Financial Advisor Naperville
Naperville Financial Advisor | Naperville Financial Planner | Naperville Fiduciary Financial Advisor
Stenger Family Office is a fiduciary financial advisor firm based in Naperville, IL. Since 1981, the Stenger family has provided financial advice to over 1,200 families in nearly every state. Stenger Family Office and its team of financial advisors in Naperville, IL are able to assist you and your family with retirement planning, financial planning, wealth management and investment management.
Senior partners and financial advisors Nick Stenger and Bond Roth will guide your family through our 5-Step Financial Planning Process that analyzes your income, expenses, assets and liabilities, and helps you determine if you have enough saved for retirement.
Hiring a financial advisor in Naperville, IL can be a daunting process. We recommend working with a fiduciary financial advisor who can give you unbiased, objective advice and create a financial plan tailored to your needs.
Financial Planner in Naperville, IL
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Learn more about Stenger Wealth Management
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Learn more about Stenger Investment Management
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Learn more about Stenger Tax Advisory
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Learn more about Legacy & Life Law
Top Financial Advisors
“The team at Stenger family Office are incredible. They put true care into every client and make you feel like a part of their family. Look forward to many more years of working with them.”
“These people truly care about their clients. Always stay in touch, always available for any need.”
“We have been part of Stenger group for 30+ years. The group is professional - caring - engaged! We look forward to continuing our relationship!”
“Nick and his team are awesome. They are super responsive and helpful, and go out of their way to make my life easier. I highly recommend this group.”
“We have full confidence with the Stenger Family Office. We have been with them since 1981 and now in retirement are happy for it.”
“The Stenger group is amazing. Ron’s son Nick manages my retirement funds now and is always there when I have a question. They have earned my business for sure.”
Financial Advisors Near Me
Stenger Family Office is owned by Nick Stenger and Bond Roth, financial advisors in Naperville, IL. Stenger Family Office is a full-service, fiduciary financial advisor firm that can help you create a financial plan and manage your retirement assets. Stenger Family Office also offers comprehensive tax planning and preparation services through Stenger Tax Advisory and estate planning strategies through a third-party law firm, Legacy & Life Law.
Is it worth paying for a financial advisor?
Hiring a financial advisor in Naperville, IL can be a time consuming process. We recommend hiring a financial advisor who is a fiduciary and will charge an advisory based fee rather than a commission. When hiring a financial advisor, you want to make sure they will create a financial plan and build a custom investment portfolio that matches your goals. It is worth paying for a financial advisor when you prefer to have a team of experts manage your finances rather than go it alone. Going it alone can prove costly over time, especially if you make a big mistake along the way.
What is the average cost of using a financial advisor?
Most fiduciary financial advisors charge between 0.50-1.50% of your assets under management, typically based on how much you have to invest. Stenger Family Office starts most clients at 1.00% per year and negotiates fees lower as your assets grow.