Fiduciary advisors in Wisconsin

Amery, Wisconsin

Harvest Horizon Wealth Strategies is an investment advisory firm in Amery, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Appleton, Wisconsin

NorthRock Partners - Appleton is an investment advisory firm in Appleton, Wisconsin. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Appleton, Wisconsin

Watermark Financial Services Inc is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 44 Google reviews.

Appleton, Wisconsin

Endowment Wealth Management, Inc. is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Appleton, Wisconsin

Scott Scheer is a financial adviser based in Appleton, Wisconsin, offering financial planning with specialization in business succession planning, retirement planning, and legacy solutions for family-owned businesses. He holds multiple professional credentials including an MSFS, ChFC, CLU, CASL, CLTC, CEPA, and RICP designations, along with FINRA Series 6, 7, and 63 licenses through NYLIFE Securities. Scheer serves clients who are approaching retirement, successful business owners, entrepreneurs, and professionals seeking objective financial guidance aligned with personal and business objectives.

Appleton, Wisconsin

Taylor Bartels is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Appleton, Wisconsin

Wirehouse

Edward Jones - Financial Advisor: Stephanie Kobin, CFP®, AAMS™, AWMA™ is a wirehouse firm in Appleton, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Its advisors hold CFP credentials. The office is open five days a week.

Ashland, Wisconsin

Insurance-Based

Prudential Financial is an insurance-based firm in Ashland, Wisconsin. Services include Insurance Analysis and Investment Management. Service options include online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week.

Baraboo, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Baraboo, Wisconsin, offering financial planning, investment management, and wealth management services. The firm staffs Certified Financial Planners who work with clients on retirement planning, business owner strategies, tax-efficient investing, and comprehensive financial planning; they maintain an affiliation with MBE CPAs to coordinate tax and investment guidance. The practice serves individuals and business owners and emphasizes understanding each client's evolving priorities before designing a plan.

Baraboo, Wisconsin

Baus Wealth Management is an investment advisory firm in Baraboo, Wisconsin. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baraboo, Wisconsin

Insurance-Based

Firm Foundation Wealth & Retirement Solutions LLC, led by partner Darren Schwinefus in Baraboo, Wisconsin, offers financial planning and insurance analysis services with a focus on insurance planning. The firm employs a year-by-year strategic approach to address clients' planning needs while monitoring shifts in market conditions and interest rates.

Beaver Dam, Wisconsin

Synergy Bound Wealth Management, based in Beaver Dam, Wisconsin, offers investment management and wealth management services. The firm works with clients to develop personalized financial strategies aligned with individual circumstances and objectives, including portfolio construction and retirement planning. The firm emphasizes a relationship-based approach and maintains a 5-star rating on Google.

Berlin, Wisconsin

Thrivent Financial - David Shattuck is an investment advisory firm in Berlin, Wisconsin. Services include Estate Planning, Financial Planning, and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.

Boscobel, Wisconsin

Rosemeyer Management Group in Boscobel provides investment management, retirement planning, estate planning, and tax planning services to individual and business clients. The firm's advisors work with clients to align financial strategies with their personal goals, offering portfolio management, retirement income planning, and educational services. Staff members named in reviews include Payton, Kaley, Andrew, and others. The firm operates as a fiduciary and serves clients seeking consolidation, simplification, and professional guidance on retirement transitions and long-term financial organization.

Brandon, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Brandon, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Brookfield, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 31 Google reviews.

Brookfield, Wisconsin

East Valley Wealth & Retirement is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Brookfield, Wisconsin

Resilient Wealth Planning | Milwaukee Financial Advisor is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open three days a week. It holds a 5-star rating from 13 Google reviews.

Burlington, Wisconsin

Brandt Wealth Management of Raymond James is an investment advisory firm in Burlington, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Burlington, Wisconsin

1st Opulence Financial is an investment advisory firm in Burlington, Wisconsin. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Chetek, Wisconsin

TrueNorth Financial is a financial advisory firm in Chetek, Wisconsin, founded in 2024 by Jennifer Schmidt. The firm serves individuals, families, and small businesses, with particular focus on women and families seeking simplified financial planning. Services include financial strategy development and ongoing advisory support structured around understanding client goals, risk tolerance, and life circumstances. The firm emphasizes community involvement, personalized service, and long-term client relationships.

Crivitz, Wisconsin

Legacy Financial Solutions is a financial advisory firm in Crivitz, Wisconsin, founded in 2018 by Tim and Sandi Banaszak. The firm provides financial planning, retirement planning, investment management, tax planning, and estate planning services, with Sandi holding the credential of Certified Retirement Planning Counselor and an MBA. Their stated approach centers on personalized planning tailored to individual circumstances, holistic wealth management across multiple areas, ongoing monitoring and adjustments, and relationship-based advisory work that includes financial education and legacy planning strategies.

