Financial Advisors in Mequon, Wisconsin (Ozaukee County)

Robert Anderson, AIF, CFP

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.

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

Financial planning in Madison, WI 53705.

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.

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