Find a Financial Advisor in Lake Geneva, WI

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We did the hard work of finding trustworthy partners in Lake Geneva, WI.

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We Only Work With The Best Lake Geneva 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


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


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 Lake Geneva, WI

  • Financial Advisor Close to Lake Geneva, 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 Lake Geneva, WI

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Lake Geneva, WI

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

  • Population: 7,894
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $220,700
  • Average Monthly Housing Cost: $1,025
  • Average Household Income: $69,059
  • 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 Lake Geneva, WI




(262) 348-9981

875 Townline Rd.
Suite 100
Lake Geneva, WI 53147

SEC#: 801-62694
Years in Business: 18 years



(262) 248-1350

772 West Main Street
Suite 301
Lake Geneva, WI 53147

SEC#: 801-107776
Years in Business: 6 years



(630) 388-9006

N3251 Walnut Road

Lake Geneva, WI 53147

SEC#: 801-52668
Years in Business: 25 years


Lake Geneva, WI Financial Advisor FAQs

Lake Geneva is a city in Walworth County, Wisconsin, United States. It is located 40 miles southwest of Milwaukee and 55 miles northeast of Madison. Lake Geneva's top employer is Walmart, which employs approximately 1,600 people in the area. Other major employers include Geneva National Resort & Spa, Grand Geneva Resort & Spa, and The Abbey Resort. Given its close proximity to Chicago, IL, and Milwaukee, Lake Geneva is a popular tourist destination. Some of its notable attractions include the Geneva Lake Shore Path, the Riviera Beach Yacht Club, and the Grand Geneva Resort & Spa. Located in Walworth County and situated on Geneva Lake is Lake Geneva, WI. More specifically, it lies about 50 miles southwest of Milwaukee and 80 miles northwest of Chicago. It has become a popular resort city that thrives on tourism because of its relative proximity to both the Chicago metropolitan and Milwaukee metropolitan areas. Check out the links below to route you to neighboring financial advisors.

Financial advisors are a good fit because they can help with many issues, including providing customized financial plans and money management calculators, and managing investments and portfolios.

A financial advisor ideally is certified by the CFP Board of Standards. They are individuals with one or more designations that recognize them as qualified in various areas of finance including investment, retirement planning, estate planning, tax return preparation, and others.

Most financial advisors are paid on a fee-only basis for providing personal advice, which means that they may offer their services for an hourly rate or flat fee. However, some financial advisors work with specific investment products or benefit providers that pay them commissions in varying ways.

Choose a financial advisor that is licensed and insured. The two things you're looking for are legitimacy and competency.

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.