De Pere, Wisconsin

Merit Financial Advisors is an investment advisory firm in De Pere, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

De Pere, Wisconsin

Financial Freedom Cares, based in De Pere, Wisconsin, provides financial planning and retirement planning services with a focus on helping clients transition from working life into retirement. Founded by Dean Aerts, who holds RICP, IRMMA, and LUTCF designations along with Series 6 and Series 63 licenses, the firm emphasizes a client-centered approach that begins with understanding each client's situation and goals before developing a customized plan. The firm's process involves initial consultation, collaborative exploration of options, and ongoing periodic reviews to monitor plan progress, with an emphasis on client education and ensuring full client confidence in any recommended strategies.

Delafield, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Delafield, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Delafield, Wisconsin

Wealthspire is an investment advisory firm in Delafield, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Delafield, Wisconsin

Creative Planning is an investment advisory firm in Delafield, Wisconsin. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dodgeville, Wisconsin

Merit Financial Advisors is an investment advisory firm in Dodgeville, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Durand, Wisconsin

Numb3rs R Us is an investment advisory firm in Durand, Wisconsin. It holds a 5-star rating from 1 Google review.

Eagle River, Wisconsin

Patterson Investment & Retirement Solutions, based in Eagle River, Wisconsin, focuses on retirement planning and related financial services. The firm is led by Investment Advisor Representative Ron Patterson, who has worked in retirement and insurance planning for over 15 years, and Justen Schemmel, also an Investment Advisor Representative who joined the team in 2021. Both advisors assist clients with financial planning, retirement income planning, and estate planning services, supported by a long-tenured investment assistant with over 30 years of experience in the financial sector.

Eau Claire, Wisconsin

GILFI, LLC has operated in Eau Claire, Wisconsin since 1980, providing wealth building, preservation, and transfer strategies for individuals and small business owners. President Mark Gilbertson, who joined the firm in 1984, holds Series 7, 63, and 24 securities licenses along with insurance credentials. The firm offers portfolio management tools, financial planning resources, and educational content through its website to help clients evaluate their financial position and develop personalized strategies.

Eau Claire, Wisconsin

Integrated Wealth Partners is an independent financial advisory firm in Eau Claire, Wisconsin, offering financial planning and investment management with a focus on small business owners and professionals. The firm operates on a fee-based model and maintains fiduciary standards, with founder Justin Zoromski (AWMA®, CEPA®) and advisor Brandon Slowiak (APMA®, CFP®) leading the practice. The firm emphasizes evidence-based investment decisions informed by peer-reviewed research, transparent fee disclosure, and holistic planning that addresses taxes, insurance, legal documents, and broader financial goals across clients' entire financial situations.

Elkhorn, Wisconsin

OWG Financial Advisors is an investment advisory firm in Elkhorn, Wisconsin. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Elm Grove, Wisconsin

Windermere Wealth Advisors is an investment advisory firm in Elm Grove, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Elm Grove, Wisconsin

Vantage Financial Partners is an investment advisory firm in Elm Grove, Wisconsin. Services include Financial Planning, Investment Management, and Tax Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 40 Google reviews.

Fitchburg, Wisconsin

Independent RIA

Wealth Distribution Strategies, LLC is an independent ria firm in Fitchburg, Wisconsin. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Fontana-On-Geneva Lake, Wisconsin

Sharpe Wealth is a two-partner firm in Fontana-On-Geneva Lake, Wisconsin, founded by Dave and Quintin Sharpe with over 29 years of combined experience serving families, entrepreneurs, and business owners. The firm operates as a fiduciary and offers financial planning and wealth management services, supported by an institutional operations team. David Sharpe holds multiple professional credentials including CRPC, APMA, C(k)P, CRPS, CPFA, AAMS, and CLTC designations. The practice emphasizes personalized client relationships, transparent communication, and comprehensive planning that integrates investments, taxes, protection, and legacy considerations.

Fort Atkinson, Wisconsin

Independent RIA

Brockmann Financial Services is an independent registered investment advisory firm based in Fort Atkinson, Wisconsin, operating since 1990. The firm offers financial planning and insurance analysis services to clients in southern Wisconsin and beyond, with a team that includes a CFP (Kevin Giammalva), a Wealth Management Certified Professional (Jim Allan), and advisors holding FINRA Series registrations. The firm structures its approach around client education and planning aligned with individual circumstances and risk tolerance, incorporating biblical stewardship principles into its advisory philosophy.

Fort Atkinson, Wisconsin

Financial Impact Advisors is an investment advisory firm in Fort Atkinson, Wisconsin. It acts as a fiduciary. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 43 Google reviews.

Germantown, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Germantown, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Green Bay, Wisconsin

TMS Financial is a Green Bay-based firm offering wealth management, tax preparation and planning, small business accounting, and life and Medicare insurance services across northeastern Wisconsin and the Duluth-Superior area. The firm states it emphasizes a client-focused approach centered on personal goals rather than commission-based product sales, involving clients throughout a multi-faceted planning process.

