Find a Financial Advisor in Dane County, WI

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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


  • 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

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.
  • This field is for validation purposes and should be left unchanged.


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: 5 years

FILBRANDT WEALTH MANAGEMENT, LLC

Website

(608) 836-3600

8401 Greenway Blvd
Ste 212
Middleton, WI 53562

SEC#: 801-112390
Years in Business: 4 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: 14 years

PRIVATE ADVISOR GROUP, LLC

Website

(608) 826-2905

8309 Greenway Blvd, Suite 105

Middleton, WI 53562

SEC#: 801-72060
Years in Business: 11 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(608) 473-4478

5306 Valley Ridge Plz

Middleton, WI 53562

SEC#: 801-28543
Years in Business: 35 years

 


Dane County, WI Financial Advisor FAQs

Dane County is located in the south-central region of Wisconsin. The county is bounded by Lake Mendota and the Yahara River on the north, Columbia and Dodge counties on the east, Iowa County on the south, and Green County on the west. The county seat is Madison, which is also the state capital. According to the Wisconsin Department of Workforce Development, the top employer in Dane County is UW Health with over 10,000 employees and annual revenue of $2.5 billion. Dane County, Wisconsin is best known for its location in the Midwest and its abundance of parks and recreational areas. The county is home to the University of Wisconsin-Madison, one of the largest public universities in the country, as well as a number of other colleges and universities. We've got a team of financial advisors covering Dane County, Wisconsin. Encompassing villages of various kinds from bustling downtowns to lush forests and fields, Dane County is a core component of the Madison-Janesville-Beloit Combined Statistical Area. Madison, which is also the state capital, serves as the seat of this county. Columbia County borders this area to the north, Green County to the south, Iowa County to the west, and Jefferson County to the east. Financial advisors in the county are at your service in its neighboring areas through the links below.

One way to start with questions is to ask about their background and qualifications to advise clients. Find out what kinds of financial plans they offer, such as stocks, mutual funds, bonds and other investment vehicles. Ask if they have experience advising people your age and in your situation.

The most common way for an advisor to get paid is by charging their clients an advisory fee, which can be between 1% and 5%. Other means of getting paid is through commissions from investment vehicles or annuities that the client will purchase.

Never base the first choice of a professional solely on fees; you need to first assess whether their experience matches your needs.

Financial advisors offer a personalized service for customers who are looking to invest or save a certain amount of money. With this, they should provide an independent assessment if the customer's desired goals would match their own requirements, lifestyle or other factors.

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.