Fiduciary advisors in Madison, WI

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

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

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 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

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

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.

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

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

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

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.