Best Financial Advisors in Plainfield

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
4.9/5.0
Average Rating

Plainfield Financial Landscape

With a population of 41,734, Plainfield is part of the Chicago metropolitan area, benefiting from proximity to major urban centers. The economy is diverse, with growth in retail, healthcare, and education sectors.

Major industries
Retail, Healthcare, Education
Population
41.7K (metro: 9.5M)
Median household income
$100,000
Unique needs
Plainfield requires tailored financial advice for families and local businesses to navigate suburban growth challenges.
Market Insights
Economic Growth
According to BEA (2023), Plainfield's economy has shown steady growth, driven by local retail and service sectors, with a focus on sustainable development.
Wealth Demographics
According to Census (2023), the median income in Plainfield is approximately $100,000, reflecting a relatively affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Plainfield are increasingly specializing in family wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Plainfield is competitive compared to nearby Chicago, with housing being the largest expense.
Real Estate Market
According to Zillow (2024), the real estate market in Plainfield is robust, with home values appreciating steadily, raising concerns about affordability.
Business Environment
According to Fortune (2024), Plainfield's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Plainfield

Edward Jones - Financial Advisor: Britt Wagner, CFP®
★ ★ ★ ★ ★ 5
Investment Solution Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Matt Schimanski
★ ★ ★ ★ ★ 5
Stenger Family Office | Naperville Financial Advisor
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: MaryKay Hrdina, CFP®|ChFC®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Plainfield, 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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Plainfield-Specific Expertise
For Plainfield residents working in Retail, Healthcare, Education, 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
Plainfield's retail focus poses risks from e-commerce shifts. Housing prices may face bubble risks; diversify investments. Monitor flooding risks and economic stability.

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Find Financial Advisors in Nearby Cities

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