Find a Financial Advisor in Middleton, WI

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We Only Work With The Best Middleton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Middleton, WI


  • Financial Advisor Close to Middleton, 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 Middleton, 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 Middleton, WI

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

  • Population: 19,487
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $355,200
  • Average Monthly Housing Cost: $1,215
  • Average Household Income: $107,225
  • 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 Middleton, WI

 

CANOPY WEALTH MANAGEMENT

Website

(608) 662-9018

8215 Greenway Boulevard
Suite 540
Middleton, WI 53562

SEC#: 801-113774
Years in Business: 3 years

JACOBSON & SCHMITT ADVISORS, LLC

Website

(608) 662-7500

8333 Greenway Blvd
Suite 330
Middleton, WI 53562

SEC#: 801-66735
Years in Business: 15 years

T. ANTON INVESTMENT HOUSE, INC.

Website

(608) 501-1549

6300 University Avenue, Suite 100

Middleton, WI 53562

SEC#: 801-108785
Years in Business: 5 years

FILBRANDT WEALTH MANAGEMENT, LLC

Website

(608) 836-3600

8401 Greenway Blvd
Ste 212
Middleton, WI 53562

SEC#: 801-112390
Years in Business: 4 years

MILESTONE INVESTMENT ADVISORS, LLC

Website

(608) 826-5730

6702 Stonefield Road
Suite 201
Middleton, WI 53562

SEC#: 801-78337
Years in Business: 8 years

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

Website

(608) 827-6755

8383 Greenway Blvd.
Suite 600
Middleton, WI 53562

SEC#: 801-108044
Years in Business: 5 years

GOOGINS ADVISORS, INC.

Website

(608) 514-1044

6417 University Avenue

Middleton, WI 53562

SEC#: 801-68432
Years in Business: 14 years

PRIVATE ADVISOR GROUP, LLC

Website

(608) 826-2905

8309 Greenway Blvd, Suite 105

Middleton, WI 53562

SEC#: 801-72060
Years in Business: 11 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(608) 473-4478

5306 Valley Ridge Plz

Middleton, WI 53562

SEC#: 801-28543
Years in Business: 35 years

 


Middleton, WI Financial Advisor FAQs

Middleton is a city in Dane County, Wisconsin, United States. It is part of the Madison Metropolitan Statistical Area. Middleton is situated on the isthmus of Lake Mendota, between Madison to the north and Verona to the south. The city's boundaries extend into four different towns: Middleton (town), Westport, Cross Plains, and the Town of Middleton. The city's downtown is located in the northwest corner of the city. Middleton is home to the headquarters of several companies, including Spectrum Brands, Epic Systems, and Generac Power Systems. Middleton is also home to several Dane County government offices, as well as the State of Wisconsin's Group Health Insurance Program. The city has a long history of agriculture and dairy farming. Middleton is best known for its green spaces and parks, including Olbrich Botanical Gardens, Warner Park, and the University of Wisconsin Arboretum. The city has also been recognized for its business-friendly environment, earning a spot on Forbes' list of America's Friendliest Towns in 2014. A wide range of financial advisory services is available in Middleton, WI, a city in Dane County and a suburb of Madison. The city holds a population of 21,827 at the 2020 census. Middleton, WI was chosen by CNN Money magazine as the best place to live in 2007, praising it for its "small-town charm, booming economy, extensive parks, and bike trails." True to its motto "The Good Neighbor City," Middleton was hailed as the "Best Suburbs to Raise a Family in Dane County" by ranking and review website Niche in 2021. Discover the city's neighboring places with financial advisors in the links below.

Yes. You can never go wrong if you take the time to follow the professionals in this area. There are many financial advisors who will be able to help show you how to maximize your earnings and keep your family safe in these tumultuous times.

Financial advisors help people manage and grow their wealth. They provide clients with investment advice and they work closely with them to develop and implement portfolio and financial plans that take into account the person's desires, needs, resources, time horizon, etc.

Gather recommendations from friends and families who’ve had experiences with financial advisors. Carefully scrutinize financial advisor’s background by gathering info about their past working relationships.

Ask what qualifications and experiences this potential financial advisor has in this field. Also ask about his/her certifications or licenses and past dealings with other clients to have a proper knowledge about his/her professional work background.

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.