
Find a Financial Advisor in Dane County, WI
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We did the hard work of finding trustworthy partners in Dane County, WI.
We Only Work With The Best Dane 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Dane County, WI
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Financial Advisor Close to Dane County, WI
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Dane 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
Find a Fee-Only Financial Planner Near Dane County, WI
We evaluated over 13,000 RIA firms to bring you the best of the best Dane County financial advisors.
How Retirement-Friendly is Dane County, WI?
- Population: 536,078
- % of Population 62 Years and Over: 16.5%
- Average Home Value: $267,600
- Average Monthly Housing Cost: $1,258
- Average Household Income: $96,542
- 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.)
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The Top Financial Advisor Firms in Dane County, WI
CANOPY WEALTH MANAGEMENT
(608) 662-90188215 Greenway Boulevard
Suite 540
Middleton, WI 53562
SEC#: 801-113774
Years in Business: 3 years
JACOBSON & SCHMITT ADVISORS, LLC
(608) 662-75008333 Greenway Blvd
Suite 330
Middleton, WI 53562
SEC#: 801-66735
Years in Business: 15 years
T. ANTON INVESTMENT HOUSE, INC.
(608) 501-15496300 University Avenue, Suite 100
Middleton, WI 53562
SEC#: 801-108785
Years in Business: 5 years
FILBRANDT WEALTH MANAGEMENT, LLC
(608) 836-36008401 Greenway Blvd
Ste 212
Middleton, WI 53562
SEC#: 801-112390
Years in Business: 4 years
MILESTONE INVESTMENT ADVISORS, LLC
(608) 826-57306702 Stonefield Road
Suite 201
Middleton, WI 53562
SEC#: 801-78337
Years in Business: 8 years
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
(608) 827-67558383 Greenway Blvd.
Suite 600
Middleton, WI 53562
SEC#: 801-108044
Years in Business: 5 years
GOOGINS ADVISORS, INC.
(608) 514-10446417 University Avenue
Middleton, WI 53562
SEC#: 801-68432
Years in Business: 14 years
PRIVATE ADVISOR GROUP, LLC
(608) 826-29058309 Greenway Blvd, Suite 105
Middleton, WI 53562
SEC#: 801-72060
Years in Business: 11 years
AMERIPRISE FINANCIAL SERVICES, LLC.
(608) 473-44785306 Valley Ridge Plz
Middleton, WI 53562
SEC#: 801-28543
Years in Business: 35 years
Dane County, WI Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.