Green Bay, Wisconsin

Duck Creek Financial Planning is an independent financial services firm serving individuals, families, and business owners in Northeast Wisconsin. The firm emphasizes tax-focused planning and holistic strategy design, working with clients across life stages including pre-retirees, retirees, and business owners. Duck Creek partners with Cetera Advisor Networks to access resources for comprehensive planning, including portfolio analysis, estate planning, and investment solutions customized to client circumstances.

Green Bay, Wisconsin

Heck Capital Advisors is an independent registered investment advisory firm based in Green Bay, Wisconsin, serving individuals, families, institutions, corporations, endowments, and foundations for over six decades. The firm provides investment management, financial planning, and advisory services through a team of credentialed professionals including CFPs, CFAs, and CPAs, with no affiliation to banks, brokerages, or mutual fund companies. Clients receive regular monitoring through monthly updates and quarterly reports, along with personalized wealth advisory and institutional services. The firm operates on a fee structure and maintains fiduciary obligations to its clients.

Green Bay, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Green Bay, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Green Bay, Wisconsin

Lake Edge Wealth Advisors is a Raymond James–affiliated firm in Green Bay, Wisconsin, providing financial planning and investment management services to individuals, families, and those approaching or in retirement. The firm offers retirement planning, active investment portfolio management, tax planning, estate planning, and charitable giving guidance, with an stated emphasis on biblically responsible investing options. The team conducts periodic investment reviews aligned with client risk tolerance and serves clients seeking straightforward, personalized financial guidance.

Green Bay, Wisconsin

Copper Harbor Investment Advisors is an independent, employee-owned firm in Green Bay, Wisconsin that provides wealth management, financial planning, and institutional investment services. The firm manages over $665 million in assets for approximately 228 clients across 21 states and employs a collaborative, boutique approach to understand each client's complete financial situation before developing customized strategies. The team has over 100 years of combined experience and personally vets external professionals such as CPAs and attorneys to coordinate clients' broader financial networks. As an independent advisor, the firm has the flexibility to select from open architecture investment options and focus recommendations on client interests rather than proprietary products.

Green Bay, Wisconsin

CliftonLarsonAllen Wealth Advisors, an SEC-registered investment advisor based in Green Bay, offers financial planning, investment management, and tax planning services through a team of CPAs, CFP® practitioners, and CFAs. The firm serves business owners, family offices, individuals, and institutional clients, providing coordinated wealth advisory services that integrate tax, investment, and estate planning considerations. Clients access account information and portfolio reports through a secure online dashboard and benefit from the firm's resources across its broader professional network.

Green Bay, Wisconsin

JL3 Financial, founded in 2018 and based in Green Bay, Wisconsin, offers estate planning, financial planning, insurance analysis, and retirement planning services with specializations in wealth management and investment management. The firm is led by John Locke III, a CFP® and CLU® professional with over 16 years of experience, supported by a team that includes financial representatives. The firm employs a systematic planning process—termed the Dream Team Experience—that begins with understanding a client's circumstances and goals, then develops and implements a customized financial strategy with ongoing monitoring and adjustments.

Hartford, Wisconsin

Forte Financial Advisors is a Hartford, Wisconsin–based firm offering retirement planning and investment management services. The firm provides financial calculators, research resources, and newsletter content to help clients assess their financial situation, and can be reached by email or phone for personalized guidance.

Hayward, Wisconsin

Franson Financial LLC is a Wisconsin-registered investment advisor founded in summer 2022 by Caleb Franson (MBA) and Isaac Franson (pursuing CFP certification). The firm offers financial planning, investment management, and retirement planning services, with particular focus on helping clients understand and manage employer-sponsored retirement plans. Based in Hayward, Wisconsin, the firm serves clients seeking advisory services in the state and other permitted jurisdictions.

Hudson, Wisconsin

Lifetime Wealth Advisors, founded in 2015 and based in Hudson, Wisconsin, provides retirement planning and wealth management services to individuals and small business owners in the Twin Cities and nationwide. The firm, led by founder Brad Palmersheim and CFP Harrison Falteisek, uses a structured planning process called the Lifetime Map to coordinate retirement income sources, investments, and tax strategies while stress-testing plans against market scenarios. Services include retirement income planning, Social Security analysis, investment management, and ongoing strategy adjustments as life circumstances change.

Janesville, Wisconsin

Three Pillars Wealth Management is an investment advisory firm in Janesville, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Janesville, Wisconsin

Wirehouse

Terrapin Wealth Management, operating under the Wells Fargo Advisors Financial Network in Janesville, Wisconsin, provides financial planning and investment management services to clients. The firm structures its advisory relationships around personalized financial strategies and ongoing client relationships.

Janesville, Wisconsin

Alt Tax & Financial Services in Janesville, Wisconsin offers tax planning, retirement and investment strategy guidance, estate planning, and risk management services. The firm, founded in 1975 by Dennis Alt, includes enrolled agents and tax advisors affiliated with Avantax who address topics ranging from early retirement feasibility and college savings to life insurance and estate conservation. The team emphasizes a collaborative approach tailored to individual client circumstances and has served clients with similar financial planning concerns.

