Find a Financial Planner in Waukesha, WI

 

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

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We Only Work With The Best Waukesha 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, WI


  • Financial Advisor Close to Waukesha, 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 Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Waukesha area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Waukesha is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.9% of Waukesha'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 area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Waukesha area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 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 Waukesha 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 Waukesha 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 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 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, 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, WI

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

  • Population: 72,412
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $216,000
  • Average Monthly Housing Cost: $1,093
  • Average Household Income: $81,370
  • 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, WI


KOWAL INVESTMENT GROUP, LLC

Website

(262) 522-4040

W238 N1660 Busse Rd.
Suite 100
Waukesha, WI 53188

SEC#: 801-119756
Years in Business: 0 years

GLOBAL VIEW CAPITAL MANAGEMENT, LTD

Website

(262) 650-1030

N14 W23833 Stone Ridge Dr - Suite 350

Waukesha, WI 53188

SEC#: 801-72887
Years in Business: 9 years

STERLING CAPITAL MANAGEMENT INC

Website

(262) 970-9700

1801 Jennifer Lane

Waukesha, WI 53186

SEC#: 801-54107
Years in Business: 24 years

DRAKE & ASSOCIATES, LLC

Website

(414) 409-7226

2212 E. Moreland Blvd Suite 200

Waukesha, WI 53186

SEC#: 801-115301
Years in Business: 2 years

IAG WEALTH PARTNERS, LLC

Website

(262) 446-8150

N19 W24200 Riverwood Drive
Suite 150
Waukesha, WI 53188

SEC#: 801-70404
Years in Business: 12 years

PROVIDENT TRUST COMPANY

Website

(262) 521-2300

N16 W23217 Stone Ridge Drive
Suite 310
Waukesha, WI 53188

SEC#: 801-58213
Years in Business: 20 years

FINANCIAL SOLUTIONS, LLC

Website

(262) 542-5200

1900 Airport Road
Suite A
Waukesha, WI 53188

SEC#: 801-107129
Years in Business: 5 years

DANA INVESTMENT ADVISORS INC

Website

(262) 782-3631

20700 Swenson Drive, Suite 400

Waukesha, WI 53186

SEC#: 801-14828
Years in Business: 41 years