Find a Financial Planner in Madison, WI

 

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

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We Only Work With The Best Madison 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 Madison, WI


  • Financial Advisor Close to Madison, 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 Madison Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Madison area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Madison offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
14.4% of Madison's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Madison area can create a custom plan and walk with you each step of the way.
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 Madison area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Madison area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Madison area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Madison area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Madison area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Madison, 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 Madison, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Madison financial advisors.
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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.)


The Top 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: 3 years

MADISON INVESTMENT ADVISORS, LLC

Website

(608) 274-0300

550 Science Drive

Madison, WI 53711

SEC#: 801-52751
Years in Business: 24 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: 11 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: 11 years

HARBOUR INVESTMENTS, INC.

Website

(608) 662-6100

575 D'Onofrio Drive
Suite 300
Madison, WI 53719

SEC#: 801-29185
Years in Business: 34 years