Independent, fee-only financial planning and investment advisory services
Mentor Capital Management Inc. offers comprehensive financial planning and investment advisory services. We are dedicated to providing you with thoughtful, prudent guidance as you seek to reach your financial and lifestyle goals through the financial planning process.
Find out more about us » Our fiduciary oath » Our code of ethics »
Common questions
- How is Mentor Capital different from a broker or insurance agent?
- What is the history of Mentor Capital?
- How much do you charge for managing investments?
- What is the process for your financial planning services?
Useful links
(630) 530-1191 |
(630) 530-1442 
Objective advice
High level of expertise
Full disclosure
Comprehensive services
- Financial Planning - We develop comprehensive plans designed to help clients reach their financial goals and objectives. The plans address such issues as retirement planning, cash-flow and debt management, estate planning, tax planning and risk management.
- Investment Management - Using proven principles of asset allocation, we create and supervise investment portfolios that are designed to minimize risk and enhance returns.
- Small-Business Services - We advise small businesses, and their owners, on issues such as selecting the most suitable retirement plan and succession planning.
Learn more about our services »