Best Financial Advisors in Milwaukee, WI

Spectrum Investment Advisors is a privately held and independent firm that provides unbiased and up-to-date counsel and support to clients in an extensive range of financial matters. Its services include retirement planning, employee education, and wealth management. Serving clients areas in Milwaukee, the team of financial advisors create strategic plans designed to enhance and protect wealth and survive economic changes. The firm has been in the industry for 25 years and has patented the color-coded Spectrum Investor Communication Process.

Financial Service Group Inc. provides wealth management services in the Milwaukee area. With over 35 years of experience, the team of financial advisors offers retirement, elderly life, investment, and tax planning services. It is a relationship-centered consultancy that follows a financial planning methodology that starts with getting to know the client and their needs, monitoring progress, and securing beneficiaries in the event of death. Founder Michael Haubrich is a Certified Financial Planner, along with three other team members.

Planners Financial Group, LLC serves clients in Milwaukee and the surrounding areas. It offers a variety of planning options, including financial, income, and retirement. It also provides strategies for investment types such as mutual funds, traditional and Roth IRAs, stocks, and bonds. The firm provides different insurance types that include life, group health, disability income, and long-term care. Nicholas Ignatowski, Planners Financial Group's founder and managing partner, established the company in 2005. He is a Certified Fund Specialist and Chartered Retirement Plans Specialist.

Rodger Premeau is a retirement planning specialist who serves clients in Milwaukee and the surrounding areas. He designs customized financial programs and strategies to help clients achieve their long-term goals and build their wealth while eliminating their financial risks. His services include retirement planning, life insurance, annuities, and investment. He also specializes in tax management, risk management, and estate planning. He has been in the financial services industry since 2003.

Cream City Investment Services helps clients in Milwaukee secure their future financially. Its advisors guide individuals in developing a financial plan and selecting investments to build a portfolio. They also assist clients in planning for college funds, retirement, and taxes, as well as evaluating life insurance policies. Garren Agle, the firm's director of operations, is a Certified Financial Planner and a member of the Financial Planning Association. He has been a part of the financial services industry since 2004.

Aspiriant is a wealth management firm that serves individuals, families, and businesses in Milwaukee and the surrounding areas. Its team of financial advisors guides clients through tax planning, estate planning, risk management, retirement planning, and business succession. They help clients prepare data-driven, diversified portfolios for investment management. They hold varied professional designations, such as Charted Financial Analyst and Certified Financial Planner. The firm has been featured in various media outlets including Bloomberg, InvestmentNews, and Financial Advisors Magazine.

Wipfli Financial Advisors has been serving the Milwaukee area since 1999. The company is a division of Wipfli, providing personal, family, and business financial solutions, including tax and retirement planning and investment advisory. Its professionals offer personalized monetary advice and recommendations and focus on what's important to the clients and their financial life. The company also supports the CEO Action for Diversity & Inclusion, joining over 900 CEOs pledging to leverage their collective and individual voices for diversity in the workplace.

Marietta Investment Partners is an independent advisory firm that has been serving Milwaukee and the surrounding areas since 2000. It provides custom wealth management solutions that involve investment strategies and portfolios based on the client's assets, risk tolerance, and liquidity and cash flow needs. Its team collaborates with other professionals, such as accountants and lawyers, to further manage income, capital, and growth. The firm also assists with legacy planning which includes philanthropic consulting and tax-efficient wealth transfer strategies.

Simplicity Financial is a fee-only RIA that provides clients in Milwaukee with fiduciary planning and investment management. Simplicity Financial provides physicians with the tools to succeed financially and achieve financial independence. Its financial planning services include tax planning, debt reduction and management, cash flow organization, and retirement planning. The company also focuses on managing student loan debt. President and founder Jared Andreoli, a CFP and CSLP, launched the company in 2017. Simplicity is a member of NAPFA and XYPN

WFA Asset Management serves the locals around the Milwaukee metro and the surrounding communities. The Whitefish Bay-based company provides financial advice via investment management and various planning methods for tax, insurance, retirement, estate, and divorce. Its staff of investment and tax advisors works with the clients in creating a financial plan aligned with both the state of the market and their objectives. WFA Asset Management is a full-service investment advisory firm that has been helping clients navigate the financial world since 1986.

Summit Investment Management has been helping Milwaukee-based individuals plan for their retirement since 1987. The firm gathers a client’s complete financial information to generate a wealth plan that meets their short- and long-term financial needs. It formulates an investment plan, with a client’s risk tolerance in mind, to help them reach their goals. It also assists clients in optimizing their retirement benefits from Social Security. Thomas Carroll, the firm’s vice president, is a Chartered Financial Analyst with over 45 years of industry experience.

KLCM Advisors, Inc., is an independent firm that caters to clients in the Milwaukee metro. It provides wealth management solutions to individuals, families, business owners, corporate sponsors, and institutions. The firm's financial advisors implement strategies designed to improve clients' equity and fixed-income investment portfolios. They also prepare customized retirement plans parallel to clients' budgets. Additionally, they handle tax planning, gifting, and Roth conversation matters. The firm's principal advisors have more than 90 years of combined experience in the financial planning industry.

Beauchamp Maleki Group has been assisting top-tier business owners in Milwaukee since 1999. It helps individuals craft a plan they can follow to experience long-term financial security. The advisors of the company offer retirement and business planning, as well as risk management solutions. They also develop coordinated strategies for building customers' investment portfolios. Beauchamp Maleki Group was recognized by The Financial Times as one of the top advisers in the country in 2020.

Since 1995, NettWorth Financial Group has been serving families, business owners, and individuals in the Milwaukee area. The firm provides a variety of financial solutions, such as portfolio analysis, retirement planning, income, estate, business, and education planning. It has helped over 1000 clients in creating their investment plans by performing a risk tolerance evaluation based on their risk tolerance and time horizon profile. One of its members, Scott Layeux, is a certified retirement counselor who has been working in the industry for over 25 years.

Operose Advisors is a wealth management firm that serves clients in Milwaukee and the surrounding areas. It provides financial advisory solutions to help customers achieve their long-term monetary goals and make informed decisions about their finances. The firm's services include investment policy development, asset allocation, portfolio management, and performance reporting. It also offers alternative investments and outsourced family office services. It uses an institutional approach in providing financial services to customers. Operose Advisors has been in the industry since 2017.

Founded in 1993, Diversified Management Inc. provides financial planning and wealth management to Milwaukee and the surrounding communities. Its advisors help clients make informed choices regarding their finances and assets. Its financial services include asset allocation, investment management, income tax management, life insurance evaluation, education funding, and stock option planning. Clients may also opt for guidance in estate and gift planning, retirement planning, trust administration, and foundation management. Diversified Management Inc. is a member of FPA and NAEPC.

Heck Capital Advisors has been serving clients in an extensive range of financial matters for more than 50 years. The company has a team of experienced investment advisors dedicated to the principles of professional integrity, ethics, and, all ready to meet the unique needs of individuals, families, businesses, and national institutions of all kinds. The advisors listen to clients to understand their goals and circumstances and provide practical and evidence-based solutions designed to maximize investments, minimize risk, build wealth, and create financial independence and security.