Find a Financial Planner in Milwaukee County, WI

 

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

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We Only Work With The Best Milwaukee 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 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 Milwaukee County, WI


  • Financial Advisor Close to Milwaukee 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

 

How Can a CFP® in Milwaukee County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Milwaukee County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Milwaukee County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.6% of Milwaukee County'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 Milwaukee County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Milwaukee County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Milwaukee County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Milwaukee County area who determine what breaks are available to you to minimize your tax payments. 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 Milwaukee County 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 Milwaukee County 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 Milwaukee 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 Milwaukee County, WI

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

  • Population: 951,226
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $161,100
  • Average Monthly Housing Cost: $965
  • Average Household Income: $69,949
  • 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 Milwaukee County, WI


LEGACY CAPITAL PARTNERS, INC.

Website

(414) 271-1664

1200 North Mayfair Road
Suite 360
Milwaukee, WI 53226

SEC#: 801-8846
Years in Business: 48 years

AFFILIATED FINANCIAL ADVISORS INC

Website

(414) 476-4999

2600 North Mayfair Rd.
Suite 200
Milwaukee, WI 53226

SEC#: 801-57519
Years in Business: 21 years

OARSMAN CAPITAL, INC

Website

(414) 221-0081

759 North Milwaukee Street

Milwaukee, WI 53202

SEC#: 801-60988
Years in Business: 19 years

SKYLANDS CAPITAL, LLC

Website

(414) 256-3380

1200 North Mayfair Road
Suite 250
Milwaukee, WI 53226

SEC#: 801-71522
Years in Business: 11 years

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Website

(866) 664-7737

720 East Wisconsin Avenue

Milwaukee, WI 53202

SEC#: 801-8095
Years in Business: 49 years

OPEROSE ADVISORS LLC

Website

(414) 209-3280

735 North Water Street
Suite 1440
Milwaukee, WI 53202

SEC#: 801-118313
Years in Business: 1 years

SIMS CAPITAL MANAGEMENT LLC

Website

(414) 765-1107

225 E. Mason Street
Suite 802
Milwaukee, WI 53202

SEC#: 801-67455
Years in Business: 14 years

KLCM ADVISORS, INC.

Website

(414) 765-1234

330 E Kilbourn Avenue
Suite 1180
Milwaukee, WI 53202

SEC#: 801-43503
Years in Business: 28 years

RIVERWATER PARTNERS LLC

Website

(414) 858-8000

1433 N. Water Street
Suite 303
Milwaukee, WI 53202

SEC#: 801-117635
Years in Business: 1 years

MCCARTHY GRITTINGER FINANCIAL GROUP, LLC

Website

(414) 475-1369

125 South 84th Street
Suite 130
Milwaukee, WI 53214

SEC#: 801-56927
Years in Business: 21 years