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Best Financial Advisors in Eau Claire

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Eau Claire, WI
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Eau Claire, WI

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
301 Water Street, Eau Claire, WI 54703
  • Estate Planning

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.

License Verified:

License: 146051

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2523 W. Folsom Street, Suite A1, Eau Claire, WI 54703
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 5337043

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
601 S. Farwell Street Suite A, Eau Claire, WI 54701
  • Retirement Planning

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".

License Verified:

License: 111429

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2420 Rivers Edge Drive, Altoona, WI 54720
  • Private Wealth Advisor

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.

License Verified:

License: 168219

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1565 Bluestem Blvd, Altoona, WI 54720
  • Certified Financial Planner (CFP)

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2779 South Hastings Way, Suite B, Eau Claire, WI 54701
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 6110336

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
826 South Hastings Way, Suite 1, Eau Claire, WI 54701
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • 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.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.