Kronenwetter, Wisconsin

Elite Retirement Group is a Kronenwetter, Wisconsin-based firm offering financial planning and tax planning services with a focus on retirement planning. The firm's team includes advisors with Series 65 and Series 66 registrations, insurance licenses, and specialized designations such as Certified Long-Term Care (CLTC®) and Retirement Income Certified Professional (RICP®). Founded in 2002, the firm serves clients in central Wisconsin and operates with a staff that includes financial advisors, operations managers, and administrative professionals.

La Crosse, Wisconsin

Schumacher Langston is a financial advisory firm in La Crosse, Wisconsin offering investment, retirement, estate, insurance, business, and college education planning services. The firm works through a structured planning process to establish client goals and develop customized strategies, utilizing products including mutual funds, IRAs, annuities, life insurance, and 529 college savings plans. Services span retirement income strategies, pension analysis, wealth transfer planning, asset protection, and business succession planning.

Lake Geneva, Wisconsin

Tranel Financial Group provides financial planning and investment management services to clients in Wisconsin, including the Lake Geneva area. The firm offers retirement income strategies, tax-efficient investment planning, healthcare and long-term care guidance, estate planning, and charitable giving integration, with particular attention to Wisconsin tax laws and local retirement considerations. Advisors at the firm hold Certified Financial Planner™ credentials and work collaboratively with clients to develop personalized financial plans aligned with individual goals and circumstances.

Madison, Wisconsin

Atlas Wealth Advisers is an independent financial advisory firm based in Madison, Wisconsin, with a team of five owners and several associate advisers and support staff. The firm serves individuals and families on matters including debt management, college savings, and retirement planning, and operates without proprietary products or sales quotas. The practice includes credentialed advisers with combined experience spanning decades, supported by paraplanners and an insurance benefits specialist.

Madison, Wisconsin

Jay Haselwander, RICP® - Summit Financial Advisors is an investment advisory firm in Madison, Wisconsin. The firm specializes in Retirement Planning and Investment Management. Its advisors hold RICP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Madison, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Madison, Wisconsin. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Madison, Wisconsin

Fee-Only Independent RIA

Lindenwood Financial LLC is an independent, fee-only fiduciary firm in Madison, Wisconsin, serving high-achieving individuals and couples, as well as those planning retirement or work-optional lifestyles. The firm provides financial planning, investment management, retirement planning, tax planning, education planning, estate planning, and risk management services, led by a CFP® professional with a Master of Science in Personal Financial Planning. Operating under a fiduciary model with no product sales or commissions, the firm combines personalized guidance with industry-leading technology and tools, available through in-person meetings in downtown Madison or virtual consultations.

Madison, Wisconsin

Madison Partners is a financial advisory firm that provides investment management and retirement planning services through a virtual-first model, enabling clients to connect with CFP® professionals remotely. The firm offers custom financial plans along with a mobile app for account access, goal tracking, and secure communication with advisors. Madison Partners serves clients nationwide and emphasizes accessibility and modern technology in its service delivery approach.

Madison, Wisconsin

Madison Partners is an investment advisory firm in Madison, Wisconsin. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Madison, Wisconsin

Legacy Wealth Advisors is a Madison-based firm offering wealth management, tax planning and preparation, retirement planning, and estate plan review services. The firm's partners—Taylor Robson (CFP, Enrolled Agent) and James Tarp (Enrolled Agent, MBA)—work with clients to develop integrated financial and tax strategies, collaborating with outside legal counsel on estate matters. The practice specializes in estate planning and has received a 5-star rating on Google.

Madison, Wisconsin

Walkner Condon Financial Advisors is a fee-only fiduciary firm in Madison, Wisconsin offering financial planning and investment management with a minimum of $1 million in investable assets. The firm specializes in retirement planning (including Social Security strategy and tax-efficient income), employee stock option management, concentrated stock positions, Roth conversions, estate planning review, charitable giving strategies, and state employee benefits planning. Investment services include value-based investing, direct indexing, tax-managed accounts, and ESG or values-aligned portfolios. The firm operates on an Assets Under Management fee model and uses a client-centered process that begins with a complimentary initial meeting.

Madison, Wisconsin

Wisconsin Wealth Advisors, LLC is a financial advisory firm based in Madison that works with clients across different life stages to develop personalized financial plans. The firm's planning process includes assessment of current finances, goal-setting around lifestyle and retirement, organization of investments and records, estate plan review, insurance evaluation, and establishment or review of a comprehensive financial plan.

Madison, Wisconsin

Wealthspire is an investment advisory firm in Madison, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Madison, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Madison, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.4-star rating from 9 Google reviews.

