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
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.
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.
Financial planning in Madison, WI 53705.
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
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
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