning40% Other -
UndisclosedUndisclosed50 - 249Chicago, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Oak Brook, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed50 - 249Rosemont, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Sioux Falls, SD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Chicago, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Chicago, IL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Hammond, IN
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other