Financial Advisors in Oshkosh, Wisconsin (Winnebago County)

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

Ryan Wempe, 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

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

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

Richmond Financial Services provides comprehensive financial planning for retirement, estates, business, IRA rollovers, endowments, insurance for clients in the Mequon, Thiensville, Ozaukee County, Bayside, River Hills, Fox Point & Whitefish Bay area of Wisconsin.... See More

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.

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 for our customers' long-term success.
One of our biggest advantages to our clients is being a fee-only financial advisor. We don't charge commissions on product sales, so we're not burdened with the conflicts of interest that abound in our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest-not in ours. As a Registered Financial Advisor, we're legally bound to this higher standard.
That's why we chose the name Shakespeare; we believe the advice we give our customers will withstand the test of time and make a difference for generations to come.
To view our corporate video, visit https://www.shakespearewm.com/about-us/... See More

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.

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.

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 your personal financial planning, developing a road map for the attainment of your goals, and harmonizing the management of your investment resources. Each client's financial profile is unique, so we take the time to get to know you and your needs and concerns. Through our interactive process, a detailed plan specific to your situation is initially developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making. Our typical client has between $500,000 and $5 million of invested assets, and wants and deserves a high level of personalized, integrated financial planning and investment management services. These individuals and families recognize the need for an advisor who is experienced, has advanced expertise, and takes the time to get to know them and their financial situation.... See More

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.

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);

Kirk Hackbarth, BBA, CFP, CPA, MS
There is no substitute for experience. After 30 plus years in the financial services industry, there are not a lot of financial issues that are new to me. I have a unique ability to take complex issues and distill them down to simple, understandable concepts. The most satisfying aspect of working in the financial services industry is watching clients live out their dreams. Being part of the planning process offers the ability to shape lives and futures in a positive way. While I love the technical and research aspetcs of the profession, it's watching clients acheive their goals that really provides the most career satisfaction. If I can help my clients by offering a high degree of expertise and experience blended with superior customer service, then I have fulfilled my promise to my clients. ... See More

William Baxter, CFP, ChFC, CLU
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Paladin Partners, LLC is an independent fee-only financial planning firm located in Mlwaukee, Wisconsin. We help our clients clarify their goals, we create a written plan for goal achievement, and we help our clients implement the plan. Following implementation, we monitor progress and provide feedback. Paladin provides financial strategies, consulting services, and investment services.... See More