Find a Financial Advisor in Marathon County, WI

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

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We Only Work With The Best Marathon 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 Marathon County, WI


  • Financial Advisor Close to Marathon 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 Marathon 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 Marathon County, WI

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

  • Population: 135,396
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $159,600
  • Average Monthly Housing Cost: $848
  • Average Household Income: $81,095
  • 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 Marathon County, WI

 

FINANCIAL FIDUCIARIES, LLC

Website

(715) 848-8110

501 N Third Street

Wausau, WI 54403

SEC#: 801-71390
Years in Business: 12 years

MIDWEST PROFESSIONAL PLANNERS, LTD.

Website

(715) 848-3474

2610 Stewart Avenue, Suite 100

Wausau, WI 54401

SEC#: 801-72649
Years in Business: 10 years

SAGEPOINT FINANCIAL, INC.

Website

(715) 848-3778

227521 Harrier Ave

Wausau, WI 54401

SEC#: 801-64721
Years in Business: 16 years

RETIREMENT WEALTH ADVISORS, LLC

Website

(715) 870-2450

3319 Terrace Court

Wausau, WI 54401

SEC#: 801-67628
Years in Business: 15 years

MBE WEALTH MANAGEMENT, LLC

Website

(715) 803-4243

224700 Zinnia Drive

Wausau, WI 54401

SEC#: 801-110772
Years in Business: 4 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(715) 845-4301

2010 Stewart Ave.

Wausau, WI 54401

SEC#: 801-71639
Years in Business: 11 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(715) 845-3111

11 Scott Street
Suite 10
Wausau, WI 54403

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

NAVIGEN, LLC

Website

(715) 298-1991

408 3Rd Street
Suite 402
Wausau, WI 54403

SEC#: 801-114856
Years in Business: 3 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(715) 845-3111

11 Scott Street
Suite 10
Wausau, WI 54403

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

 


Marathon County, WI Financial Advisor FAQs

Marathon County is located in the central part of Wisconsin. It is bounded on the north by Portage County, on the east by Waushara County, on the south by Wood County, and on the west by Clark County. According to the Wisconsin Department of Workforce Development, the top employer in Marathon County is Walmart with 1,500 employees and $315 million in annual revenue. Marathon County is most well-known for its beautiful scenery, including forests, rolling hills, and clean rivers and lakes. The county is also home to the Wausau metropolitan area, which is the largest city in central Wisconsin. We've teamed up with top-tier financial advisors to connect you in Marathon County, Wisconsin. Abundant in natural beauty, blended with a vibrant urban center, this is by land area the largest county in its state, found in the Wausau-Stevens Point-Wisconsin Rapids, WI Combined Statistical Area. Marathon was formed from a section of Portage County and its name was inspired by the battlefield at Marathon, Greece. The cities nearby are Madison, Milwaukee, and Saint Paul. Learn about the top-rated financial advisors in Marathon County, Wisconsin with our list below.

It is recommended that you find advisors in their respective industry trade organizations. The main ones are the Certified Financial Planners Board of Standards and the National Association of Personal Financial Advisors.

If you're looking for someone to help manage the investments and finances of potentially significant wealth, then it's worth finding a qualified advisor rather than doing it yourself. There's no risk-free way to manage investments and any small mistakes could be costly.

Financial advisors help their clients focus and plan the many aspects of their financial lives. They counsel them on what to invest in, how much insurance they need, and just about anything else related to money.

How much access will I have to you? Clarify how often you will meet and whether they can be contacted via email or phone call as your need arises.

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.