Lori J. Miller, CFP® M.S. Wealth Manager, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial

Planning for your significant now and future is no simple task, especially in today’s complex and volatile environment. You should consider unbiased, experienced guidance with Lori J. Miller, CFP® , M.S. to provide turnkey strategies and solutions for Financial Planning and Investment Advisory services offered through LPL financial, a registered investment advisor, Wealth Management, and Insurance Services. Please visit her site often to use Financial Calculators, view quick topic Videos and Flipbooks, read Articles and Reports to help answer your questions or stimulate your interest.
Lori J. Miller, CFP® has nearly 30 years of diversified financial advisory experience to put the needs of individuals, families, and businesses at the center of every investment and planning recommendation, and provides competent, independent and ethical guidance to work toward the goals for your financial well being. You can dream boldly while planning confidently, and still live for today. Lori was named a Five Star Wealth Manager for Chicagoland in 2017, 2016, and 2014*. She was voted by her clients, colleagues, and other business professionals as the 2015 "Best of Wheaton Small Business Financial Services Winner"*.
Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, Mutual Funds, REITs, BDCs, Income Annuities, IRAs, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans and Insurance products and services. We are thrilled to open a second offfice location in the Denver Tech Center in Colorado to better serve our clients, and would love to have you schedule a complementary strategy conversation. We look forward to serving your financial and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you!
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2016 or 2014 Five Star Wealth Managers.
**Award based on Client and Community Votes.
Newsletters
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Car Affordability
How much can you afford to pay for a car?