Find financial advisors in Wisconsin

Evolution Financial

• Madison, WI

Evolution Financial LLC is a fee-only financial advisory practice dedicated to helping you transition and thrive through every stage of life. What you do with your wealth is highly personal. You can use

Hilltop Financial Advisors

• Milwaukee, WI

Comprehensive, fee-only financial advice for rising professionals and growing families in Milwaukee, WI and beyond. At Hilltop, we believe in delivering a comprehensive suite of financial planning services

Gentian Financial

• Mequon, WI

The families and individuals our team serves know the meaning of true wealth. They care for the well-being of their family and community, and using their financial resources as a well intended tool for

Corporate Valuation Advisors

• Hartland, WI

Corporate Valuation Advisors was founded with offices in Milwaukee, Wisconsin and Philadelphia, Pennsylvania in 1988 when certain individuals including current Managing Directors Larry Knauf, Rich Mills

Wealth Management Milwaukee

• Brookfield, WI

You need someone to provide advice, not sell you products. We do not receive commissions or any ulterior compensation from anything we recommend, allowing you to trust that our recommendations are based

Shakespeare Wealth Management

• Pewaukee, WI

Serving high net worth individuals with investable assets of $1,000,000 or more, who are looking for a strong, lasting relationship with their advisor. More than your financial planner; we are your partner

Du Charme Financial Group

• New Berlin, WI

Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched

Kopp Financial

• Green Bay, WI

Most firms are aloof about this because they are so expensive! Fees vary greatly, but a typical financial advising fee is 1% of your assets per year. That might sound like a low percentage, but it is actually

Financial Planning & Information Services

• De Pere, WI

For over 36 years NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity

Whalen Financial Group

• Schofield, WI

Kerry Whalen, with over 30 years of experience, formed Whalen Financial Group, Inc. to provide a variety of customized solutions to help clients make good decisions for themselves, their family, their