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 Milwaukee, 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 Milwaukee, WI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jason Lacey
CFA, CFP®, AEP®
PJS Investment Management
Cedarburg, WI
Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Assessment, Life Transition Assistance
Our focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination.
Drew Lanphear
CFP®, RICP®
Dickmeyer Boyce Financial Management
Milwaukee, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Debt Management
Fee-Only financial planner located in Milwaukee, WI, serving clients locally and across the country
Brian Clarke
CFP®, MBA
Clarke Financial Counsel, LLC
Whitefish Bay, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hourly Financial Planner
Ben Smith
CFP®, CSRIC®™®
Cove Financial Planning, LLC
Milwaukee, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investing (SRI), Cash Flow and Budgeting, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients locally and virtually across the country with no account minimums.
Erik Kroll
CFP®
Hilltop Financial Advisors | Student Loans Over 50
Milwaukee, WI
Specialties: Comprehensive Financial Planning, Student Loans, Retirement Planning, Investment Management
Fee-Only Financial Planner serving the Milwaukee, WI area and clients across the country
Ryan Rink
CFP®, EA, ChFC®, CLTC®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Retirement Planning, Insurance Strategies, Charitable Planning
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Scott Wellens
CFP®
Fortress Planning Group
Pewaukee, 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
Andrea Bulen
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Inheritance and Sudden Wealth, Medicare Planning, Strategies for Women and Wealth
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Robert L. Riedl
CPA, CFP®, AWMA®, CFC®
Endowment Wealth Management Inc.
Waukesha, 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.
Brian Behl
CFP®, CRPC®
Behl Wealth Management
Delafield, WI
Specialties: Retirement Income Planning, Tax Planning, Comprehensive Financial Planning, Lifetime Tax Minimization , Investment Management, Social Security Strategies, Inheritance
Fee-Only financial planner located in Delafield, WI, serving clients locally in Waukesha County and across the country.
Mark Ziety
CFP®, AIF®
WisMed Financial, Inc.
Ixonia, 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.
Jared Andreoli
CFP®, CSLP®
Simplicity Financial, LLC
Milwaukee, WI
Specialties: Comprehensive Financial Planning, Student Loan Strategy, Cash Flow Management, Tax Planning, Investment Management
Fee-Only financial planner located in Milwaukee, WI, serving clients locally and across the country
Paul Borges
CFA®, CFP®, MSc
Borges Financial
Brookfield, WI
Specialties: Advice Only Financial Planning, Customized Investment Planning/Strategy, Financial Goal Setting, Tax Planning, Retirement Planning, Debt Management, Estate Planning, Education Planning, Cash Flow Optimization, Risk Management/Insurance Planning, Employee Benefits Optimization, Equity Compensation Strategies
Hourly Advice-only financial planning and goals based wealth management for a flat fee. Serving clients locally in Milwaukee, WI across the country.
Kevin Reardon
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Planning Issues for Business Owners, Inheritance, Generational Wealth
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Brian Ellenbecker
CFP®, EA, CIMA®, AEP®, CPWA®, CLTC®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Tax Planning, Social Security Strategies, Estate Planning, Medicare Planning
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Andrew Ish
CFA, CPA, CFP®
Prepared Financial Planning LLC
Milwaukee, WI
Specialties: Comprehensive retirement planning, Customized, tax-aware investment management, Tax planning advice, Insurance and risk management assessments, Estate planning recommendations, Strategic philanthropic gifting strategies, College planning
Tax-optimized financial planning and investment management tailored for retirement-focused couples, medical professionals, and growing families. Located in Milwaukee, 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)