Manitowoc, Wisconsin

Merit Financial Advisors is an investment advisory firm in Manitowoc, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Marinette, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Marinette, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Marshfield, Wisconsin

First State Wealth Management is a financial advisory firm in Marshfield, Wisconsin offering financial planning and investment management services. The firm works with clients to develop investment plans addressing goals such as retirement, education funding, wealth protection, and legacy planning. Advisors guide clients through various financial planning topics via educational resources covering money management, retirement, and insurance considerations.

Mequon, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Mequon, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Middleton, Wisconsin

Apex Fiduciary Advisors is an investment advisory firm in Middleton, Wisconsin. It acts as a fiduciary. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Middleton, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Middleton, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 4.6-star rating from 47 Google reviews.

Middleton, Wisconsin

Beacon Pointe Advisors is an investment advisory firm in Middleton, Wisconsin. The office has a wheelchair-accessible entrance. The office is open daily.

Middleton, Wisconsin

Jacobson & Schmitt Advisors, LLC is an investment advisory firm in Middleton, Wisconsin. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Milwaukee, Wisconsin

UMB Private Wealth Management Center is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Milwaukee, Wisconsin

Silvercrest Asset Management Group is a Milwaukee-based firm providing asset management and financial advisory services to individuals, families, institutional investors, endowments, and foundations. The firm offers insurance analysis and insurance planning alongside portfolio construction, concentrated stock diversification, business succession planning, estate and tax planning, and outsourced chief investment officer services. It manages small-cap through large-cap value and growth equity strategies, as well as international value portfolios. Silvercrest serves clients with significant financial assets and has operated since its founding as an independent investment advisory firm.

Milwaukee, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Milwaukee, Wisconsin

Fee-Based Independent RIA

Milborn Advisors is an independent, fee-based financial planning and investment management firm in Milwaukee founded by Mark Hoffman and Drew Ashland. The firm serves retired individuals, professionals, and small business owners, with particular focus on retirement planning and small business matters. Operating as fiduciaries, the firm emphasizes a no-pressure advisory approach and coordinates with professionals such as estate planning attorneys and accountants to address clients' comprehensive financial needs across different life stages.

Milwaukee, Wisconsin

Wealthspire is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Milwaukee, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Milwaukee, Wisconsin

The Naleid McGuire Group, operating under Baird in Milwaukee, is a wealth management practice led by Bill, a Senior Vice President with over 40 years at the firm, alongside three advisors—Patrick, Tom (CFP®), and Matthew—bringing combined expertise in retirement planning, investment management, and insurance solutions for families and business owners. The group employs a process-driven approach to understand client objectives and deliver personalized advice, with a focus on lifetime income planning and asset preservation.

Milwaukee, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Milwaukee, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.2-star rating from 21 Google reviews.

Mondovi, Wisconsin

Ali Rud Financial Services, LLC, based in Mondovi, Wisconsin, provides financial planning and insurance analysis services. The firm offers retirement planning guidance across various life stages, including IRA setup and rollover assistance, and conducts complimentary initial consultations to understand clients' circumstances and objectives. The firm operates on a no-fee basis and conducts periodic follow-up meetings to monitor progress toward stated goals.

Monona, Wisconsin

Bank-Affiliated

Lake Ridge Financial is a bank-affiliated financial services firm based in Monona, Wisconsin, serving Dane, Rock, and Sauk County. The firm offers investing, retirement planning, insurance, and estate planning services through LPL Financial, with a team-based approach to address retirement strategies, estate conservation, risk management, and college savings questions. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer.

New Berlin, Wisconsin

Du Charme Wealth Management is an investment advisory firm in New Berlin, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

New Berlin, Wisconsin

Keil Financial Partners is an SEC-registered investment adviser based in New Berlin, Wisconsin, serving clients nationwide who are approaching or in retirement. The firm offers retirement planning, investment management, and Christian financial planning services, with particular expertise in Social Security optimization, pension strategies, and tax planning for retirement income. The firm's advisers hold the CFP® designation and work with clients who have accumulated $500,000 or more, including engineers, scientists, and corporate directors. The firm employs a five-step retirement income planning process and provides financial education through its blog, guidebooks, and podcast.

New Holstein, Wisconsin

Bradley Ruh, Owner - Action Financial Strategies, LLC is an investment advisory firm in New Holstein, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

New London, Wisconsin

Thrivent Financial's Badgerland Group in New London, Wisconsin, led by Travis Kloehn, Jesse Fenske, and Jennifer Gardner, offers insurance analysis and dedicated planning services. The firm provides initial consultations at no cost to discuss financial goals, current situation, and progress steps, with the option to engage in fee-based personalized financial planning. Financial advisors at the firm are registered representatives providing guidance on financial positioning and strategy development, though clients are directed to separate legal and tax professionals for those services.

Oconomowoc, Wisconsin

La Belle Vue Wealth Management & Partners, based in Oconomowoc, Wisconsin, offers financial planning and investment management services. The firm conducts full balance sheet analysis and addresses multiple aspects of clients' financial situations, operating under fiduciary standards and emphasizing clear communication about recommendations. The firm prioritizes ongoing professional development to remain current with tax law and planning strategies.

