Fee-only Financial Advisors

Financial Planning for Families, Corporate Executives and Business Owners

A life of freedom and significance starts here.

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

We are a NAPFA approved 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.

Our Services

How We Help

Retirement Planning

Ongoing planning that coordinates your goals, cash flow, investments, tax strategy, insurance, and estate plan into one picture for retirement.

Investment Management

Factor-based, evidence-driven portfolio management for people who want their investments coordinated with their taxes, insurance, and estate plan.

Estate Planning

Coordinated estate and legacy planning that connects your will, trust, and beneficiary decisions to the rest of your financial plan.

Tax Planning

Coordinated tax strategy for corporate executives, business owners, and families who want their CPA, their portfolio, and their financial plan working from the same numbers.

The Financial Health Cycle™

We'd like to introduce you to the Financial Health Cycle, our proprietary planning process. We've worked with scores of clients over the years, and we've listened. Each experience has contributed to refining the Financial Health Cycle and enhancing our ability to serve you with excellence.

Our 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.

Discover our process

What our clients say

Testimonials

I highly recommend working with Curt and F5 Financial if you need help growing your business and making sure its financials and growth strategy are sound.

Jay Boryscka

I like the structure of the F5 Financial methodology, and I like working with Curt. He's extremely accessible and always willing to answer any question I have. Given how complex the markets and investment vehicles can be, it's reassuring to have a financial advisor like Curt providing guidance.

JonPaul Jonkheer

Even though Josh is someone we trust with our money, he's more than a financial advisor — he's a friend and a partner. When our dog passed away, he called to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio.

Marcie Kelly

These reviews were voluntarily provided by our clients. No compensation was provided to clients in exchange for their reviews. We requested ratings from all clients via email. Clients who responded either wrote their own review, or collaborated with a third-party marketing agency that crafted their spoken words into written testimonials. Each client posted their own feedback on Google.

Check the background of this firm on FINRA’s BrokerCheck.

Our Offices

Naperville, IL

Fiduciary financial planning in Naperville, IL and the downtown Naperville area. Curt Stowers, CFP® is our team lead in the Naperville, IL region.

Venice, FL

Fiduciary financial planning in Venice, FL and the South Florida area. Josh Duncan, CFP® is our team lead in the Venice, FL region.

McDonough, GA

Fiduciary financial planning in McDonough, GA and the Atlanta area. Josh Duncan, CFP® is our team lead in the McDonough, GA region.

Let’s build a portfolio that can provide for you and your loved ones.

Start by scheduling your complimentary meeting with us. Our team member will be in touch shortly to confirm your call.