Find a Financial Advisor in Oshkosh, WI

 

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

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We Only Work With The Best Oshkosh 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 Oshkosh, WI


  • Financial Advisor Close to Oshkosh, 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 Oshkosh, 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 Oshkosh, WI

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

  • Population: 66,773
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $125,500
  • Average Monthly Housing Cost: $835
  • Average Household Income: $61,145
  • 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 Oshkosh, WI

 

AEGIS FINANCIAL

Website

(920) 233-4650

530 N Koeller St

Oshkosh, WI 54902

SEC#: 801-117229
Years in Business: 2 years

WINDWARD WEALTH STRATEGIES, INC.

Website

(920) 230-2215

2370 State Road 44
Suite A
Oshkosh, WI 54904

SEC#: 801-81031
Years in Business: 6 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(800) 426-0389

5111 B Green Valley Rd

Oshkosh, WI 54904

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(800) 426-0389

5111 B Green Valley Rd

Oshkosh, WI 54904

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(800) 426-0389

5111 B Green Valley Rd

Oshkosh, WI 54904

SEC#: 801-54905
Years in Business: 24 years

ACCESS INVESTMENT ADVISORS INC

Website

(920) 683-9901

210 N. Main St.

Oshkosh, WI 54901

SEC#: 801-56436
Years in Business: 22 years

TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC

Website

(920) 379-9952

146 Algoma Blvd
Suite E
Oshkosh, WI 54901

SEC#: 801-110226
Years in Business: 4 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(800) 426-0389

5111 B Green Valley Rd

Oshkosh, WI 54904

SEC#: 801-54905
Years in Business: 24 years

FREEDOM WEALTH ALLIANCE, LLC

Website

(262) 798-7979

5805 Lake Road

Oshkosh, WI 54902

SEC#: 801-79331
Years in Business: 7 years

 


Oshkosh, WI Financial Advisor FAQs

A place to start may be asking friends or family members for recommendations. They are often able to offer references for people they trust, know their values, and who are skeptical of fraudulent marketing tactics.
Even if you have a solid financial plan in place, a Financial Advisor can offer help with ensuring your plan is on track. Financial advisors are good at helping people set up plans for education, health, savings, and retirement plans.
Fees vary based on the complexity of the plan and what type of investment assets are chosen. On top of this, financial advisors also charge annual fees or percentage-based fees that can go into hundreds of dollars per year depending on how often they meet with their client.
Financial advisors assist their clients in understanding and analyzing financial matters such as investment, retirement and estate planning. Financial advisor services include setting up a portfolio based on the client's needs, assessing current conditions to plan for future ones, tax advice, etc.