Jeff Dvorak
CFP®, CPWA®
4D Financial Advisors, LLC
Principal
Jeff Dvorak
CFP®, CPWA®
4D Financial Advisors, LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeff Dvorak, CFP®, CPWA®
Fee Only Financial Planner Located in Naperville, IL and Serving Clients Nationwide
Jeff Dvorak is a Naperville, IL fee-only financial planner. 4D Financial Advisors, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Dvorak is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Dvorak advises clients of 4D on various topics related to wealth management and financial planning.
When I created 4D, my mission was to empower my clients through an effective education and communication style that would help them achieve success, no matter how they defined it. This industry is flooded with opinions from the media, difficult-to-understand jargon, and complex topics that were not intended for the masses to comprehend. My purpose is to help you navigate this chaos and feel comfortable making the important decisions you face throughout your life.
After graduating with a B.S. degree in finance from the University of Illinois at Urbana-Champaign, I went on to earn the Certified Financial Planner TM (CFP®) designation. I also obtained the Certified Private Wealth Advisor (CPWA®) certification, which armed me with a deeper understanding of many complex topics that my clients can instantly benefit from. I am a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA), and recently served on the Midwest Region Board of NAPFA and the Board of Trustees for the NAPFA Consumer Education Foundation. Before founding 4D Financial Advisors, I worked at two other financial advisory firms in the Midwest.
I was born and raised in the western suburbs of Chicago and currently reside in Glen Ellyn, Illinois, with my wife Kim, twin boys Justin and Jeremy, and daughter Rylie. In my free time I enjoy traveling, exercise of any kind, especially cycling, good bourbon, and spending time with friends and family.
Jeff Dvorak is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
4D IS AN INDEPENDENT, FEE-ONLY FINANCIAL ADVISORY FIRM
AT THE LEADING EDGE OF NEW THINKING AND INNOVATIVE
PRACTICE ON PERSONAL FINANCIAL PLANNING.
I founded 4D Financial Advisors with the goal of relieving one area of high stress for professionals who deal with the complexities of Corporate America each and every day. Planning for your own financial future should be a top priority; unfortunately, it takes a back seat as you deal with the top priorities of your job and business. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure and enjoyable financial future.
4D is an independent, fee-only, wealth management, financial planning, and registered investment advisory firm located in Naperville, IL.
I strive to help you understand the importance of planning for your future and help you take the appropriate actions to achieve your financial goals. 4D is founded on the belief that the client is at the heart of the relationship. Building a financial roadmap takes time and is an evolutionary process. I help you understand the alternatives and then select the appropriate action to guide you toward a secure financial future. It is essential that you question, probe, and evaluate your financial plan as it evolves. Our mutual objective is to create a trusted partnership and continually improve your financial situation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeff Dvorak is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff Dvorak is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeff Dvorak is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
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Jeff Dvorak Serves on the NAPFA Consumer Education Foundation (NCEF) Board of Trustees
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Jeff Dvorak is a Member of 'Chicago Fee Only', a group of fee-only financial advisors in the Chicago, IL area serving clients locally
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Jeff Dvorak is Quoted in The Omaha World-Herald: "What to know about finding a financial planner"
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Jeff Dvorak is quoted on FinancialAdvisorIQ: "The Benefits of Inspiring Clients to Spend"
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Jeff Dvorak is Quoted in Financial Planning Magazine: "When to Use Stop-Loss Strategies"
Contact Jeff Dvorak
Office Locations:
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1717 N. Naper Blvd
#205
Naperville, IL 60563
