Best Financial Advisors in Lombard

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Lombard Financial Landscape

Lombard's economy is diverse, with a mix of retail, healthcare, and professional services. The area benefits from its proximity to Chicago, enhancing its economic potential.

Major industries
Retail, Healthcare, Professional Services
Population
43.9K (metro: 9.5M)
Median household income
$82,000
Unique needs
Lombard's suburban nature demands focus on family services, education, and local business support.
Market Insights
Economic Growth
According to BEA (2023), Lombard's GDP growth has been steady, driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Lombard is $82,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lombard increasingly focus on retirement planning and estate management.
Local Considerations
Cost of Living
According to BLS (2024), Lombard's cost of living is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Lombard's real estate market shows a 5% increase in home values, indicating strong demand.
Business Environment
According to Fortune (2024), Lombard's business climate is favorable, with supportive local policies for small businesses.

Top 5 Financial Advisors in Lombard

Northwestern Mutual Rob Dalaskey CLU ChFC RICP
★ ★ ★ ★ ★ 5
Financial Advisor - Mario J Tenuta - Northwestern Mutual Wealth Management Company
★ ★ ★ ★ ★ 5
LT Family Financial, Inc
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Paul Cord, AAMS®
★ ★ ★ ★ ★ 5
Northwestern Mutual - The Mathur Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lombard, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Lombard-Specific Expertise
For Lombard residents working in Retail, Healthcare, Professional Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Lombard's retail sector faces e-commerce risks; housing prices may bubble due to demand. Monitor flooding risks and diversify investments across sectors.

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Find Financial Advisors in Nearby Cities

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