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We're Invested in Your Legacy.

You deserve financial excellence, and a wealth management team who will help you build and maintain the legacy you've hoped for.

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Who We Are

John Graham & Associates, Inc. is a financial planning firm located in East Peoria, Illinois. We are dedicated to helping clients make sound decisions regarding their financial security and future. Financial planning is the bedrock upon which these important decisions can be made on a range of issues. Retirement planning, college expense planning, goal planning, risk management for the protection of loved ones, and a broad investment menu and services are available. As one of the leading financial planning firms in Central Illinois, it is our commitment to provide planning, advice, tools, and service to our clients in a timely and professional manner. We also believe in the value of education, as we hold numerous financial planning seminars throughout the year.

Meet Our Team

How We Help

Through John Graham & Associates, Inc.'s strategic alliances, you have access to cutting edge financial industry technology and research. This support is delivered by our knowledgeable and dedicated staff. We take the time to get to know you and your financial needs on a personal basis.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help you work with the appropriate professionals to create the right estate plan for your family's situation.

Investment

Our investment team can create a portfolio that's designed to fit your needs and objectives.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Lifestyle

Lifestyle matters. We can help you balance work and leisure and make smart choices for the future, so that you can get to where you want to be while still enjoying the journey.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Schedule an Appointment

What Sets Us Apart

The financial consultants at John Graham & Associates provide a high level of personalized one-on-one financial consulting service. Give us a call today to schedule your free consultation regarding your current financial situation.

See What Our Clients Have to Say

"I have worked with Mike Graham for 20+ years. I completely trust him with my investments. He has done very well for me over the years. He is very personable and friendly and takes a personal interest in me. He is always available for any questions. I have learned over the years the earlier you start investing, the better. I would highly recommend him!"

Janet B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Josh has earned our trust. He's honest, informing, evaluating, explaining why certain changes make sense as our needs & priorities change. Amanda is always available, patiently assisting with IRA withdrawals, answering questions, helping set up online communications, moving money from investments to bank accounts as needed, etc. Josh & Amanda visit us at our home! We've never had to drive to them!"

Linda P.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"I trust John Graham and Associates with our company's IRA administration implicitly. Mike Graham and Nik Adams anticipate our every need and deliver outstanding service. They handle my personal accounts, too. They deliver outstanding results with friendly, professional financial planning."

Dave L.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Working with Scott and the John Graham team has been fantastic. We have been working with them for over 5 years and they are always helpful, and go the extra mile in making us feel comfortable with our investment strategy."

Kevin F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Our company ventured into the 401K offering world about 10 years ago with the guidance of Nathan White and Midwestern Securities. We can't say enough about the impact of having a local presence and the personal nature by which Nathan and his team handle our account. This group is responsive, patient, knowledgeable and empathetic to employees that know very little about investing and to business owners that really needed their hands held."

David H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Eric truly takes the time to understand my needs and future goals. When I meet with him it is like I am meeting a friend."

Lynn H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

Frequently Asked Questions

What is the value of working with a financial advisor over doing it myself?

Working with a financial advisor provides a trusted relationship to help you navigate life’s financial complexities, maximize opportunities, minimize risks, and avoid costly mistakes.

What services does a financial advisor provide?

A financial advisor helps clients understand where they are today, define where they want to go, and create a roadmap to help achieve their goals while avoiding unnecessary risks and losses.

What are the expectations of a relationship with my financial advisor?

The expectation is a high-trust relationship built on transparency, confidentiality, respect, and communication. Your advisor should be responsive to your needs, and you should be responsive to their guidance and questions—because financial planning is a shared partnership with mutual responsibility.

What is the process of meeting with a financial advisor and how do I get started investing?

Getting started begins with scheduling a Zoom or in-person meeting with a John Graham and Associates financial advisor and coming prepared with financial documents, statements, and policies. During the first meeting, your advisor will conduct a confidential financial interview, ask questions, and outline any follow-up items for both sides. In the second meeting, the advisor will review your current financial position, discuss ways to help achieve your goals, explain costs, and determine together if the relationship is the right fit moving forward.

How much money do I need to have before I can meet with a financial advisor?

There is no minimum requirement. Financial planning looks different for everyone. Schedule a meeting and get started with the assessment process.

What makes John Graham & Associates different from other financial advisors in Peoria?

What sets John Graham & Associates apart is our focus on long-term relationships, local ownership and accessibility, experienced advisors with ongoing education and certifications, and a personalized approach that’s large enough to offer resources while still small enough to stay closely connected to our clients. We serve clients throughout Peoria, Tazewell, Woodford, Fulton, Schuyler, McDonough counties and beyond.

Call Us

(309) 699-6608

Address

300 East Washington Street, Suite 4

East Peoria, IL 61611