R W Stanley

At R.W. Stanley Investment Planning, we are committed to providing transparent, objective, and unbiased financial planning and investment advice to individuals and families. Located in Libertyville, IL, our team of experienced financial advisors has honed its expertise in the financial services industry for over 20 years. Our mission is to deliver comprehensive financial planning and investment advice at an overall net cost that is far less than what is generally available in the market.

Our Expertise

Our expertise includes objective investment advice, impartial retirement planning, customized asset allocations, indexing, and evidence-based investing. We also specialize in Social Security benefit strategies, pension benefits analysis, and Roth IRA conversion strategies. Our goal is to provide our clients with a clear understanding of their financial situation and help them make informed decisions about their financial future.

Our Services

We offer a range of financial planning and investment advice services, including fee-only financial planning, investment advice, and portfolio management. Our services are designed to be transparent, flexible, and cost-effective. We do not sell any products, and we do not manage assets, which means that our clients receive truly objective and conflict-free advice. Our fee structure is based on an hourly or per-project basis, which gives our clients control and cost transparency.

Our Philosophy

Our philosophy is simple: the customer's interest should always come first. That's the way it should be. We believe that financial planning and investment advice should be transparent, objective, and unbiased. We are committed to providing our clients with the highest level of service and expertise, and we are dedicated to helping them achieve their long-term financial goals.

Get Started

If you're looking for a trusted financial advisor who can provide you with objective and unbiased advice, we invite you to schedule a complimentary "get acquainted" meeting with one of our seasoned financial advisors. During this meeting, we'll review your goals, priorities, and concerns, and provide you with a written cost estimate for any future engagements. There are no surprises, no hidden fees, and no obligation.