Best Financial Advisors in Eau Claire 2022
We scored 23 Financial Advisors in Eau Claire and Picked the Top 8
Here are the Picks:
.jpg&w=3840&q=75)
Advisors Management Group, Inc.
Advisors Management Group, Inc., guides individuals and businesses in Eau Claire and neighboring metros to make informed financial decisions. Since 1988, the firm has been offering financial planning, investment management, tax planning, and business consulting services focused on helping clients achieve their financial goals. It also assists retirees in planning for their retirement income. Additionally, Advisors Management Group caters to the clients' tax preparation and accounting needs. One of its Investment Advisor Representatives, Nathan Deets, is a Certified Financial Planner.
Affinity Asset Management
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.
Bernicke Wealth Management
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.
Decades Financial LLC
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.
Integrated Wealth Partners
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.
Mainstreet Capital Management
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".
Orgel
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.
.jpg&w=3840&q=75)
Veracity Capital Management
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.