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Financial Planning & Tax Expertise, Working Together.

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Financial Planning & Tax Expertise, Working Together.

Start A Conversation

Financial Planning & Tax Expertise, Working Together.

Start A Conversation

Financial Planning & Tax Expertise, Working Together.

Start A Conversation
Rooted in Central Illinois. Focused on You.

Rooted in Central Illinois. Focused on You.

Serving Chatham, Springfield, and surrounding communities, our team brings financial, tax, and accounting professionals into the same conversation.

Your relationship starts with an advisor who understands your priorities, backed by people who can help with account needs and follow-through.

**Tax and accounting services are not affiliated with or endorsed by LPL Financial. LPL Financial does not offer tax/legal advice or services. Coonrod & Associates P.C, Coonrod Aten Financial Group and LPL Financial are separate entities.

About Coonrod AtenA Partnership Built on a Shared Vision.

About Coonrod Aten
A Partnership Built on a Shared Vision.

David Coonrod and Mick Aten brought their established practices together to form Coonrod Aten Financial Group in 2026. With offices in Chatham & Springfield, our advisors and service team help clients connect financial planning, retirement decisions and tax considerations.

We take time to understand your family, your work, and what you’re planning for. That understanding helps us connect the details, explain your options, and provide guidance as your needs change.

How We Help
Support for Your Family, Your Business, and Your Future.


Financial Planning & Wealth Management

Connect your investments, retirement income, family priorities and business interests in a financial plan shaped around your circumstances.

Explore Our Services

Tax & Accounting Resources

Our advisors can draw on expertise from the tax professionals at Coonrod & Associates, where clients benefit from tax preparation & accounting services.

Meet The Tax Team

How We Work With You
A Guided, Step-By-Step Process Tailored To Your Goals

1. Evaluate
Understand Your Priorities

We learn about your goals, responsibilities and the questions that brought you to us.

2. Personalize
Build a Plan That Fits

We develop recommendations around your goals, tax considerations, and circumstances.

3.Guide
Stay on Track as Life Evolves

We help put your plan into action and revisit it as your life and needs change.

Let's Talk About The Decisions Ahead

Whether you are preparing for retirement, running a business or responding to a change in your family, we would welcome the opportunity to understand your situation.

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Estate Strategy

We work alongside you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about. box-empty

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. We'll help you evaluate the right type and amount for your needs. box-empty

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. We offer strategies designed to address the complexity that comes with significant assets. box-empty

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Extended Care Strategies

Healthcare costs can change quickly. We help you explore strategies for potential long-term care needs so they don't derail your other goals. box-empty

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Small Business Guidance

Owning a business adds layers to your financial picture. We help business owners align personal and professional financial strategies. box-empty

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Social Security Strategies

When and how you claim Social Security matters. We'll help you evaluate your options so you can make an informed decision. box-empty

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Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. We'll help you take a clear-eyed look at income, expenses, and opportunities. box-empty

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Education Strategies

Funding education is a priority for many families. We'll help you explore savings vehicles and strategies that fit within your broader financial plan. box-empty

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Charitable Giving

If giving back is part of your vision, we'll help you explore tax-smart approaches to charitable contributions that align with your values. box-empty

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. We can help coordinate strategies designed to support your loved one's future. box-empty

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Debt Management

Not all debt is equal. We'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty

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Financial Education

We believe informed clients make better decisions. Our team provides ongoing resources and conversations to help you stay confident in your financial direction. box-empty

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