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Explore Financial Advisors Serving Wisconsin

Review the services of 41 financial advisors in Wisconsin, including Milwaukee, Brookfield and Madison. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Appleton (2)
Brookfield (4)
Delafield (1)
Eau Claire (1)
Elm Grove (1)
Hartland (1)
Hubertus (1)
Janesville (1)
Kenosha (1)
Kimberly (1)
La Crosse (1)
Lake Geneva (1)
Madison (4)
Mequon (2)
Middleton (1)
Milwaukee (6)
New Berlin (1)
Oconomowoc (1)
Pepin (1)
Port Washington (1)
Rib Lake (1)
Stevens Point (1)
Superior (1)
Waukesha (3)
Wausau (2)
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Sumnicht & Associates
Not rated yet
We operate as fiduciaries, legally obligated to prioritize client interests above all else.
Sumnicht & Associates provides comprehensive financial planning, investment management, and retirement solutions tailored to your unique needs in Appleton, WI.
Financial Coaching Retirement Planning Wealth Management
(920) 731-4455 Call Profile
Not rated yet
Wfa Asset Management
40 Years
Not rated yet
We operate as SEC-registered fiduciaries with 37+ years of specialized experience
Discover Wfa Asset Management's fiduciary financial planning services in Whitefish Bay, WI. Expert investment management, tax planning, and retirement strategies for clients nationwide.
Investment Management Tax Planning Insurance Planning
(414) 727-8181 Call Profile
Not rated yet
Gentian Financial
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We offer fiduciary-standard retirement planning with certified financial advisors.
Discover personalized retirement planning and wealth management solutions at Gentian Financial in Mequon, WI. Our certified advisors help clients build secure financial futures through tax-efficient strategies and holistic planning.
Retirement Planning Tax Planning Estate Planning
(262) 518-7575 Call Profile
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Womens Financial
45 Years
Not rated yet
We are a fee-only fiduciary firm with over 40 years of local expertise
Womens Financial offers fee-only fiduciary financial planning and investment management in Elm Grove, WI. Specializing in retirement strategies, tax planning, and wealth preservation since 1981.
Retirement Planning Financial Life Planning Investment Management
(262) 785-1377 Call Profile
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Financial Strategies
Not rated yet
We are 100% fee-only fiduciaries with no product commissions
Financial Strategies offers personalized financial planning and investment management in Milwaukee. Fee-only fiduciary advisors dedicated to your financial freedom through comprehensive retirement planning, tax strategies, and wealth management solutions.
Retirement Planning Investment Management Tax Planning
(262) 821-1664 Call Profile
Not rated yet
Annex Wealth Management
Not rated yet
We offer 35+ years of combined experience in fiduciary financial advisory services
Annex Wealth Management offers expert financial planning, investment management, and tax strategies tailored to individual and business needs. Serving clients nationwide with fiduciary integrity and personalized service.
Investment Management Tax Planning Retirement Planning
(262) 786-6363 Call Profile
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Evolution Financial
6 Years
Not rated yet
We act as fiduciaries, legally bound to prioritize your best interests.
Evolution Financial offers fee-only financial planning and investment management in Madison, WI, helping clients achieve their life goals through personalized, fiduciary-driven advice.
Financial Planning Investment Management Retirement Planning
(608) 229-1335 Call Profile
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Trinity Financial Planning
25 Years
Not rated yet
We operate as fiduciaries with no product sales conflicts
Trinity Financial Planning offers fiduciary financial advisory services in Middleton, WI. Specializing in comprehensive wealth management and retirement planning for discerning clients.
Wealth Management Financial Tune-Up Retirement Planning
(608) 999-4049 Call Profile
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Forward Investment Advisors
33 Years
Not rated yet
We offer over 30 years of experience in personalized financial planning
Trusted financial advisors offering personalized investment strategies and comprehensive planning for over 30 years. Achieve your financial goals with expert guidance from Forward Investment Advisors.
Investment Management Financial Planning Portfolio Analysis
(608) 833-9400 Call Profile
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Grutz Financial
Not rated yet
We offer 17 years of industry experience with a client-first approach
Trusted retirement planning services in Delafield, WI. Grutz Financial offers transparent financial advice tailored to your unique goals and lifestyle needs.
Retirement Planning Insurance Tax Strategies
(262) 422-6895 Call Profile