Fiduciary advisors in Milwaukee, WI

Milwaukee, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Milwaukee, 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 5-star rating from 2 Google reviews.

Milwaukee, Wisconsin

Fee-Based Independent RIA

Milborn Advisors is an independent, fee-based financial planning and investment management firm in Milwaukee founded by Mark Hoffman and Drew Ashland. The firm serves retired individuals, professionals, and small business owners, with particular focus on retirement planning and small business matters. Operating as fiduciaries, the firm emphasizes a no-pressure advisory approach and coordinates with professionals such as estate planning attorneys and accountants to address clients' comprehensive financial needs across different life stages.

Milwaukee, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Milwaukee, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.2-star rating from 21 Google reviews.

Milwaukee, Wisconsin

Silvercrest Asset Management Group is a Milwaukee-based firm providing asset management and financial advisory services to individuals, families, institutional investors, endowments, and foundations. The firm offers insurance analysis and insurance planning alongside portfolio construction, concentrated stock diversification, business succession planning, estate and tax planning, and outsourced chief investment officer services. It manages small-cap through large-cap value and growth equity strategies, as well as international value portfolios. Silvercrest serves clients with significant financial assets and has operated since its founding as an independent investment advisory firm.

Milwaukee, Wisconsin

The Naleid McGuire Group, operating under Baird in Milwaukee, is a wealth management practice led by Bill, a Senior Vice President with over 40 years at the firm, alongside three advisors—Patrick, Tom (CFP®), and Matthew—bringing combined expertise in retirement planning, investment management, and insurance solutions for families and business owners. The group employs a process-driven approach to understand client objectives and deliver personalized advice, with a focus on lifetime income planning and asset preservation.

Milwaukee, Wisconsin

UMB Private Wealth Management Center is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Milwaukee, Wisconsin

Wealth Enhancement Group is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Milwaukee, Wisconsin

Wealthspire is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.