Madison, WI Financial Advisors and Resources



Financial Advisor Firms in Madison, WI


COORDINATED CAPITAL SECURITIES, INC.

Website

(608) 221-4545

704 Riverplace Commerce Center Iii

Madison, WI 53716

SEC#: 801-111070
Years in Business: 4 years

MADISON INVESTMENT ADVISORS, LLC

Website

(608) 274-0300

550 Science Drive

Madison, WI 53711

SEC#: 801-52751
Years in Business: 25 years

MENDOTA FINANCIAL GROUP, LLC

Website

(608) 223-9211

634 West Main Street
Suite 302
Madison, WI 53703

SEC#: 801-67644
Years in Business: 14 years

FINANCIAL WEALTH MANAGEMENT, LLC

Website

(608) 276-9691

440 Science Drive
Suite 302
Madison, WI 53711

SEC#: 801-67249
Years in Business: 14 years

THOMPSON INVESTMENT MANAGEMENT, INC.

Website

(608) 827-5700

1255 Fourier Drive
Suite 200
Madison, WI 53717

SEC#: 801-62562
Years in Business: 17 years

MEMBERS CAPITAL ADVISORS, INC.

Website

(608) 665-8244

5910 Mineral Point Rd

Madison, WI 53705

SEC#: 801-18140
Years in Business: 38 years

JOHN F SUBY WEALTH MANAGEMENT LLC

Website

(608) 273-3100

2901 West Beltline Hwy
Suite 201
Madison, WI 53713

SEC#: 801-70434
Years in Business: 12 years

WALKNER CONDON FINANCIAL ADVISORS LLC

Website

(608) 234-4127

3418 Monroe Street

Madison, WI 53711

SEC#: 801-114882
Years in Business: 2 years

RMR WEALTH ADVISORS LLC

Website

(608) 663-7676

400 Interlake Drive
Suite 200
Madison, WI 53716

SEC#: 801-70487
Years in Business: 12 years


How Retirement-Friendly is Madison, WI?

  • Population: 254,977
  • % of Population 62 Years and Over: 14.4%
  • Average Home Value: $245,300
  • Average Monthly Housing Cost: $1,229
  • Average Household Income: $87,055
  • 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.)


Madison, WI Financial Advisor FAQs

The answer to that question is difficult to wrap up in a single set of parameters. It will depend on the type of service the planner is offering, what information they are able to collect about you, their professional licensing cost etc.
First, you need to figure out what kind of financial advisor is best for your needs. Once you determine your needs and wants, start by getting referrals from family or friends. You can also find advisors through various organizations such as the National Association of Personal Financial Advisors (NAPFA).
A financial advisor will provide their clients with an actionable plan for investing in securities and/or bonds according to the client’s objectives and risk tolerance by using a mix of strategies including maximizing income or capital appreciation, long term growth, or a combination of both.
It's quite feasible to invest on your own without a financial advisor, and it's arguably also cheaper. However, if you feel like managing your investments is too much work for you with the rewards outweighing the effort and with just how often markets can change then investing through an advisor may be for you.