WI · Verona

Fiduciary advisors in Verona, WI

3 advisors with offices in Verona. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Verona

Alex Herr | Summit Financial Advisors

Verona, Wisconsin

Retirement Planning Investment Management

Summit Financial Advisors, based in Verona, Wisconsin, provides financial planning and investment management services to clients locally and nationally via virtual meetings. The firm operates on a fiduciary basis, offering flat-fee financial planning with no account minimums and investment management at a percentage of assets under advisement. Alex Herr, the lead advisor, holds an MS in Personal Financial Planning and a ChFC® designation, with nearly a decade of industry experience; the practice specializes in retirement planning, investment strategy built on long-term evidence-based approaches, and comprehensive planning across six areas including estate planning, tax planning, and insurance analysis.

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Lake Ridge Financial

Verona, Wisconsin

Bank-Affiliated

Estate Planning

Lake Ridge Financial is a bank-affiliated financial services firm based in Verona, Wisconsin, serving Dane, Rock, and Sauk County. The firm offers financial planning, estate planning, retirement planning, and insurance services through LPL Financial, with a team approach to address investing strategies, retirement distribution, estate conservation, and risk management. Its professionals work with clients on retirement readiness, college savings, estate strategy, and life insurance coverage. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer.

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Walkner Condon Financial Advisors

Verona, Wisconsin

Retirement Planning Investment Management

Walkner Condon Financial Advisors is a fee-only fiduciary firm in Verona, Wisconsin that provides financial planning and investment management with a focus on retirement planning, tax efficiency, and education funding. The firm charges advisory fees based on assets under management on a tiered schedule, requires a $1 million investable asset minimum, and offers an initial complimentary consultation. Services span retirement income strategies, concentrated stock management, employee equity compensation, estate planning review, charitable giving optimization, and specialized planning for state employees, with options for values-aligned or ESG-screened portfolios.

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Financial advisors in Verona, Wisconsin

Advisors serving Verona 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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