John Dragstrem

CFP®

Coyle Financial Counsel, LLC

Financial Advisor

John Dragstrem

CFP®

Coyle Financial Counsel, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Dragstrem, CFP®

Fee-Only Financial Planner Serving the Entire Metro Chicago Area

John Dragstrem is a Wheaton, IL fee-only financial planner. Coyle Financial Counsel, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Dragstrem is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I love working with all types of families but I have a particular affinity for financial planning for families with special needs. Having an older brother who has Cerebral Palsy I have firsthand experience with the emotional and technical complexities associated with building an effective plan for families in this situation.

Coyle Financial Counsel is the forward thinking innovative team serving families with complex financial situations. We help our clients achieve clarity and confidence by leveraging our highly skilled staff and effective technology. We do this while maintaining a personal touch.

I have enjoyed my involvement with Hearts for Honduras and participated in five missions. The organization began its mission to help Hondurans in the village of Montanuela rebuild their lives following the devastation of Hurricane Mitch in 1998. This experience has helped me develop my collaborative skills in a culture much different than one I normally live.

John Dragstrem is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Why Coyle

Relationship, Leadership and Capability

With success comes complexity. You're looking for a trusted partner to help guide and advise you on keeping your financial house in order. The large, status quo financial institutions have lost their personal touch. You want an organization that is attuned to your needs with a focus of providing deep support to help you anticipate and adapt to ongoing changes.

Coyle has provided financial counsel to successful families since 1972. Our team of seasoned professionals focuses on providing you and your family with clarity, ongoing education and simple yet elegant solutions to support your ongoing wealth and legacy planning. Our mission is to help you build upon the foundation of your past success, support your objective of achieving continual growth, and facilitate your ability to embrace new opportunities.

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

Contact John Dragstrem

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Office Locations:

  • 316 W. Roosevelt Road
    Suite 100
    Wheaton, IL 60187
  • 2700 Patriot Blvd
    Suite 440
    Glenview, IL 60026

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