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Find Retirement Advisors for Retirement Planning in Winnetka, 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 Winnetka, Illinois

Last Updated - May 6, 2025

Winnetka has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Winnetka, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Winnetka, Illinois

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

Address

1650 Lake Cook Rd Suite 500,
Deerfield, IL 60015 See Details

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

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VERIFIED

Steve Harrison
Prudential

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

Minimum Assets Required
$0

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

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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VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

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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VERIFIED

Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Address

1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

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

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Mark Ackerman
Ackerman Wealth Management

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

Minimum Assets Required
$100,000

Address

1211 West 22nd Street,
Suite 209,
Oak Brook, IL 60523 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Kate Baness
HighPoint Planning Partners

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

Minimum Assets Required
$100,000

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

18927 Hickory Creek Drive,
Suite 310,
Mokena, IL 60448 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 8 Retirement Planning firms in Winnetka, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	One Northfield Plaza, Suite 200, Northfield, IL, 60093-1211	$650,490,513	1284	7	A percentage of AUM, Fixed fees
2	423 Central Avenue, Northfield, IL, 60093	$339,933,599	158	21	A percentage of AUM
3	One Northfield Plaza, Ste 505, Northfield, IL, 60093	$283,540,865	34	2	A percentage of AUM, Fixed fees
4	One Northfield Plaza, Suite 522 Northfield, IL, 60093	$224,397,176	173	7	A percentage of AUM
5	211 Waukegan Road, Ste 300 Northfield, IL, 60093	$221,655,455	1009	7	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
6	465 Central Ave, Suite 201 Northfield, IL, 60093	$207,368,715	706	4	A percentage of AUM, Hourly charges, Fixed fees
7	One Northfield Plaza, Suite 106 Northfield, IL, 60093	$185,000,000	360	3	A percentage of AUM, Commission Based
8	One Northfield Plaza, Suite 300 Northfield, IL, 60093	$127,051,519	250	1	A percentage of AUM

Information on Top Retirement Planning firms in Winnetka, Illinois

MOLLER WEALTH PARTNERS

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QualificationsFirm CRD# 110493

Assets Under Management $650,490,513

No. Of Clients1284

Clients Per Financial Advisor183

MOLLER WEALTH PARTNERS is a financial advisory firm situated in Northfield, Illinois. With a nearly $650M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1284 clients. The team consists of 7 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

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BERNARDI ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 120110

Assets Under Management $339,933,599

No. Of Clients158

Clients Per Financial Advisor8

BERNARDI ASSET MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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KENNEY INVESTMENTS INC

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QualificationsFirm CRD# 105665

Assets Under Management $283,540,865

No. Of Clients34

Clients Per Financial Advisor17

KENNEY INVESTMENTS INC is a financial advisory firm situated in Northfield, Illinois. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 2 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

Portfolio management for individuals and/or small businesses

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BRENTVIEW INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 300409

Assets Under Management $224,397,176

No. Of Clients173

Clients Per Financial Advisor25

BRENTVIEW INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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MACK INVESTMENT SECURITIES, INC.

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QualificationsFirm CRD# 17643

Assets Under Management $221,655,455

No. Of Clients1009

Clients Per Financial Advisor144

MACK INVESTMENT SECURITIES, INC. is a financial advisory firm situated in Northfield, Illinois. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1009 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Market timing services

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THE PLANNING GROUP

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QualificationsFirm CRD# 298496

Assets Under Management $207,368,715

No. Of Clients706

Clients Per Financial Advisor177

THE PLANNING GROUP is a financial advisory firm situated in Northfield, Illinois. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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TREETOP WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 155013

Assets Under Management $185,000,000

No. Of Clients360

Clients Per Financial Advisor120

TREETOP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 360 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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STRATEGIC PORTFOLIO MANAGERS

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QualificationsFirm CRD# 155286

Assets Under Management $127,051,519

No. Of Clients250

Clients Per Financial Advisor250

STRATEGIC PORTFOLIO MANAGERS is a financial advisory firm situated in Northfield, Illinois. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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