Find a Financial Planner in Waukesha County, WI

 

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

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We Only Work With The Best Waukesha 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 Waukesha County, WI


  • Financial Advisor Close to Waukesha 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 Waukesha County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Waukesha County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Waukesha County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.3% of Waukesha 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 Waukesha County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Waukesha County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Waukesha County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Waukesha County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Waukesha 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 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 Waukesha 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 Waukesha 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 Waukesha County, WI

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

  • Population: 400,475
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,301
  • Average Household Income: $114,713
  • 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 Waukesha County, WI


COORDINATED CAPITAL SECURITIES, INC.

Website

(608) 221-4545

704 Riverplace Commerce Center Iii

Madison, WI 53716

SEC#: 801-111070
Years in Business: 4 years

MADISON INVESTMENT ADVISORS, LLC

Website

(608) 274-0300

550 Science Drive

Madison, WI 53711

SEC#: 801-52751
Years in Business: 25 years

MENDOTA FINANCIAL GROUP, LLC

Website

(608) 223-9211

634 West Main Street
Suite 302
Madison, WI 53703

SEC#: 801-67644
Years in Business: 14 years

FINANCIAL WEALTH MANAGEMENT, LLC

Website

(608) 276-9691

440 Science Drive
Suite 302
Madison, WI 53711

SEC#: 801-67249
Years in Business: 14 years

THOMPSON INVESTMENT MANAGEMENT, INC.

Website

(608) 827-5700

1255 Fourier Drive
Suite 200
Madison, WI 53717

SEC#: 801-62562
Years in Business: 17 years

MEMBERS CAPITAL ADVISORS, INC.

Website

(608) 665-8244

5910 Mineral Point Rd

Madison, WI 53705

SEC#: 801-18140
Years in Business: 38 years

JOHN F SUBY WEALTH MANAGEMENT LLC

Website

(608) 273-3100

2901 West Beltline Hwy
Suite 201
Madison, WI 53713

SEC#: 801-70434
Years in Business: 12 years

WALKNER CONDON FINANCIAL ADVISORS LLC

Website

(608) 234-4127

3418 Monroe Street

Madison, WI 53711

SEC#: 801-114882
Years in Business: 2 years

RMR WEALTH ADVISORS LLC

Website

(608) 663-7676

400 Interlake Drive
Suite 200
Madison, WI 53716

SEC#: 801-70487
Years in Business: 12 years

HARBOUR INVESTMENTS, INC.

Website

(608) 662-6100

575 D'Onofrio Drive
Suite 300
Madison, WI 53719

SEC#: 801-29185
Years in Business: 34 years