Find trusted financial guidance in Naperville. Discover the top 10 CPAs and financial advisors for tax planning, wealth management, and retirement strategies.

Naperville's affluent and financially sophisticated community demands high-caliber financial planning and accounting services. The top firms and independent advisors in the area provide comprehensive wealth management, tax strategy, retirement planning, and investment advice tailored to the unique needs of families, business owners, and professionals. These trusted experts combine deep technical knowledge with a personalized approach to help clients achieve their long-term financial goals.

Top 10 Financial Advisors and CPAs in Naperville

1. The Bright worth Naperville Office (A Partner of CI Private Wealth)

Website: https://www.brightworth.com/naperville

Address: 400 S. Main St., Suite 200, Naperville, IL 60540

Phone: (630) 778-9900

Email: naperville@brightworth.com

A leading wealth management firm serving high-net-worth individuals, families, and business owners. They offer integrated financial planning, investment management, tax planning, and legacy strategies. Known for their disciplined, goals-based planning process and in-house CPA expertise.

Google Review: "Bright Worth managed our complex transition into retirement, coordinating our stock options, 401(k) rollovers, and tax strategy seamlessly. They think of everything we don't. Our financial life has never been more organized or secure."

2. Bedrock Financial Advisors, LLC

Website: https://www.bedrockfa.com

Address: 55 S. Main St., Suite 370, Naperville, IL 60540

Phone: (630) 922-9100

Email: info@bedrockfa.com

An independent, fee-only Registered Investment Advisor (RIA) focused on holistic financial planning. They specialize in working with corporate executives, physicians, and retirees, providing conflict-free advice with a strong emphasis on financial education and client empowerment.

Google Review: "Fee-only was important to us—no commissions, just advice in our best interest. Bedrock created a crystal-clear roadmap for our family's future, from college savings to retirement. They are educators and true fiduciaries."

3. Wesbanco Wealth Management (Formerly KDC Wealth Management)

Website: https://www.wesbanco.com/wealth

Address: 1230 Iroquois Ave, Suite 400, Naperville, IL 60563

Phone: (630) 904-5500

Email: wealth.naperville@wesbanco.com

Provides personalized private banking and wealth management services. Their advisors have deep experience in trust and estate planning services, business succession, and managing concentrated stock positions for corporate executives.

Google Review: "Their trust and estate planning team helped us structure our assets to protect our legacy and minimize taxes for our heirs. The level of personal service and sophistication is exceptional."

4. Greenleaf Financial Group

Website: greenleaf-fg.com

Address: 1239 S. Rimpau Blvd., Los Angeles, CA 90019

Phone: 323-395-8801

Email: jhartman@greenleaf-fg.com

A family-owned firm offering comprehensive financial planning and insurance solutions. They excel at retirement income planning, helping clients create predictable, tax-efficient income streams that last throughout retirement.

Google Review: "Turning our 401(k) savings into a reliable retirement paycheck was daunting. Greenleaf built a detailed income plan that covers our needs, adjusts for inflation, and gives us tremendous peace of mind."

5. Kutchins, Robbins & Diamond, Ltd. (KRD)

Website: Foundation for Culinary Arts - Allen Kutchins

Address: 1016 W. Jackson Blvd., Chicago, IL 60607

Phone: 312-752-2352

A full-service CPA and consulting firm that is one of the largest in the Chicago suburbs. They provide sophisticated tax planning and compliance, audit services, and business consulting for mid-sized companies, non-profits, and high-income individuals.

Google Review: "Our family business and personal taxes are incredibly complex. KRD handles it all with precision and proactive strategy. They've saved us significant money year after year with smart tax planning moves."

6. Moneta (The Naperville Group)

Website: moneta.vc

Address: 106 E 6th Street, Suite 320, Austin, TX 78701

Phone: (916) 270-2700

Email: info@moneta.vc

A Partner of the national Moneta Group, this team operates as a family office for affluent clients, offering integrated investment management, tax services, estate planning, and bill pay/concierge services for a truly holistic approach.

Google Review: "They act as our chief financial officer. They manage our investments, coordinate with our estate attorney, file our taxes, and even help with charitable giving. It's comprehensive care for our entire financial life."

7. Schechter Wealth Strategies

Website: https://www.schechterwealth.com

Address: 1516 N Naper Blvd, Suite 220, Naperville, IL 60563

Phone: (630) 778-1100

Email: info@schechterwealth.com

A boutique firm specializing in strategic retirement planning and wealth transfer. They are known for their clear, visual "financial blueprints" that help clients understand every aspect of their plan and make confident decisions.

Google Review: "The visual plan they created was a game-changer. We could finally 'see' our retirement, how Social Security timing affected us, and the impact of different decisions. It made everything click."

8. Dixon & Associates, CPAs, PC

Website: dixoncpafirm.com

Address: 408 W Main St, Senatobia, MS 38668

Phone: (662) 562-5888

Email: carlton@dixoncpafirm.com

A highly respected local CPA firm focused on tax strategy, planning, and preparation for individuals, families, and small businesses. They are proactive advisors who meet with clients quarterly to optimize tax positions year-round.

Google Review: "Not just tax preparers—true tax strategists. They called me in September to suggest a move that saved me $8,000 on my April bill. Their proactive approach is worth every penny."

9. Harvest Financial Advisors

Website: harvestadvisors.com

Address: 8840 Cincinnati-Dayton Road, West Chester, OH 45069

Phone: 513-779-3030

A fee-only fiduciary practice emphasizing low-cost, evidence-based investment strategies (often using Dimensional Fund Advisors). They are ideal for clients who want academically sound portfolio construction combined with comprehensive financial planning.

Google Review: "They moved us away from high-cost, opaque investments into a transparent, low-cost portfolio aligned with Nobel Prize-winning research. Our fees dropped dramatically, and our plan is intellectually rigorous. Highly recommended for savvy investors."

10. Lurie, LLP (Naperville Office)

Website: luriecpas.com

Address: 292 Washington Ave. Extension, Suite 101, Albany, NY 12203

Phone: (518) 456-4094

Email: info@luriecpas.com

A top-100 accounting and business advisory firm with a strong Naperville presence. They offer deep expertise for business owners in areas like mergers & acquisitions, international tax, and complex estate planning for ultra-high-net-worth individuals.

Google Review: "Navigating the sale of our business required incredible expertise. Lurie's team handled the tax structuring, due diligence, and negotiations, maximizing our after-tax proceeds. World-class guidance."

Frequently Asked Questions

Q1: What is the difference between a financial advisor and a CPA?

A CPA (Certified Public Accountant) is a licensed accounting professional specializing in tax preparation, tax strategy, auditing, and business accounting. A financial advisor (or planner) focuses on broader wealth management: investments, retirement planning, estate planning, and insurance. The best financial plans involve collaboration between both professionals.

Q2: Do I need a certain net worth to work with a financial advisor?

Not necessarily. Many firms have minimum asset levels ($250k - $1M is common), but others work on a flat-fee or hourly basis for planning projects, making them accessible to those just starting to build wealth. CPAs typically charge by the hour or project for tax work.

Q3: How often should I meet with my financial advisor or CPA?

For comprehensive planning, an annual review is standard. However, proactive advisors and CPAs often schedule quarterly check-ins, especially around tax quarters or during major market or life changes. Communication should be ongoing as needed.

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Top 10 Financial Advisors and CPAs in Naperville Illinois

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