Onalaska, Wisconsin

Financialoscopy Inc, based in Onalaska, Wisconsin, is an independent financial advisory firm founded by Mark Bertrang (ChFC, CLU) and Nathan Becker, both holding relevant securities registrations and insurance licenses. The firm offers financial planning and advisory services using a proprietary process called Financialoscopy®, emphasizing individualized engagement and life-stage planning. The team includes administrative and media support staff and serves clients seeking guidance through financial decisions and life transitions.

Onalaska, Wisconsin

Integrated Wealth Management, founded by Cody Rickaway, provides investment management and wealth management services to individuals, families, institutions, and nonprofits from its Onalaska, Wisconsin headquarters. The firm operates on a fee-based and commission-based model using an assets-under-management fee structure, and Rickaway holds credentials including CFP®, CIMA®, RICP®, and AIF®. The firm employs a four-step planning process emphasizing comprehensive assessment, risk management, and ongoing monitoring, and serves clients nationwide.

Oshkosh, Wisconsin

Core Financial Consultants LLC is a financial advisory firm based in Oshkosh, Wisconsin that works with clients to identify financial objectives and develop written plans to pursue them. The firm's planning process involves identifying obstacles, selecting appropriate financial products and services, establishing timelines, and implementing a system for ongoing review as circumstances change. Services include cash flow analysis, retirement planning, education funding strategies, and discussions around major purchases and long-term savings goals.

Oshkosh, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Oshkosh, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 14 Google reviews.

Oshkosh, Wisconsin

CliftonLarsonAllen Wealth Advisors, an SEC-registered investment advisor, provides financial planning, investment management, and tax planning services to business owners, family offices, individuals, and institutional clients from its Oshkosh location. The firm employs CPAs, CFP® practitioners, and CFAs to deliver coordinated advisory services supported by client portals and access to alternative investment opportunities. CLA integrates tax strategy with investment decisions and estate planning guidance, drawing on resources across the larger firm's professional network.

Oshkosh, Wisconsin

Valley Wealth Management is an investment advisory firm in Oshkosh, Wisconsin. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pewaukee, Wisconsin

Poker Financial Group, based in Pewaukee, Wisconsin, provides financial planning, investment management, and insurance analysis services. Led by founder and CEO Zach Poker alongside financial planner Howard Riemann, the firm works with clients through a discovery-driven process that includes strategy development, implementation guidance, ongoing monitoring, and client education. The firm holds securities licenses in Arizona, California, Nebraska, New York, and Wisconsin, and insurance licenses across a broader set of states including Arizona, Florida, Illinois, Indiana, Michigan, Nebraska, New York, Pennsylvania, Tennessee, Texas, and Wisconsin.

Pewaukee, Wisconsin

FiduciaOne is a fee-based fiduciary advisory firm in Pewaukee, Wisconsin, registered in Wisconsin and California. Led by Jennifer Hipkiss (CFP®, EA, MSFP), the firm offers investment management, tax planning and strategy, comprehensive financial planning, retirement planning, estate planning, and business owner solutions, serving professionals, couples, and small business owners. The firm employs a holistic, life-stage-based planning approach that integrates tax optimization with wealth management and conducts regular strategy reviews; it operates independently without proprietary products and is affiliated with Charles Schwab for custodial services.

Pewaukee, Wisconsin

LaSalle Investment Advisors is a Pewaukee-based firm founded in 1984 that provides financial planning and investment management services, including individually managed stock portfolios (20+ stocks per client), ETFs, bonds, and various retirement and education accounts. The firm operates on a fee-based fiduciary model and employs a fundamentals-driven investment approach with quarterly oversight by its investment committee. Led by principals John Fitzgerald and John Maresh, the firm serves clients through customized portfolio construction, strategic diversification across U.S. and international markets, and services spanning 401(k)s, IRAs, 529 plans, and trust accounts.

Phillips, Wisconsin

Highland Money Management is an investment advisory firm in Phillips, Wisconsin. The office has a wheelchair-accessible entrance.

Phillips, Wisconsin

Forward Investment Services is an investment advisory firm in Phillips, Wisconsin. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2-star rating from 1 Google review.

Platteville, Wisconsin

Tim Zauche - Thrivent is an investment advisory firm in Platteville, Wisconsin. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Platteville, Wisconsin

Lisle Financial Group, LLC is an investment advisory firm in Platteville, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Plymouth, Wisconsin

Riverstone Wealth Management is a Plymouth-based firm offering investment management and wealth management services, with 25 years in business. The firm takes a consultative approach to financial planning and coordinates with clients' existing professional advisors. Adam Mason is listed as an owner and financial professional at the firm.

