Find a Financial Planner in Brown County, WI

 

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We did the hard work of finding trustworthy partners in Brown County, WI.

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We Only Work With The Best Brown County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Brown County, WI

  • Financial Advisor Close to Brown County, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Brown County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Brown County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Brown County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.8% of Brown County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Brown County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Brown County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Brown County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Brown County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Wisconsin has unique laws defining which actions trigger a taxable event and has the 17th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Brown County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Brown County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Brown County, WI

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Brown County, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Brown County financial advisors.
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How Retirement-Friendly is Brown County, WI?

  • Population: 261,368
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $180,900
  • Average Monthly Housing Cost: $898
  • Average Household Income: $80,768
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


The Top Financial Advisor Firms in Brown County, WI


KCD FINANCIAL, INC.

Website

(920) 347-3400

3061 Allied Street
Suite B
Green Bay, WI 54304

SEC#: 801-110069
Years in Business: 4 years

HARBOR WEALTH MANAGEMENT, LLC

Website

(920) 434-5310

727 Cormier Road
Suite 101
Green Bay, WI 54303

SEC#: 801-86172
Years in Business: 6 years

PACKERLAND BROKERAGE SERVICES, INC.

Website

(920) 662-9500

432 Security Blvd.
Ste. 101
Green Bay, WI 54313

SEC#: 801-74927
Years in Business: 9 years

NAVIGEN WEALTH MANAGEMENT

Website

(920) 676-3334

677 Baeten Road
Suite 250
Green Bay, WI 54304

SEC#: 801-114856
Years in Business: 2 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(800) 595-7722

433 Main Street

Green Bay, WI 54301

SEC#: 801-71639
Years in Business: 10 years

NICOLET ADVISORY SERVICES, LLC

Website

(920) 430-1400

111 N. Washington Street

Green Bay, WI 54301

SEC#: 801-108012
Years in Business: 4 years

KELLOGG ASSET MANAGEMENT, LLC

Website

(800) 236-0082

200 North Adams Street

Green Bay, WI 54301

SEC#: 801-70113
Years in Business: 12 years