Financial Advisors in Wisconsin

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As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and specialize in retirement planning and income planning and corporate retirement plans.

As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

Jason Lacey, CFP, M.Ed., MS
PJS Investment Management is a comprehensive investment advisory and portfolio management firm dedicated to the wealth management needs of our clients. We have access to over seven decades of combined investment experience based on sound research, knowledge, integrity, and a highlevel of personal service. At PJS Investment Management we are committed to enriching the lives of our clients by delivering first class investment management services, unsurpassedclient satisfaction, and financial peace of mind.... See More

Ryan Wempe, CFP

D. Alfred Jones, CFP, JD, MBA
Jones Financial Consulting was formed in 2007 because we recognized that individuals are searching for independent, objective, and unbiased advice. We believe that a client making informed confident decisions is the key to the client's long term financial success. We do not sell investment or insurance products. We are compensated by clients strictly for the advice and assistance we provide.

We specialize in comprehensive financial planning and investment guidance for pre-retirees and retirees, as well as others who must make significant financial decisions with confidence. This includes those who are selling a business, receiving a significant inheritance, finalizing a divorce, or making important financial decisions after the death of a spouse.

Topics and issues to consider may include: Retirement plans and retirement projections Social security, pension benefits, and annuities Investments: diversification, risk and return expectations, risk tolerance, quality of individual investments, investment expenses, and tax planning Risk management and insurance coverage Use of employee benefit plans Roth conversions Estate planning
Our services are flexibly designed for clients who: take a do-it-yourself approach but want another opinion or a sounding board; work with several advisors and want an independent resource to coordinate services and advice from multiple sources; want to delegate investment management responsibility over some or all of a portfolio to an independent Registered Investment Advisor.... See More

Kurt Mueller, CFP, CRPC
"Fee Only" Financial Planning and Investment Advice. Member Garrett Planning Network. Member Financial Planning Association @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);

Diane Esser, CFP, CPA, RICP
At Direction Financial Management we plan for what matters. We first get to know you and your life goals. This is the most important step in the process and it becomes the basis for all planning recommendations. We can help you determine where you are now, where you want to be, and provide specific recommendations to get you there. Direction Financial Management is an independent Fee-Only financial planning firm and Registered Investment Adviser located in Germantown, Wisconsin.... See More

Robert Anderson, AIF, CFP

Thomas Batterman, BS, CTFA, JD
Financial Fiduciaries and its predecessor,Vigil Trust & Financial Advocacy, have been providing financial advocacy services to clients since 1988. We are knowledgeable, experienced professionals hired to represent and advocate for clients in their financial decisions, helping them achieve customized solutions to their financial challenges. With our help, our clients make the decisions they would make on their own if they had the time to completely research all of their options and had the training and experience to properly assess these alternatives. As an independent company compensated only by the professional fee we charge for our services, our guidance is not compromised by the conflicts of interest which plague financial conglomerates and other advisers.Personal service is a buzzword in financial services; everyone promises to deliver "exceptional personal service". But what does that really mean? In our case it means that we consider ourselves "on retainer" to help you explore and address any financial issue that comes your way; sort of like your own, personal family financial office. Our doors are open to you at any time to discuss any matter of concern to you no matter how large or small. And it means that we get to know you very well so that when financial recommendations or decisions need to be made, we can put ourselves in your shoes and reach the decision that is perfectly suited to your particular situation.
Visit www.yourfiduciaries.com to learn more.... See More

Kirt Rezek, CFP
At Professional Financial Management (PFM), we take a slightly different approach than other investment advisors. We talk with you rather than talking at you. We listen to your individual needs and desires – rather than discussing the generic “dream” retirement. We believe that success is measured by the comfort and reliability of your lifestyle and your financial situation. Our clients benefit from the knowledge and expertise of our entire team. While you will have a dedicated associate to meet with you and answer all of your questions, internally we review each client situation as a team. Our combined experience and varying areas of expertise allow for constructive brainstorming and formulation of what we believe to be the best course of action for each client. Our unique process of coordinated effort enhances quality, and sets our services apart. ... See More

Lisa Andrews, CFP, CPCU, MBA
Welcome to Perk Planning - your Madison, Wisconsin-based, Fee-only fiduciary.
We love what we do, and we adore our clients. From people just starting their careers to financial whales looking to get out of the commission-based system, we are your go-to resource for financial advice, comprehensive planning and money management. No question too small, no situation too sticky. We're on it. Some of our best qualities: Fee-Only - this allows us to focus on YOU, not products Fiduciary care - the highest standard of care equates to undivided loyalty Tailored advice - your goals and priorities drive the process Respect - for your time, your intelligence, your privacy and your choices Concierge service - you're busy and we're happy to coordinate the details
You should know: Every relationship begins with a complimentary appointment to ensure that we're a good fit for each other We ask a lot of questions to ensure that we understand you and your needs Your needs drive the process Your information is held in the strictest confidence Our long-term goal is to be your financial advisor and advocate for life We offer high quality, no pressure financial guidance and money management tailored to you. ... See More

Shannon Wegner, CFP
Congratulations on narrowing down your search for a financial adviser to the NAPFA website. If I could offer any advice to you after having been in the financial industry for over 20 years, it would be to find an adviser who has a Fiduciary duty to always put your best interest first. By being a NAPFA-registered adviser, you can be ensured that I not only have such a duty, but that I also take that duty very seriously. By choosing a truly independent, fee-only registered investment adviser who is not affiliated with any bank, brokerage firm, or insurance company, your adviser will be working only for you and their other clients, and no one else. But even then you still have some important questions to ask. Is the adviser a CFP professional? When it comes to financial planning, the CFP (Certified Financial Planner) credential is the only one that really carries any weight. Any advisor who is serious about financial planning should have that credential, and obviously the longer they have had it, the better. Who would you rather work with - someone who is not a CFP professional, who only recently became a CFP professional, or who has held that credential for over 15 years? How long has the adviser been in business, and has that business always been dedicated to being a truly independent, fee-only registered investment adviser? Many advisers have only just recently tried to jump on the bandwagon of being independent and fee-only, with some being "fee-based" because they still can't give up their commissions. A business that has been consistently fee-only for almost 20 years proves commitment to its clients. Isn't that something you would want to look for? Please visit my website for more information.... See More

Clint Wondra, CFP, CPA/PFS, CPA, MAcc
Hogan Financial is a Milwaukee-based fee-only financial advisory firm offering portfolio management services and comprehensive planning services to individual and families. The firm is nationally known for thought-leadership in the financial planning field and in particular for combining an understanding of sound economic planning principles with a detailed and nuanced understanding of each client's circumstances and preferences. The Hogan Financial company philosophy is described in this May 2013 Research Magazine cover story and it is delivered on the day-to-day to clients by the firm's team of professional advisors. ... See More