Portage, Wisconsin

Lotus Advisors is a financial advisory practice based in Portage, Wisconsin, serving clients throughout central Wisconsin including the Madison, Wisconsin Dells, and Wausau areas. The firm offers investment planning with mutual funds and annuities, retirement account strategies including IRAs and employer plan education, college savings plans, and insurance products covering life insurance, long-term care, and Medicare supplements. The practice operates on a referral basis and works with clients across various life stages, from those beginning to invest through those planning retirement.

Racine, Wisconsin

MGA Wealth Management, based in Racine, Wisconsin, offers investment management and wealth planning services centered on a proprietary three-phase process called the MGA Model. The firm works with clients seeking financial independence and life milestone planning, incorporating financial planning, risk assessment, legacy planning, and connections to health and wellness resources through an in-house life coach. The firm coordinates with other professionals as needed and emphasizes ongoing relationship management with regular portfolio reviews and updates.

Racine, Wisconsin

Raymond James & Associates is an investment advisory firm in Racine, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Reedsburg, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Reedsburg, Wisconsin, offering financial planning, investment management, and wealth management services. The firm employs Certified Financial Planners and serves clients across retirement planning, business owner transitions, and tax strategy—leveraging an affiliation with an accounting firm to integrate tax considerations into wealth planning. The team utilizes planning software and portfolio management tools to develop personalized strategies aligned with clients' evolving financial goals.

River Falls, Wisconsin

Credent Wealth Management - River Falls is an investment advisory firm in River Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Salem Lakes, Wisconsin

Serenity Wealth Management, based in Salem Lakes, Wisconsin, is led by Sean O'Connor (MBA, CFP) and provides financial planning and investment management services as a fiduciary firm. The practice works with certified financial planners on staff and coordinates with CPAs and attorneys for clients requiring tax and estate planning services. The firm employs a goal-based planning process that begins by identifying and prioritizing client objectives before structuring investments, and serves clients across multiple life stages from early career through retirement and wealth accumulation. Serenity has been recognized by AdvisorHub as a top RIA to watch for three consecutive years.

Sauk City, Wisconsin

Sun Step Financial, LLC is a financial advisory firm based in Sauk City, Wisconsin that provides personalized financial planning and portfolio management services to clients across various wealth levels, including high-net-worth and ultra-high-net-worth individuals. The firm offers services in retirement strategies, Social Security planning, investment portfolio management, extended-care planning, small business owner guidance, cash flow analysis, and charitable giving and legacy planning. Sun Step Financial operates through a collaborative team approach and emphasizes client-centered service with educational support throughout the planning and implementation process.

Shawano, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Shawano, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Sheboygan, Wisconsin

H.C. Denison Co, founded in 1928 in Sheboygan, Wisconsin, offers financial planning and investment management services. The firm is led by James Testwuide as President, with his father Konrad serving as Chairman, and represents the third generation of family leadership dedicated to conservative wealth management. The firm's advisors hold relevant credentials including CFP® certification, and the company serves clients throughout Wisconsin with a focus on multigenerational wealth preservation and transfer.

Sheboygan, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sheboygan, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sheboygan, Wisconsin

Wisconsin Advisors is an independent wealth advisory firm in Sheboygan offering financial planning, investment management, retirement income planning, tax management coordination, estate conservation, insurance and annuity evaluation, and guidance through life transitions. The firm's three advisors—Keith Hendricks, Teresa McAlpine, and Riley Ege—work through a step-by-step planning process that integrates goals, values, and all aspects of a client's financial situation. Services span comprehensive financial planning, tax efficiency strategies, disciplined portfolio construction, Social Security optimization, legacy planning, and support during major life changes such as divorce or career transitions.

Sheboygan, Wisconsin

Vesta CPAs | Sheboygan is an investment advisory firm in Sheboygan, Wisconsin. Services include Financial Planning and Tax Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Sheboygan Falls, Wisconsin

Merit Financial Advisors is an investment advisory firm in Sheboygan Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 10 Google reviews.

Stevens Point, Wisconsin

Voyage Financial Advisors is an investment advisory firm in Stevens Point, Wisconsin. Services include Estate Planning and Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Stevens Point, Wisconsin

Terry Schott - Thrivent is an investment advisory firm in Stevens Point, Wisconsin. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sturgeon Bay, Wisconsin

Lake Edge Wealth Advisors is a Raymond James-affiliated firm in Sturgeon Bay, Wisconsin, offering financial planning and investment management to individuals, families, pre-retirees, and retirees. The firm provides retirement planning, active portfolio management with scheduled reviews, tax planning strategies, estate planning coordination, and biblically responsible investing options. Their approach emphasizes personalized strategies aligned with client goals and risk tolerance, with investment reviews conducted at client-selected intervals.

Sun Prairie, Wisconsin

Wisconsin Wealth Advisors, LLC is a financial advisory firm based in Sun Prairie, Wisconsin that works with clients across different life stages to develop personalized financial plans. The firm conducts an initial review of clients' financial situations, goals, and records, and addresses planning topics including retirement objectives, estate planning, insurance evaluation, and investment strategy. Services involve organizing financial information, establishing or updating financial plans, and aligning investment approaches with individual circumstances and lifestyle preferences.

