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Edward Downey Jr.

Advisor at DFG Wealth Management, LLC

Updated today

Location

Bartlett, IL 60103

Credentials

Series 63, Series 65

Industry experience

17 years

About

Edward Downey is a financial advisor at DFG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Excel and Downey Financial Group, Inc. since 2011 and 2003, respectively. In addition to his advisory work, he is involved in fixed insurance sales and tax preparation through Downey Financial Group, Inc. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with active portfolio management strategies, offering discretionary in-house portfolios and referrals to third-party managers.

Client services

Based on DFG Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on DFG Wealth Management, LLC

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Equity compensation tax strategy

Fee options

Fixed

Fixed financial planning fees from $1,000 to $4,000 depending on planning services

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%

Project-based

Between $100 and $150 per hour

Other

Account minimum: $100,000 Fee-only: Fixed fees ranging from $1,000 to $4,000 depending on services; hourly fees $100 to $150 per hour

Location

806 W. Bartlett Road

Bartlett, IL 60103

Most active in

Illinois · Texas

Work history

Advisors Excel

2011 - Present (15 years)

DFG Wealth Management, LLC

2011 - Present (15 years)

Downey Financial Group, Inc. (formerly known as DTAG Group, Inc.)

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David M

CFA®

Barrington, IL

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David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Edgardo N

Series 65

Schaumburg, IL

Navarro Asset Management, LLC

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Private / alternative investments Options & derivatives strategies
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jeffrey D

CFP®

Glen Ellyn, IL

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Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

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Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael L

CFP®

Wheaton, IL

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Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

General retirement planning General tax planning Passive / index investing Real estate investing
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