3 advisors with offices in Baraboo. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsBaraboo, 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.
View detailsBaraboo, 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.
View detailsAdvisors serving Baraboo specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.