Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 60013
Out of 400,000+ nationwide
David M
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Alka O
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
Gary B
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
Robert S
CFP®, Series 63, Series 66
Arlington Heights, IL
RB Salzman Wealth Management, LLC
Daniel S
Series 63, Series 65
Arlington Heights, IL
Directional Asset Management, LLC
David G
CFP®
Barrington, IL
Retirement Matters, Inc.
Kevin S
CFP®, Series 65
Barrington, IL
Balance Financial Services, Inc.
Matthew N
Series 65
Arlington Heights, IL
Crown Financial Group, Inc.
James R
CFP®, Series 66
Elgin, IL
Monotelo Wealth Partners
Matthew B
CFP®, EA
Arlington Heights, IL
Maplewood Wealth
I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions. At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future. Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 60013
Out of 400,000+ nationwide