Best Financial Advisors in Janesville

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Last updated: October 1, 2022

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Janesville, WI

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.

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Bates Financial Group, Inc.

8437 Northern Avenue, Rockford, IL 61107

Certified Financial Planner (CFP)

Bates Financial Group, Inc. has been serving communities like Janesville for over 50 years. Its team of advisors, which includes trust officers, insurance professionals, attorneys, and accountants, provides solutions to meet the goals of each customer. The service professionals design a long-term projection of retirement funds, provide tax-advantaged wealth transfer solutions, and assist in the prevention of legal asset claims. They also provide business guidance on how to arrange ownership and make the most of the purchase of life insurance to pay off business loans.

Chad J. Karl

33 E. Racine St, Janesville, WI 53545

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Chad J. Karl is a veteran-owned business with offices in Janesville and Elkhorn. The independent wealth management firm offers financial planning services for pre-retirees and retirees. Its in-house real estate agent and accountant help clients manage large assets and prepare taxes. Its team also advises young professionals and families on matters concerning investments, insurance, taxes, and estates. Company namesake Chad J. Karl is a CFP with more than 25 years of trade experience. He has a background in economics and finance.

Cutler Financial Group, Inc.

116 Janesville Street, Oregon, WI 53575

Retirement Planning

Cutler Financial Group, Inc. serves clients in Janesville and the surrounding areas. This firm offers a variety of financial advisory services, including investment management, retirement planning, and asset allocation. It also provides services for alternative investments, life and long-term care insurance, and annuities planning. The company's CEO, Levi D. Cutler, is a Certified Financial Planner and an Accredited Investment Fiduciary. He has been working in the financial advisory industry for more than 15 years.

Family Wealth Advisors

545 Village Walk Lane, Suite C, Johnson Creek, WI 53038

Certified Financial Planner (CFP)

Family Wealth Advisors is a full-service financial services firm serving Janesville and its surrounding communities. It offers a wide range of financial products and services for individuals and families, including wealth management, mutual funds, traditional brokerage strategies, fixed-income investments, and life and long-term care insurance. Programs are available for different financial needs such as retirement, estate, and Medicare. The firm's president, Jeffrey J. Biro, is a Certified Estate Planner and a Registered Financial Consultant who has helped more than 5,000 families since 1982.

Financial Impact Advisors

37 Milwaukee Ave E PO Box 368, Fort Atkinson, WI 53538

Certified Financial Planner (CFP)

Since 1974, Financial Impact Advisors has been assisting individuals in Janesville. The company conducts financial assessment, social security analysis, risk management planning, and business valuation to assist its clients in their pursuit of true wealth. It helps with retirement planning by reviewing a jobholder's contributions and adjusting asset allocations as needed. Financial Impact Advisors has received the Icons & Innovators award from InvestmentNews. Other services include estate planning, such as the creation of a will or trust, as well as credit protection.

Focus Financial Advisors

6870 Rote Road Suite 101, Rockford, IL 61107

Estate Planning
Retirement Planning

Focus Financial Advisors is an independently owned firm that serves the Janesville metro and its nearby communities. It assists clients with their financial concerns by providing numerous services that are customizable to better fit their specific needs. It offers asset allocation, investment management, savings and cash flow analysis, and risk reduction. In addition, small business, estate, retirement, and tax planning services are also available. Focus Financial Advisors has been in operation for more than 35 years.

FORM Wealth Advisors

431 Geneva National Ave.,, South Lake Geneva, WI 53147

Certified Financial Planner (CFP)
Retirement Planning

FORM Wealth Advisors provides risk management solutions in Janesville and nearby areas. It helps individuals, families, and business owners obtain financial security through its tax, investment, and estate planning services. The company also creates retirement and insurance plans tailored to clients' lifestyles and financial goals. In addition, its specialists handle wealth management matters. CEO and founding partner Tyson Ray has been in the industry for over 20 years. He holds CFP, CIMA and CExP designations.

