What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Madison, WI area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Madison, WI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
William McDonald
Retirement Planning Solutions, LLC
Middleton, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Middleton, WI, serving clients locally and across the country
Nate Condon
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Syl Michelin
CFA®
Walkner Condon Financial Advisors
Madison, WI
Specialties: Cross-Border Financial Planning (U.S., French & Swiss citizenship), Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future.
Clint Walkner
Walkner Condon Financial Advisors
Verona, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Bryan Minogue
CFP®, CFA
Kardinal Financial
Madison, WI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement & Education Planning, Tax Planning, Cash Flow & Budgeting, Company Benefits, Stock Compensation
Flat-fee comprehensive financial planning and investment management
Mark Ziety
CFP®, AIF®
WisMed Financial, Inc.
Fitchburg, WI
Specialties: Eliminating Med School Debt, Saving beyond 401(k) or 403(b), Retirement Income Planning, Investment Management, Tax Planning
Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.
Jason Schmitt
CFP®, CPWA®, CCFC®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
We are a fee-only wealth management firm for investors who want their money to help them fulfill their mission in life.
Andrew Klein
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Stan Farmer
CFP®, J.D.
Walkner Condon Financial Advisors
Madison, WI
Specialties: International Financial Planning, International Estate Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future.
Nate Byers
CPA/PFS
Calculated Wealth, LLC
Madison, WI
Specialties: Retirement guardrails, Tax Bracket Management, Estate Plan Design and Maintenance , Tax-efficient withdrawal strategies
Fee-only fiduciary retirement planning firm headquartered in Madison, Wisconsin
Scott Wellens
CFP®
Fortress Planning Group
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Pewaukee and Madison, WI serving clients locally and across the country
Matt Fizell
CFP®
Harmony Wealth
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Helping Business Owners and Physicians create harmony between their work and personal life through Financial Planning. Located in Madison, WI, serving clients locally and across the country.
Ian Beardsley
CPA, MS
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Sarah McGinniss
CFP®, CRPS®™, ABFP™
Savant Wealth Management
Madison, WI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Elliott Appel
CFP®, CLU®, RLP®
Kindness Financial Planning
Madison, WI
Specialties: Retirement Income Planning, Estate Planning Opportunities, Investment Management that Fits Your Values, Reducing Taxes, Reviewing Insurance Policies, Comprehensive Financial Planning
Fee-Only financial planner for kind people approaching or in retirement.
Alicia Vande Ven
CFP®, MS
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Mitch DeWitt
CFP®, MBA
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Robert L. Riedl
CPA, CFP®, AWMA™, CFC®
Endowment Wealth Management Inc.
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning
Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 26 states.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