Sun Prairie, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Sun Prairie, Wisconsin, offering financial planning, investment management, and wealth management services. The firm serves individuals and business owners, with particular expertise in retirement planning, business succession planning, and tax-integrated strategy through an affiliation with MBE CPAs. The team includes Certified Financial Planners who use planning software and work with clients to develop personalized strategies addressing their evolving financial needs.

Tomah, Wisconsin

Independent RIA

MBE Wealth is an independent ria firm in Tomah, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Twin Lakes, Wisconsin

Griggs & Griggs is an investment advisory firm in Twin Lakes, Wisconsin. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 4 Google reviews.

Verona, Wisconsin

Summit Financial Advisors, based in Verona, Wisconsin, provides financial planning and investment management services to clients locally and nationally via virtual meetings. The firm operates on a fiduciary basis, offering flat-fee financial planning with no account minimums and investment management at a percentage of assets under advisement. Alex Herr, the lead advisor, holds an MS in Personal Financial Planning and a ChFC® designation, with nearly a decade of industry experience; the practice specializes in retirement planning, investment strategy built on long-term evidence-based approaches, and comprehensive planning across six areas including estate planning, tax planning, and insurance analysis.

Verona, Wisconsin

Bank-Affiliated

Lake Ridge Financial is a bank-affiliated financial services firm based in Verona, Wisconsin, serving Dane, Rock, and Sauk County. The firm offers financial planning, estate planning, retirement planning, and insurance services through LPL Financial, with a team approach to address investing strategies, retirement distribution, estate conservation, and risk management. Its professionals work with clients on retirement readiness, college savings, estate strategy, and life insurance coverage. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer.

Verona, Wisconsin

Walkner Condon Financial Advisors is a fee-only fiduciary firm in Verona, Wisconsin that provides financial planning and investment management with a focus on retirement planning, tax efficiency, and education funding. The firm charges advisory fees based on assets under management on a tiered schedule, requires a $1 million investable asset minimum, and offers an initial complimentary consultation. Services span retirement income strategies, concentrated stock management, employee equity compensation, estate planning review, charitable giving optimization, and specialized planning for state employees, with options for values-aligned or ESG-screened portfolios.

Waukesha, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Waukesha, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wausau, Wisconsin

Madison Partners is a financial advisory firm based in Wausau, Wisconsin that offers investment management and retirement planning services through a virtual-first model. The firm employs CFP® professionals and provides custom financial plans delivered via digital platforms, allowing clients to meet with advisors remotely and access accounts through a mobile app. The company uses custodians among major industry providers and serves clients across the United States.

Wausau, Wisconsin

Insurance-Based

Northwestern Mutual Wausau is an insurance-based firm in Wausau, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Wausau, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Wausau, Wisconsin, offering financial planning, investment management, and wealth management services. The firm's advisers hold CFP certifications and serve clients across retirement planning, business owner transitions, and tax-coordinated strategies, leveraging an affiliation with MBE CPAs for integrated tax planning. The firm uses planning software from eMoney, Right Capital, Stratify, and Charles Schwab to develop individualized financial plans.

Wausau, Wisconsin

Peoples Wealth Management, based in Wausau, Wisconsin, offers investment management and wealth planning services through an affiliation with Raymond James Financial Services. The firm provides financial planning across multiple areas including retirement, education, estate and charitable giving, longevity planning, and portfolio management, along with banking and lending solutions. Investment services encompass a range of strategies from traditional equities and fixed income to alternative investments and managed accounts, supported by institutional-quality portfolio options and research.

Wautoma, Wisconsin

Rachel Pekowsky - Thrivent is an investment advisory firm in Wautoma, Wisconsin. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Wauwatosa, Wisconsin

David Czarnecki is an investment advisory firm in Wauwatosa, Wisconsin. Services include Financial Planning. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Wauwatosa, Wisconsin

Her Purpose Finance LLC, based in Wauwatosa, Wisconsin, specializes in debt management and financial education services. Founded by Citeria Robinson, the firm offers a Financial Needs Analysis assessment covering budgeting, debt reduction strategies, insurance planning, retirement planning, education funding, and estate planning, along with educational programs including a seven-part financial literacy course and credit score education classes. The firm partners with World Financial Group and provides life insurance solutions through Robinson, an independent life insurance agent.

West Bend, Wisconsin

Merit Financial Advisors is an investment advisory firm in West Bend, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Whitefish Bay, Wisconsin

Insurance-Based

Mosaic Financial Partners - Northwestern Mutual is an insurance-based firm in Whitefish Bay, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Whitefish Bay, Wisconsin

Merit Financial Advisors is an investment advisory firm in Whitefish Bay, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Wrightstown, Wisconsin

TMS Financial is an investment advisory firm in Wrightstown, Wisconsin. Services include Tax Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.