Churchill Wealth Management

Churchill Wealth Management is a financial planner in Morton, IL. The firm provides financial planning and wealth management services, including retirement planning, and works with retirees and pre-retirees, small business owners, working professionals, and women. Its team of advisors offers personalized financial advice for any stage of life. The firm holds a rating of 4.00.

The firm describes itself as independent, without sales targets or proprietary funds, and provides unbiased advice tailored to each client's needs. Its approach centers on listening to understand a client's situation and building a personalized financial roadmap aligned with their goals. The team is led by John Churchill, President and Financial Advisor, who brings over 30 years of experience in the financial services industry, holds a bachelor's degree from the University of Central Missouri, and maintains securities registrations including Series 6, 7, 26, and 63. Timothy Crump serves as Financial Advisor, and Jennifer Clemmons as Assistant. The firm's stated focus is serving clients and the community with integrity, and it works with both early investors and seasoned wealth-builders.

Churchill Wealth Management is located at 200 S First Ave in Morton. Memorial Plaza and Morton Village Hall are each about 0.1 miles away, and South Main Street, Prairie Creek, North Main Street, and Morton Water Works are all within roughly 0.2 miles.

The firm is known for a positive rating from the customers who have reviewed it.