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Financial Advisors in Madison, Wisconsin (Dane County)

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.

Highlights: Fee Only, Wealth Management, Legacy Planning, Investment Policy Statements, Young Investors, Retirement Planning, Charitable Planning, 403B Plans, Financial Planning Advice And Services, NAPFA Member, Independent Investment Advisor, Income Tax Planning, 401k Rollover, Certified Financial Planner, Family Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Registered Investment Advisor, Advisory And Investment Management, Debt Management
Perk Planning
Madison, WI

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... See More

Wegner Asset Management provides independent, objective, and personalized private wealth management to a small and exclusive clientele of families, small business owners, trusts, and estates.

Shannon Wegner
Madison, WI

Financial planning in Madison, WI 53705.

Wegner Asset Management
6 miles from Madison, WI

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... See More

Fiscal Fitness, LLC
10 miles from Madison, WI

Kathryn Hankard, BS, CFP, RICP
We provide straightforward, objective advice to help people make the most of their money. All work is project-based; no net worth or income requirements. We can help with retirement planning, investments, insurance, d... See More

Fortress Planning Group
57 miles from Madison, WI

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.

Highlights: Independent Investment Advisor, Legacy Planning, Investment Services, Rollover Of 401k Or IRA, Retirement Planning, Investment Policy Statements, 403B Plans, Certified Financial Planner, Sustainability, Fee Only, Investment Management, Advisory And Investment Management, Young Investors, Registered Investment Advisor, Financial Planning Advice And Services, Charitable Planning, Mutual Funds, IRA, Estate Planning, Retirement Income Planning
Shakespeare Wealth Management Inc.
57 miles from Madison, WI

Andrea Bulen, BS, CFP, MS
Fee-Only financial planners provide objective advice without influence from commissions or referrals.
At Shakespeare Wealth Management, we focus on providing tailored, thoughtful financial advice that lays the foundation fo... See More

Voyager Capital Management, LLC
59 miles from Madison, WI

Robert Anderson, AIF, CFP

Keil Financial Partners
63 miles from Madison, WI

Create a consistent retirement income with our 5-step retirement income process:
Turn your retirement savings into income
Control and protect your lifetime income
Minimize your taxes throughout retirement

Highlights: Fiduciary, Investment Services, Certified Financial Planner, Wealth Management, Legacy Planning, Comprehensive Financial Planning, Investment Management, Disability Income & Long Term Care Insurance, Financial Planning, Advisory And Investment Management, Independent Investment Advisor, Retirement Distribution Plan, Professional Wealth Management, Investment Consulting, CFP ®, Retirement Planning, Retirement Income Planning, Income Tax Planning, Financial Planning Advice And Services, Rollover Of 401k Or IRA
Casey J. Berrall, CIMA
65 miles from Madison, WI

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.

Highlights: Financial Planning For Women, Hourly Financial Planning, Charitable Planning, Mutual Funds, Trustee Services, Stocks, 403B Plans, Retirement Planning Advice And Services, 401K Consulting, Strategic Tax Planning, Retirement Planning, Financial Planning Advice And Services, Accredited Investment Advisor, Passive Investment Strategies, Investment Services, Investment Policy Statements, Registered Investment Advisor, Retirement Planning., Advisory And Investment Management, College Planning
Direction Financial Management, LLC
65 miles from Madison, WI

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... See More

BKM Wealth Management
65 miles from Madison, WI

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

Highlights: Mutual Funds, Corporate Bonds, Financial Planning Advice And Services, Registered Investment Advisor, Investment Services, Fiduciary, 401K Consulting, Family Financial Planning, Retirement Planning, Wealth Management, CFP ®, 401k Rollover, Stocks, Debt Management, Socially Responsible Investments, 403B Plans, Investment Policy Statements, Business Planning, Estate Planning, Independent Investment Advisor
Financial Strategies Inc.
65 miles from Madison, WI

James Cantrell, CFP
Financial Strategies, Inc. is a fee-only, financial planning and investment management firm providing a level of service we call Private Client Service. Private Client Service is the process of coordinating the many aspects of you... See More

Matthew M. Kons, CFP, CDFA
65 miles from Madison, WI

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and focus on retirement and retirement income planning, business 401k plans, and divorce financial planning.

Highlights: Young Investors, Retirement Planning, Team Approach, Investment Management, Business Planning, Retirement Distribution Plan, NAPFA Member, CFP®, Income Tax Planning, Roth IRA, Financial Advisor, Independent Investment Advisor, Education Planning, Medical Professionals, Stock Options, Special Needs Planning, Charitable Planning, Financial Planners, Financial Planning, 403B Plans

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