Find a Financial Planner in Dane County, WI

 

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

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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 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 Dane County, WI


  • Financial Advisor Close to Dane 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 Dane 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 Dane 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.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Dane County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.5% of Dane County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Dane County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Dane County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Dane County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Dane County area often offer tax planning services to their clients. 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 Dane 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Dane County area when dealing with high-interest credit card debt and private student loans.

 

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

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

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.
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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.)


The Top Financial Advisor Firms in Dane County, WI


CANOPY WEALTH MANAGEMENT

Website

(608) 662-9018

8215 Greenway Boulevard
Suite 540
Middleton, WI 53562

SEC#: 801-113774
Years in Business: 3 years

JACOBSON & SCHMITT ADVISORS, LLC

Website

(608) 662-7500

8333 Greenway Blvd
Suite 330
Middleton, WI 53562

SEC#: 801-66735
Years in Business: 15 years

T. ANTON INVESTMENT HOUSE, INC.

Website

(608) 501-1549

6300 University Avenue, Suite 100

Middleton, WI 53562

SEC#: 801-108785
Years in Business: 4 years

FILBRANDT WEALTH MANAGEMENT, LLC

Website

(608) 836-3600

8401 Greenway Blvd
Ste 212
Middleton, WI 53562

SEC#: 801-112390
Years in Business: 3 years

MILESTONE INVESTMENT ADVISORS, LLC

Website

(608) 826-5730

6702 Stonefield Road
Suite 201
Middleton, WI 53562

SEC#: 801-78337
Years in Business: 8 years

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

Website

(608) 827-6755

8383 Greenway Blvd.
Suite 600
Middleton, WI 53562

SEC#: 801-108044
Years in Business: 5 years

GOOGINS ADVISORS, INC.

Website

(608) 514-1044

6417 University Avenue

Middleton, WI 53562

SEC#: 801-68432
Years in Business: 13 years