We strive to be an honest and accurate source of financial advice tailored to your specific business needs. We offer personal attention inherent to a small company, and the expertise of a global, multi-billion dollar company.
Our team is genuinely invested in your financial success.
At a Glance
Since 1982
We have been serving our clients for over 42 years.
Independent
We work for you – not a bank, brokerage, or insurance company
Fee-based
98% of our service is fee based. 1% on assets managed, or an hourly rate. We do receive a commission on some term-life insurance transactions
Fiduciaries
By law, your interests are put ahead of ours
CFP® Certification
Our CERTIFIED FINANCIAL PLANNER™ Professionals have over 47 years combined experience
True Believers
Our personal money is invested the same way as our clients’
Interests Aligned
When you make more, we make more
About Us
Jim started Woodfield Planning Corp. in 1982 as a personal financial planning firm. In 1986 he added residential mortgages to his offerings. In 2011 the mortgage division of the business was sold to Wintrust, a Chicago based financial services firm with over 20 billion in assets. The financial planning division, Woodfield Financial Advisors, Inc., relocated to Deer Park, IL. WFA is an SEC Registered Investment Advisor. In 2025, Woodfield Inheritance Advisors became a marketing subsidiary of Woodfield Financial Advisors, Inc.
We are most proud of the long term trusted relationships that we have with our clients and employees. Many fall into the 20 to 25+ year range.
Why do we have so many loyal clients who inherited significant assets? They tell us it’s because we have always given them honest, solid financial advice. We pay attention to detail and we always look out for their best interest. We know our clients well and focus on delivering good old fashioned personal attention.
