Walled Lake Planning & Wealth Management
45yrs
Top advisor by experience in Highland Park
21yrs
Joseph Ligaya has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Highland Park, Illinois. Joseph has been with Strategic Advisers since 2025; before that, Joseph spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 117 advisors with offices in Highland Park, and one of 109 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
Office1 Skokie Valley Road, Highland Park, IL 60035
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
Contact Joseph Adelbert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Joseph Adelbert. 1 Skokie Valley RoadHighland Park, IL 60035Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph Adelbert
Tailored to Joseph Adelbert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph Adelbert
How do I contact Joseph Adelbert?
Call Strategic Advisers at (617) 563-7000 and ask for Joseph Ligaya. Joseph Adelbert works from the Highland Park, IL office.
How long has Joseph Adelbert been a financial advisor?
Joseph Adelbert has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Joseph Adelbert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph Adelbert a fiduciary?
Joseph Adelbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph Adelbert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Joseph Adelbert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
44yrs
Top 1% by experience in Illinois
Mesirow Financial Investment Management
42yrs
Top 2% by experience in Illinois
Wells Fargo Advisors
42yrs
Top 2% by experience in Illinois
Mesirow Financial Investment Management
40yrs
Top 3% by experience in Illinois
Mesirow Financial Investment Management
40yrs
Top 4% by experience in Illinois