WI · Eau Claire

Fiduciary advisors in Eau Claire, WI

2 advisors with offices in Eau Claire. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Eau Claire

GILFI, LLC

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.

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Integrated Wealth Partners

Eau Claire, Wisconsin

Small Business

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.

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Financial advisors in Eau Claire, Wisconsin

Advisors serving Eau Claire 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.

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