
Find a Financial Advisor in Marathon County, WI
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Marathon County, WI.
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
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.
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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Marathon County, WI
FINANCIAL FIDUCIARIES, LLC
(715) 848-8110501 N Third Street
Wausau, WI 54403
SEC#: 801-71390
Years in Business: 12 years
MIDWEST PROFESSIONAL PLANNERS, LTD.
(715) 848-34742610 Stewart Avenue, Suite 100
Wausau, WI 54401
SEC#: 801-72649
Years in Business: 10 years
SAGEPOINT FINANCIAL, INC.
(715) 848-3778227521 Harrier Ave
Wausau, WI 54401
SEC#: 801-64721
Years in Business: 16 years
RETIREMENT WEALTH ADVISORS, LLC
(715) 870-24503319 Terrace Court
Wausau, WI 54401
SEC#: 801-67628
Years in Business: 15 years
MBE WEALTH MANAGEMENT, LLC
(715) 803-4243224700 Zinnia Drive
Wausau, WI 54401
SEC#: 801-110772
Years in Business: 4 years
ASSOCIATED INVESTMENT SERVICES, INC.
(715) 845-43012010 Stewart Ave.
Wausau, WI 54401
SEC#: 801-71639
Years in Business: 11 years
WIPFLI FINANCIAL ADVISORS, LLC
(715) 845-311111 Scott Street
Suite 10
Wausau, WI 54403
SEC#: 801-56865
Years in Business: 22 years
NAVIGEN, LLC
(715) 298-1991408 3Rd Street
Suite 402
Wausau, WI 54403
SEC#: 801-114856
Years in Business: 3 years
WIPFLI FINANCIAL ADVISORS, LLC
(715) 845-311111 Scott Street
Suite 10
Wausau, WI 54403
SEC#: 801-56865
Years in Business: 22 years
Marathon County, WI Financial Advisor FAQs
Other Nearby Financial Advisors
Altoona, WI
River Falls, WI
Mendota Heights, MN
Bloomington, MN
Eden Prairie, MN
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.