Find a Financial Planner in Outagamie County, WI

 

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

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We Only Work With The Best Outagamie County 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 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 Outagamie County, WI

  • Financial Advisor Close to Outagamie 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 Outagamie 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 Outagamie 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Outagamie County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.7% of Outagamie County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Outagamie County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Outagamie County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Outagamie 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 Outagamie 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 involves working with an attorney or financial advisor in the Outagamie County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Outagamie County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Outagamie 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 Outagamie County, WI

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

  • Population: 185,700
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $171,500
  • Average Monthly Housing Cost: $939
  • Average Household Income: $82,097
  • 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 Outagamie County, WI


ISECTORS, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite 1
Appleton, WI 54914

SEC#: 801-69601
Years in Business: 12 years

VERUS INVESTMENT ADVISORY GROUP, INC.

Website

(920) 882-5299

5765 W. Grande Market Drive
Suite A
Appleton, WI 54913

SEC#: 801-112692
Years in Business: 3 years

COPPER HARBOR INVESTMENT ADVISORS, LLC

Website

(920) 687-7205

250 North Metro Drive

Appleton, WI 54913

SEC#: 801-81035
Years in Business: 6 years

AVAII WEALTH MANAGEMENT, LLC

Website

(920) 214-1212

2101 N Casaloma Dr

Appleton, WI 54913

SEC#: 801-113937
Years in Business: 2 years

SUMNICHT & ASSOCIATES, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite #1
Appleton, WI 54914

SEC#: 801-60309
Years in Business: 19 years

THE APPLETON GROUP, LLC

Website

(920) 993-7727

100 W. Lawrence St
Suite 306
Appleton, WI 54911

SEC#: 801-62598
Years in Business: 17 years

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Website

(920) 733-3865

3601 E. Evergreen Drive
Suite 100
Appleton, WI 54913

SEC#: 801-67464
Years in Business: 14 years

ENDOWMENT WEALTH MANAGEMENT, INC.

Website

(920) 785-6010

W6272 Communication Court

Appleton, WI 54914

SEC#: 801-112413
Years in Business: 3 years

ADVISORS' PRIDE INC.

Website

(920) 731-9293

100 W. Lawrence Street
Suite 304
Appleton, WI 54911

SEC#: 801-80479
Years in Business: 6 years

ASC WEALTH & RETIREMENT ADVISORS LLC

Website

(920) 735-9800

5583 Waterford Lane, Suite A

Appleton, WI 54913

SEC#: 801-96217
Years in Business: 6 years