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
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 clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Clint Walkner
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Sarah McGinniss
CFP®, CRPS™, ABF
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: Comprehensive Financial Planning, Retirement Income Planning, Investment Management that Fits Your Values, Reducing Taxes, Reviewing Insurance Policies
Fee-Only financial planner for widows and caregivers across the United States.
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.
Bryan Minogue
CFP®, CFA
Kardinal Financial
Madison, WI
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow & Budgeting, Company Benefits, Stock Compensation, Retirement & Education Planning
A flat fee financial advisor for young families and professionals.
Nate Condon
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Real Estate
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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
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 23 states.
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
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Jason N. Schmitt
CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Matt Fizell
CFP®
Harmony Wealth
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Madison, WI, serving clients locally and across the country
Polly Price
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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.
Alicia Vande Ven
Candidate for CFP® Certification
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Keith Poniewaz
Ph.D.
Walkner Condon Financial Advisors
Madison, WI
Specialties: Investing as an American abroad, U.S. & International Currency, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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
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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)
