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Find Retirement Advisors for Retirement Planning in Lombard, Illinois

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Lombard, Illinois

Last Updated - April 25, 2025

Lombard has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Lombard, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Lombard, Illinois

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Kate Baness
HighPoint Planning Partners

Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Mark Ackerman
Ackerman Wealth Management

Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Steve Harrison
Prudential

Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Steven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc

Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Lombard, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1900 South Highland Avenue, Suite 100
Lombard, IL, 60148
$8,531,276,81921698145
A percentage of AUM, Fixed fees
2

377 E. Butterfield Road, Suite 220
Lombard, IL, 60148
$890,203,7033748
A percentage of AUM, Performance Based
3

700 E. Butterfield Road, Ste 320
Lombard, IL, 60148
$0013
Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING)

Information on Top Retirement Planning firms in Lombard, Illinois

QualificationsFirm CRD# 145706

Assets Under Management $8,531,276,819

No. Of Clients21698

Clients Per Financial Advisor150

FORUM FINANCIAL MANAGEMENT, LP is a financial advisory firm situated in Lombard, Illinois. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21698 clients. The team consists of 145 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 309050

Assets Under Management $890,203,703

No. Of Clients374

Clients Per Financial Advisor47

HUNTER CAPITAL MANAGEMENT is a financial advisory firm situated in Lombard, Illinois. With a nearly $890M assets under management, the firm specializes in crafting personalized retirement planning solutions for 374 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 107772

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

STRATEGIC CAPITAL INVESTMENT ADVISORS INC is a financial advisory firm situated in Lombard, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING)

Financial Planning Services

  • Pesnsion consulting services
  • Other (INVESTMENT CONSULTING TO WELFARE AND SUB FUNDS, ON-BALANCE SHEET/INSURANCE/TRAINING INV PROGRAMS, DISCRETIONARY CONSULTING)
View Full Profile

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