Find a Financial Advisor 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 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 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

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: 47 years

PEGASUS PARTNERS

Website

(262) 478-9009

1333 W. Towne Square Raod

Mequon, WI 53092

SEC#: 801-81049
Years in Business: 7 years

REINHART PARTNERS, INC.

Website

(262) 241-2020

1500 W. Market St
Suite 100
Mequon, WI 53092

SEC#: 801-40278
Years in Business: 30 years

DENALI WEALTH MANAGEMENT, INC.

Website

(414) 978-0020

1325 W Towne Square Road

Mequon, WI 53092

SEC#: 801-71260
Years in Business: 12 years

SPECTRUM INVESTMENT ADVISORS, INC.

Website

(262) 238-4010

6329 West Mequon Road

Mequon, WI 53092

SEC#: 801-56966
Years in Business: 22 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

FREEPORT FINANCIAL PARTNERS LLC

Website

(312) 281-4600

1001 W Glen Oaks Lane, Suite 101

Mequon, WI 53092

SEC#: 801-77952
Years in Business: 9 years

 


Ozaukee County, WI Financial Advisor FAQs

Ozaukee County is located in the southeastern portion of Wisconsin. It is bounded on the north by Sheboygan County, on the east by Milwaukee County, on the south by Washington and Dodge Counties, and on the west by Lake Michigan. The top employer in Ozaukee County, Wisconsin is Kohler Company. They have over 6000 employees and annual revenue of over $5 billion. One of Ozaukee County's best-known features is its location on Lake Michigan. The county has miles of coastline and is a popular spot for fishing, boating, and swimming. Visitors can also enjoy hiking and biking trails, as well as the numerous wineries and restaurants in the area. We've teamed up with top-tier financial advisors to connect you in Ozaukee County, Wisconsin. This is the second smallest county in its state and is situated just north of Milwaukee County, on the western shoreline of Lake Michigan. Its seat is Port Washington, and it belongs to the Milwaukee–Waukesha–West Allis, WI Metropolitan Statistical Area. Some of the major cities nearby are Madison, Chicago, and Fort Wayne. Learn about the top-rated financial advisors in Ozaukee County, Wisconsin with our list below.

When it comes to choosing an investor, you should always make sure they are licensed with the Securities and Exchange Commission (SEC), which means that they have passed all of their exams and had at least 3 years of experience working in the industry.

Financial advisors play many critical roles which include helping you think strategically about your investment portfolio, setting up comprehensive retirement and savings plans for you, managing any IRS liabilities (such as taxes), and more.

A successful relationship with a financial advisor means creating personalized strategies for meeting or exceeding clients' investment objectives while satisfying personal needs.

What investment benchmarks do you use? Financial advisors should be very well-versed on proper benchmarks to be used that should directly relate to what they're invested in.

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.