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Financial Advisors

A life of freedom and significance starts with holistic planning with a financial advisor.

F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.

Using our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

We have offices in Naperville, IL, McDonough, GA and Venice, FL, and we virtually serve clients nationwide.

F5's Financial Advisory Services

Retirement Planning

Investment Management

Estate & Legacy




"Working with F5 Financial has been life changing for our family."


"Growing up, we didn't have what you would call a portfolio. We have been blessed with success in our business and as we begin to build wealth, we realized the need to find someone to help us with managing our finances. We have children we wanted to make sure were taken care of, and we wanted to make sure we would be secured in retirement. I’m so glad we hired F5 to be our financial advisor."

Alicia Powell, Business Owner

What is a Fee-Only Financial Advisor?

As fee-only financial advisors, we charge a flat fee to ensure your financial wellbeing. We receive no compensation from anyone other than the client. This ensures alignment between our recommendations and the client’s best interests.

Who We Serve

We are a NAPFA approved, fee-only financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families. We provide comprehensive planning services and recommend low cost, academically proven, passive investment solutions. We serve a variety of clients throughout Naperville, the Chicago area, the Metro Atlanta area, South Florida, and across the US.

"I specifically wanted a fee-only planner to ensure the person managing my money wasn’t incentivized."


"I have a family and I own and run a software company, so I knew I needed a financial planner to maintain a healthy portfolio. I specifically wanted a fee-only planner to ensure the person managing my money wasn’t incentivized to make investment choices that weren’t aligned with my goals. Curt with F5 has been great to work with; he has helped get my retirement, estate, and 529 planning on track. On top of that, he has a great network of professionals that he’s been able to connect me with, to make sure my business is connected with the right plans and programs. I feel buffered by what’s going on in the economy, because I know that whatever happens, F5 Financial has put me in the best position to handle it."

John Viebach, Founder of ZipGrade LLC

The F5 Process

Are you looking for more Financial Freedom
and Personal Significance in your life?

The F5 Process begins with your goals and vision and leads to the execution of your financial plan. Cash flow management, insurance, taxes, work benefits, education planning, and investment management are all integrated into this plan. If you're searching for more Freedom & Significance in your life, click to learn more about the F5 Process. 

What Our Clients Have to Say


Check out our blog for insight and strategies that inspire and equip you
to enjoy a life of significance and financial freedom. 

Work desk

Alpha versus Outcomes – Why Returns Don’t Matter

“Seeking Alpha” is the mantra of many, many investors. It’s a darn shame that many of these folks just don’t have a clue.


Monday Morning Motivation – Why

Why do you do what you do?

10 Attributes of Great Financial Advisors | F5 Financial helps clients create strong investment strategies.

10 Attributes of Great Financial Advisors

How does your current financial advisor measure up? Read on to learn what to look for!

A pink notebook on a desk with the words "I am Grateful" written on the cover.

Monday Morning Motivation – Gratitude

Do you think that your day would be a bit more fulfilling if you found the time to reflect and give thanks for those gifts that you have received in your life?