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ABOUT

Why Choose Us?

Affordable, accessible and independent are three words we use to describe our firm. We aren’t your typical financial advisor that is trying to “sell” you something.

We offer a free one hour get acquainted meeting. During this meeting we’ll come to understand your overall financial picture and learn what your goals and objectives are in seeking out our advice. By the end of this meeting, we’ll give you a quote on the number of hours it will take to complete the engagement and explain our financial planning process.

A.M. Stutts Financial Management believes that financial plans aren’t just for the wealthy. We believe that everyone should have a financial plan. Financial plans are unique to each individual and family and they don’t have to be complex or difficult to understand.

Our mission is to provide affordable and objective financial advice to individuals, families, couples, retirees and small business owners.

We believe financial planning is an ongoing process built on a relationship of trust. We want to help people achieve their goals and provide them with peace of mind knowing that someone is watching out for their best interests and helping guide them down the path to financial security. Our business is built on the idea of building long-term relationships with our clients.

We would like to be your trusted source for personal financial matters.

Fiduciary

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I take my fiduciary responsibility very seriously.

Fiduciary as defined by the CFP Board means, “one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.”

Federal and State law requires that Registered Investment Advisors be held to a Fiduciary Standard. By law, a Fiduciary will act solely in the best interest of the client. They must fully disclose any conflict, or potential conflict, to the client prior to and throughout the business engagement.

As a member of the Garrett Planning Network we have taken a fiduciary oath to always act in good faith and in the best interests of our clients.

We will adhere to our fiduciary duty of loyalty, honesty and good faith to act in the best interests of each of our clients. Our fiduciary duty compels all associates to act with the utmost integrity in all of our dealings.

Allison M. Stutts, CPA, CFP® Photo
EXPERIENCE AND EXPERTISE

Allison M. Stutts, CPA, CFP®

Allison M. Stutts is the founder of A.M. Stutts Financial Management, LLC, an hourly, fee only financial planning firm located in Lombard, Illinois. Over the last 20 years, Allison has held positions as Accountant, Financial Analyst and Financial Project Manager at Commonwealth Edison; Finance Manager at DuPage County; and Finance Director for the City of Park Ridge. While at Park Ridge, she was certified as the City’s Authorized Agent for the Illinois Municipal Retirement Fund (IMRF).

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As a former municipal employee, and IMRF authorized agent, Allison has extensive knowledge of the IMRF pension fund, and the options municipal employees have as members of this pension plan. Given her background and expertise, Allison is perfectly suited to provide retirement guidance and planning needs especially to clients who serve the community in roles such as municipal employees, police officers, firefighters, and teachers.

Allison is a Certified Financial Planner™ practitioner and a Certified Public Accountant (CPA), she holds a B.S. in Finance from DePaul University, and a Master’s Degree in Business Administration (MBA) from Keller Graduate School of Management. She also holds a Certificate in Financial Planning from DePaul University.

Allison’s solid background, expertise, and passion for personal finance helps individuals, retirees, couples and families build financial security.