KB Elliott

KB Elliott is a financial planner in Peoria, Illinois, serving individuals and families with personalized financial planning and investment management. The firm specializes in retirement planning, estate planning, tax planning, 401(k) and 403(b) planning, college planning, and insurance solutions including life, disability income, and long-term-care insurance. With a client-focused approach, KB Elliott emphasizes independence, transparency, and long-term relationships, helping clients navigate life’s financial milestones such as career beginnings, marriage, family growth, business ownership, and retirement. The firm serves clients across Peoria, Springfield, and Princeton, Illinois, and maintains a 5.00 rating based on client feedback.

Founded in 2009, KB Elliott Financial Advisors is a privately owned firm of independent financial advisors committed to understanding each client’s unique goals and aspirations. The firm takes a comprehensive, wide-angle approach to financial planning, treating clients not as numbers but as partners. Services are centered on client needs rather than product sales or commission-based portfolios, with a focus on building sustainable financial strategies. The team includes experienced advisors such as Mick Aten, Bill King, Steve Bouslog, Bob Miller, Dan Eichinger, Todd Reuber, Eric Hauser, Tom Armstrong, Erin Arnett, Ian Legner, and Steve Schertel, supported by executive assistant Nick McClellan.

The Peoria office is located on SW Washington Street, situated about a tenth of a mile from the Bob Michel Bridge and Southwest Adams Street. It is also near the Illinois Environmental Protection Agency Peoria Office and the Contemporary Art Center of Peoria, with the public artwork Portal located just 27 meters away.

KB Elliott is recognized for its thorough and well-documented business information available online, with a website that search engines read cleanly. The firm is known for its client-centric philosophy, long-standing service in the region, and a reputation built on trust, clarity, and personalized guidance. With a strong foundation in financial education and a commitment to transparency, KB Elliott stands as a trusted advisor in Peoria’s financial services landscape.