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Best Financial Advisors in Eau Claire, WI

Our Recommended Top 9

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Eau Claire financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

24Reviewed

18Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Eau Claire, WI
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Eau Claire, WI

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Eau Claire? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2779 South Hastings Way, Suite B, Eau Claire, WI 54701
Visit WebsiteLicense: 6110336

Expertise.com Rating

Review Sources

Facebook
5.0 (17)

Why choose this provider?

Integrated Wealth Partners serves clients in Eau Claire and the surrounding areas. It is an independent wealth management firm that offers financial advice based on each client's long-term and short-term goals. The company approaches investment decisions with a holistic philosophy, reviewing factors such as insurance, taxes, and income sources. Founder Justin Zoromski has almost a decade of industry experience and previously served as the Big Rivers chapter president of the National Association of Insurance and Financial Advisors.

  • Certified Financial Planner (CFP)

601 S. Farwell Street Suite A, Eau Claire, WI 54701
Visit WebsiteLicense: 111429

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Mainstreet Capital Management offers financial solutions to individuals in Eau Claire and the neighboring communities. The firm responds to client inquiries about investing principles and strategies, risk management, estate planning, and retirement investing and distribution strategies. It provides money-purchase and profit-sharing plans, as well as long-term care and disability insurance, government securities, brokerage accounts, and treasury notes. Its president, Steven Flaten, has been acknowledged by the Consumers Research Council of America as one of "America's Best Financial Planners".

  • Retirement Planning

2523 W. Folsom Street, Suite A1, Eau Claire, WI 54703
Visit WebsiteLicense: 5337043

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Decades Financial LLC caters to individuals and families in the Eau Claire metro and the surrounding areas. It offers financial planning services, which help clients maximize and manage their wealth. It also deals with investment and retirement planning. Its work process involves discovering the customers' goals and priorities, analyzing their financial status, and developing customized plans suited to their situation. Michael Brahmer, one of the financial advisors, brings over 15 years of industry experience. He holds the CFP designation.

  • Certified Financial Planner (CFP)

301 Water Street, Eau Claire, WI 54703
Visit WebsiteLicense: 146051

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Why choose this provider?

Veracity Capital Management helps clients achieve financial independence in Eau Claire, incorporating their unique goals to develop personalized wealth management plans. It evaluates the clients' cash flow, taxes, and retirement plans and creates strategies that match their goals. Its team also builds and monitors clients' investment portfolios. It offers estate planning services, such as estate and probate settlement, tax strategies, and probate avoidance strategies, to protect families and reduce risk exposures. Craig Falkner, the firm's CFA, has almost two decades of industry experience.

  • Estate Planning

826 South Hastings Way, Suite 1, Eau Claire, WI 54701

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Affinity Asset Management is an independent financial firm that helps Eau Claire clients plan for their financial future. Its team offers a wide array of financial planning solutions, including investment management, retirement planning, estate planning, and risk management. One of the company's consultants, Gregory Edwards, uses his more than 25 years of experience in the financial services industry when guiding clients toward achieving their financial objectives. He is a Certified Financial Planner and an Accredited Investment Fiduciary.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2420 Rivers Edge Drive, Altoona, WI 54720
Visit WebsiteLicense: 168219

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Orgel provides fiduciary financial planning and advisory services in Eau Claire to individuals, business lenders, retirement plan sponsors, and non-profit organizations. Its investment research team develops portfolios that are tailored to the needs and expectations of its clients. Its staff members also contribute to the creation of roadmaps for tax strategies, estate planning, and asset protection. Benjamin Kanz, the company's managing director, is a Certified Financial Analyst (CFA). He has over 22 years of experience in the industry.

  • Private Wealth Advisor

1565 Bluestem Blvd, Altoona, WI 54720

Expertise.com Rating

Why choose this provider?

Bernicke Wealth Management, Ltd. is a multi-disciplinary firm that serves individuals, businesses, investors, and nonprofits in the Eau Claire area. It provides clients with various services, including investment management, tax minimization, retirement planning, and estate planning. Its process includes conducting meetings with clients to gather financial information and objectives, identifying financial strengths and weaknesses, and reviewing plans and goals on a regular basis. Ty A. Bernicke, the president and executive wealth manager of the firm, was recognized as being a best-in-state wealth advisor by Forbes.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Eau Claire, WIFree Consultation
Integrated Wealth Partners
2779 South Hastings Way, Suite B, Eau Claire, WI 54701
Mainstreet Capital Management
601 S. Farwell Street Suite A, Eau Claire, WI 54701
Decades Financial LLC
2523 W. Folsom Street, Suite A1, Eau Claire, WI 54703
Veracity Capital Management
301 Water Street, Eau Claire, WI 54703
Affinity Asset Management
826 South Hastings Way, Suite 1, Eau Claire, WI 54701
Orgel
2420 Rivers Edge Drive, Altoona, WI 54720
Bernicke Wealth Management
1565 Bluestem Blvd, Altoona, WI 54720

Eau Claire, WI Financial Advisors FAQs

  • Do you need to have multiple investments in Eau Claire for you to be able to work with an investment advisor?

    No. You do not need to have multiple investments in Eau Claire to be able to work with an investment advisor. Even if you have just started saving, you can consult with an investment advisor to help you grow your wealth. Your advisor can help you manage your assets, including your house and retirement accounts.

  • How does a 529 plan work in Eau Claire?

    A 529 plan in Eau Claire is a state-sponsored program aiming to help parents or guardians save for their beneficiaries' higher education. Individuals can create an account for anyone, regardless of their age. Starting January 1, 2024, beneficiaries of 529 plans can roll over up to $35,000 into a Roth IRA to avoid tax penalties. Under new rules, a 529 plan can repay student loans up to $10,000.

  • How to properly allocate your assets in Eau Claire?

    To properly allocate your assets in Eau Claire, you must determine your time horizon, investment goals, and risk tolerances. If you have a long investment horizon, higher allocations to equities may help you accumulate wealth. In contrast, if you have a shorter time horizon, higher allocations to non-equities may provide better potential for stability. Since investments with more potential also entail greater risk, your asset allocation must align with your objectives. They have a higher chance of loss and are far more volatile.

  • Are custodial accounts in Eau Claire taxable?

    Yes. Investment income from a custodial account in Eau Claire is taxable. The child's unearned income is taxed at the parents' or guardians' marginal estates. It applies to children between 19 and 23 years old if the beneficiary is a full-time student. The so-called kiddie tax is obtained from unearned income in any given year.

  • What are your charitable giving options in Eau Claire?

    You may choose between Donor-Advised Fund and Private Foundation charitable giving in Eau Claire. The donor-Advised Fund has minimal administrative expenses and a low minimum initial funding requirement. However, you can only donate to 501(c)(3) public charities. In contrast, Private Foundation has a higher minimum initial funding and a wide range of philanthropic options, from public and private foundations to non-profit organizations.