Fiduciary advisors in Green Bay, WI

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

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

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

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.

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

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

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.