Explore Financial Advisors Serving Appleton, WI

Sumnicht & Associates offers holistic wealth management solutions, including financial coaching, retirement planning, and investment portfolio construction. Our fiduciary-driven approach prioritizes client needs through personalized strategies, tax-efficient planning, and ethical decision-making. We serve individuals and institutions with a commitment to integrity and long-term financial success.

E & S Entrepreneurs Advisors offers comprehensive financial planning, accounting, and business strategy services for small businesses in Wisconsin. Founded by certified professionals Beth Ehlers (CMA) and Susan Schuldes (CPA), the firm specializes in transforming entrepreneurial ideas into successful ventures through expert guidance in business planning, operations management, and financial oversight. Their personalized approach ensures clients receive actionable insights tailored to Northeast Wisconsin's market dynamics.