Explore Financial Advisors Serving Milwaukee, WI

Wfa Asset Management provides comprehensive financial planning services including investment management, tax optimization, and retirement strategy development. As SEC-registered fiduciaries, we deliver objective advice tailored to individual circumstances through a team of certified professionals. Our client-centric approach combines advanced portfolio theory with personalized guidance for long-term financial success.

Jungen & Co. Financial Advisers & Co. Financial Advisers provides comprehensive financial planning and investment advisory services in Milwaukee, WI. Specializing in holistic wealth management, the firm helps clients crystallize financial goals through personalized strategies that coordinate investment planning, retirement solutions, and tax-efficient resource allocation. With 27 years of local expertise, the company combines certified professional guidance with industry-leading tools to transform financial visions into actionable realities.

Campbell Newman is a Milwaukee-based boutique investment management firm offering two specialized equity strategies. We focus on high-conviction portfolio construction through bottom-up stock selection, emphasizing capital preservation and performance benchmarking. Our employee-owned structure ensures direct alignment with client interests while maintaining transparency and stewardship.

Hilltop Financial Advisors offers personalized, fee-only financial planning services for families and pre-retirees in Milwaukee, WI, and beyond. Our values-aligned approach focuses on comprehensive strategies for retirement, investment management, and student loan analysis. We empower clients to achieve financial peace of mind through transparent, conflict-free advice.

Capital Investment Services of America of America is a Milwaukee-based registered investment advisor serving high-net-worth individuals and organizations. Since 1981, we've provided custom-tailored investment portfolios emphasizing ethical stewardship and client-aligned strategies. Our experienced team combines decades of market expertise with a commitment to transparent, personalized financial guidance.

Korbitz Financial Planning delivers fee-only financial planning, tax planning, and tax preparation services to individuals and families in Milwaukee and Wisconsin. With over 25 years of experience, we provide personalized, objective advice grounded in fiduciary responsibility. Our expertise spans investment strategy, retirement planning, and college savings solutions.