Fiduciary advisors in Wausau, WI

Wausau, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Wausau, Wisconsin, offering financial planning, investment management, and wealth management services. The firm's advisers hold CFP certifications and serve clients across retirement planning, business owner transitions, and tax-coordinated strategies, leveraging an affiliation with MBE CPAs for integrated tax planning. The firm uses planning software from eMoney, Right Capital, Stratify, and Charles Schwab to develop individualized financial plans.

Wausau, Wisconsin

Madison Partners is a financial advisory firm based in Wausau, Wisconsin that offers investment management and retirement planning services through a virtual-first model. The firm employs CFP® professionals and provides custom financial plans delivered via digital platforms, allowing clients to meet with advisors remotely and access accounts through a mobile app. The company uses custodians among major industry providers and serves clients across the United States.

Wausau, Wisconsin

Insurance-Based

Northwestern Mutual Wausau is an insurance-based firm in Wausau, 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.

Wausau, Wisconsin

Peoples Wealth Management, based in Wausau, Wisconsin, offers investment management and wealth planning services through an affiliation with Raymond James Financial Services. The firm provides financial planning across multiple areas including retirement, education, estate and charitable giving, longevity planning, and portfolio management, along with banking and lending solutions. Investment services encompass a range of strategies from traditional equities and fixed income to alternative investments and managed accounts, supported by institutional-quality portfolio options and research.