11 advisors with offices in Madison. Credentials, fee structures, and minimums are disclosed on each listing.
Madison, Wisconsin
Atlas Wealth Advisers is located in Madison, Wisconsin and serves clients in English. The firm holds a 5-star rating based on 15 Google reviews
View detailsMadison, Wisconsin
Jay Haselwander, RICP® at Summit Financial Advisors in Madison, Wisconsin provides retirement planning and investment management services. Haselwander holds the Registered Investment Consultant Professional credential. The firm operates in English and has a 5-star rating based on Google reviews.
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Legacy Wealth Advisors is an estate planning firm based in Madison, Wisconsin. The firm operates in English and serves clients with estate planning needs. Additional service details and credential information are not currently available.
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Fee-Only Independent RIA
Lindenwood Financial LLC is a fee-only registered investment advisor in Madison, Wisconsin, offering financial planning, investment management, and retirement planning services. The firm operates on a fiduciary basis, and its advisors hold CFP certifications. Services address investment management and wealth management needs for clients seeking comprehensive financial guidance.
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Madison Partners provides financial planning, investment management, and retirement planning services to clients in Madison, Wisconsin. The firm specializes in retirement planning and operates on an English-speaking basis. With a 5-star rating across 17 Google reviews, the firm has established a client base in the local market.
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Madison Partners' West Madison office provides investment management and retirement planning services to clients in Wisconsin. The firm specializes in retirement planning strategies and asset management.
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Wirehouse
Merrill Lynch Wealth Management operates in Madison, Wisconsin as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services and fee structures are available through local consultation.
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Walkner Condon Financial Advisors is a Madison-based investment advisory firm specializing in retirement planning and investment management. The firm provides financial planning and investment management services to clients. They operate in English and maintain a 5-star rating on Google.
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Wealth Enhancement Group is a financial planning and investment management firm based in Madison, Wisconsin. The firm serves clients in English and Spanish. It holds a 3-star rating based on four Google reviews.
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Wealthspire is an investment advisor based in Madison, Wisconsin, offering financial planning and investment management services. The firm specializes in investment management for clients seeking ongoing portfolio guidance.
View detailsMadison, Wisconsin
Wisconsin Wealth Advisors, LLC is an investment advisory firm based in Madison, Wisconsin. The firm provides advisory services to clients in the region.
View detailsAdvisors serving Madison 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.