Transparent Motives

R. W. Stanley Investment Planning provides competent, unbiased, conflict free financial planning to the average American. Located in Libertyville, IL, we have honed our expertise for 20 years, and have provided Certified Financial Planning locally for the last 5 years. We work directly for you, the valued client, on an hourly, as-needed basis. We allow no middle man or big corporation influence – we don't sell high margin products to increase someone else’s bottom line. In fact, R.W. Stanley Investment Planning sells no investment products and takes no assets under management. Your best interests are first, the way it should be, period.

It's Personal

R.W. Stanley Investment Planning was born of it's founders personal journey. Bob Stanley had a few questions about his financial future, and in his quest for knowledge realized that “competent, unbiased financial planning and investment advice is very hard to find. He discovered that most advisors have high investment minimums or, even worst, are just salesman operating under the guise of financial advisor. After extensive research and commitment, he created R.W. Stanley Investment Planning, providing the services he once sought.

The Results

• Objective Advice – The only compensation we receive is directly from you, our valued client. Commission based brokers/dealers and corporate employed advisors are paid based on product sales. The more company product or service they sell the more they make – this clearly represents a significant conflict of interest. Our advice is based solely on what's best for you.
• Independent Advice – Since we collect no commissions our investment universe is not limited by, or to, any single product, company or service. The plan we create for you is based solely on your needs; we receive no additional compensation based on where, when or how you implement it. We receive no third-party compensation.
• Fiduciary, a Special Relationship – Bob Stanley is a Chartered Financial Consultant, ChFC, and a CERTIFIED FINANCIAL PLANNER™, CFP® practitioner. As a fiduciary, R.W. Stanley Investment Planning is bound to place the clients best interest above that of the firm. As a Fee-Only firm, we receive no third party payments or fees, this simple fact aligns our interests with yours and removes financial conflicts of interest.
• Cost Effective – How much are you paying to invest your money? The hidden costs of broker/dealers and corporate planners is substantial. A properly designed, cost effective portfolio can substantially increase your future wealth. As an independent, objective, legally bound fiduciary, it is our job to deliver a plan which will do just that for you!