Find a Financial Planner in Winnebago County, WI

 

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

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We Only Work With The Best Winnebago 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 Winnebago County, WI

  • Financial Advisor Close to Winnebago 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 Winnebago 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 Winnebago 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 planners in Winnebago County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
19.4% of Winnebago 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 Winnebago County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Winnebago County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Winnebago County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Winnebago 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Winnebago 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 Winnebago 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 Winnebago 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 Winnebago County, WI

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

  • Population: 170,411
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $153,600
  • Average Monthly Housing Cost: $881
  • Average Household Income: $77,772
  • 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 Winnebago County, WI


NORTH STAR ASSET MANAGEMENT INC

Website

(920) 729-7900

134 E. Wisconsin Ave.
One Neenah Center, Suite 300
Neenah, WI 54956

SEC#: 801-52034
Years in Business: 24 years

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Website

(920) 727-1137

18 Jewelers Park Dr
Ste 200
Neenah, WI 54956

SEC#: 801-39679
Years in Business: 29 years

AEGIS FINANCIAL

Website

(920) 233-4650

530 N Koeller St

Oshkosh, WI 54902

SEC#: 801-117229
Years in Business: 1 years

WINDWARD WEALTH STRATEGIES, INC.

Website

(920) 230-2215

2370 State Road 44
Suite A
Oshkosh, WI 54904

SEC#: 801-81031
Years in Business: 6 years