Find a Financial Advisor in Eau Claire County, WI

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

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We Only Work With The Best Eau Claire 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 Eau Claire County, WI


  • Financial Advisor Close to Eau Claire 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 Eau Claire 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 Eau Claire County, WI

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

  • Population: 103,514
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $169,900
  • Average Monthly Housing Cost: $927
  • Average Household Income: $75,213
  • 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 Eau Claire County, WI

 

WIPFLI FINANCIAL ADVISORS, LLC

Website

(715) 832-3407

4890 Owen Ayres Court
Suite 200
Eau Claire, WI 54701

SEC#: 801-56865
Years in Business: 22 years

 


Eau Claire County, WI Financial Advisor FAQs

Eau Claire County is located in western Wisconsin and is bordered by Minnesota to the west and the north, Clark County to the east, Pepin County to the south, and Buffalo County, also in Wisconsin, to the southwest. The top employer in Eau Claire County, Wisconsin, is the University of Wisconsin-Eau Claire. They have 3,700 employees and annual revenue of $214 million. If you're looking for a place that has plenty of natural beauty and outdoor activities to enjoy, then Eau Claire County is the place for you. This county is located in western Wisconsin and is best known for its stunning landscapes, plentiful wildlife, and many recreational opportunities such as fishing, hiking, biking, or skiing. We've got a team of financial advisors covering Eau Claire County, Wisconsin. With its name inspired by the Eau Claire River, this county is found in the west-central part of its state, belonging to the Eau Claire-Menomonie WI Combined Statistical Area. In the north of this county is Chippewa County, in the east, is Clark County, in the south, is Trempealeau County, and in the west is Pepin County and Dunn County. The cities nearby are Saint Paul, Minneapolis, and Madison. Financial advisors in the county are at your service in its neighboring areas through the links below.

There are many professionals in the financial-advisor field, each with their own specialties. So the first question you need to be able to answer is what type of professional you are looking for? The more specialized your needs, the narrower your choice of advisors.

Yes, you do. A financial advisor is an independent professional who helps you understand your finances in the present and plan for them in the future.

Financial advisors are usually people who have years of experience in the financial industry. They are usually your best source for being knowledgeable about different types of investments, generating an achievable retirement plan, reducing debt, and more.

Are you a fiduciary? It would be best to choose someone who is a fiduciary as they commit to work in the best interest of their client.