Find a Financial Planner in Ozaukee County, WI

 

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

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We Only Work With The Best Ozaukee 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 Ozaukee County, WI


  • Financial Advisor Close to Ozaukee 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 Ozaukee County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Ozaukee County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Ozaukee County can include managing client retirement accounts, investments, tax plans, and more.
23.4% of Ozaukee 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 Ozaukee County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Ozaukee County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Ozaukee County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Ozaukee County area often offer tax planning services to their clients. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Ozaukee County area, 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 Ozaukee 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 Ozaukee 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 Ozaukee County, WI

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

  • Population: 88,597
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $283,600
  • Average Monthly Housing Cost: $1,268
  • Average Household Income: $120,331
  • 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 Ozaukee County, WI


BEADELL A D INVESTMENT COUNSEL INC

Website

(262) 241-0331

10224 N Port Washington Road

Mequon, WI 53092

SEC#: 801-10677
Years in Business: 46 years

PEGASUS PARTNERS

Website

(262) 478-9009

1333 W. Towne Square Raod

Mequon, WI 53092

SEC#: 801-81049
Years in Business: 6 years

REINHART PARTNERS, INC.

Website

(262) 241-2020

1500 W. Market St
Suite 100
Mequon, WI 53092

SEC#: 801-40278
Years in Business: 29 years

DENALI WEALTH MANAGEMENT, INC.

Website

(414) 978-0020

1325 W Towne Square Road

Mequon, WI 53092

SEC#: 801-71260
Years in Business: 11 years

SPECTRUM INVESTMENT ADVISORS, INC.

Website

(262) 238-4010

6329 West Mequon Road

Mequon, WI 53092

SEC#: 801-56966
Years in Business: 21 years