Skip to main content
Get Started Client Login
menu
exemplar
  • Home
  • The Exemplar Experience
    • Who We Are
    • What We Do
    • Who We Serve
    • Events
  • Your Team
    • Crystal Lake
    • Walworth
    • LPL
  • Leading By Example
    • Awards
    • Community
    • Blog
  • Contact
  • Join Exemplar

Who We Are

Get Started

Frequently Asked Questions

What makes Exemplar Financial Network different from other financial advisors?

Exemplar offers personalized wealth management with service that feels like family. We take the time to understand your goals and values, then build a clear Pathway to Success™ that adapts with you.

How do I get started with Exemplar Financial Network?

Our process begins with a no-pressure introductory conversation to understand your goals. From there, we define your objectives, calculate your personal rate of return, and create your custom plan.

What should I look for in a financial advisor?

Look for an advisor who puts your interests first, offers personalized planning, communicates clearly, and has the right credentials - such as a Certified Financial Analyst (CFA®), Accredited Investment Fiduciary® (AIF®), Retirement Income Certified Planner (RICP®), Certified Investment Management Analyst (CIMA®), Behavioral Financial Advisor (BFA®), or Certified Financial Planner (CFP®).

How do financial advisors get paid?

Advisors may charge fees based on assets under management (AUM), flat fees, hourly rates, or commissions. At Exemplar, we are transparent about how we’re compensated and how specifically that aligns with your goals.

Contact Us

Office: 815-459-4550
Toll-Free: 800-822-3642
Email: info@exemplarfn.com

   

 

Crystal Lake
413 East Terra Cotta Ave
Crystal Lake, IL 60014


Walworth
630 Kenosha St
Walworth, WI 53184

Get in Touch

© 2026 Exemplar. All rights reserved.