FSM Wealth

1 Parker Place Suite 495, Janesville, WI 53545

Certified Financial Planner (CFP)

FSM Wealth, a team of financial professionals, has been serving Janesville and nearby areas since 1985. To help individuals reach their goals at different life stages, it conducts an in-depth financial profile assessment and creates a plan based on savings and investments. Its advisors, who hold the CFP, AIF, CLU, and AAMS designations, also use risk management and education, succession, retirement, and estate planning techniques. FSM Wealth volunteers for the MDRT Foundation and Habitat for Humanity.

IAG Wealth Partners

N19W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Certified Financial Planner (CFP)

IAG Wealth Partners serves Janesville retirees, business owners, families, and professionals. The independent wealth management group offers investment, insurance, and income management and succession, retirement, and estate planning. Its comprehensive approach helps clients grow their wealth even in retirement, so they have a legacy to pass on to their families' next generations. IAG Wealth Partners has been operating for 30 years. Founder Lori A. Watt is a Certified Financial Planner. She has been included in Forbes' Top Women Wealth Advisors for 2021 and Best in State for 2022.

John A Locke III

One Parker Place, Suite 105, Janesville, WI 53545

Certified Financial Planner (CFP)

John A Locke III is a financial consultant with Cornerstone Wealth Services, assisting individuals and families in Janesville. He offers offensive and defensive financial planning solutions for retirement, long-term care, taxation, Social Security, and legacy. He assists with risk management policies for life, cyber liability, and personal articles. His office also provides investment management services that reflect the risk tolerance of each client. John has received the Certified Financial Planner designation and is a CLU professional.

kf. Wealth Management

101 E Milwaukee St, Suite 428, Janesville, WI 53545

Certified Financial Planner (CFP)

kf. Wealth Management serves Janesville business owners, families, and professionals. It offers financial planning services, including investment, retirement, education, and estate planning. It caters to retirees and those who plan to retire in five years, helping them achieve financial independence for a comfortable retirement. The company offers insurance products, such as life, and disability income insurance, from Northwestern Mutual. Wealth management advisor Matthew Krueger is a Chartered Life Underwriter. He has received the Quality Award from the National Association of Insurance and Financial Advisors.

Life Circle

604 Pleasant St., Beloit, WI 53511

Retirement Planning

Life Circle is a firm that serves clients in Janesville. It provides financial planning and investment management services to help people lead the life they want and manage their wealth. Its six-step process involves crafting its clients' visions for the future and identifying challenges, taking detailed assessments of their financial situations, drafting plans, making recommendations to achieve their goals, providing the tools to implement their objectives, and reviewing to update plans as needed. Life Circle president Prudence A. Harker is a Certified Financial Planning professional.

Madison Investments

550 Science Drive, Madison, WI 53711

Certified Financial Planner (CFP)

Madison Investments has been serving residents of Janesville since 1974. Its team members offer strategies on a variety of investments to help clients manage their wealth. They advise on fixed income assets, demonstrating tax efficiency and corporate governance strategies. The team also manages equity, multiple assets, and insurance plans on a local and international scale. Rich Eisinger, one of the principals, has been in the industry since 1994. He is the co-head of the investments department and a member of the board of directors.

Remagiment Advisors

2924 Marketplace Drive, Suite 100, Fitchburg, WI 53719

Certified Financial Planner (CFP)

Remagiment Advisors caters to the financial planning needs of families and entrepreneurs in Janesville. Its team members assist clients in achieving goals like sustainable income and asset preservation. They create plans and find solutions for their retirement, estate, and charitable giving concerns. They build wealth preservation plans for multiple generations of families, including children's education and risk management. The team also works with women in implementing gender-specific financial strategies. Team member Andy Davis holds CFP, AAMS, and APMA certifications.

Retirement Plan Advisors

3618 Ridge Drive #150, Janesville, WI 53548

Retirement Planning

Retirement Plan Advisors serves the locals, specifically the public sector, in and around the Janesville metro. This independent advisor provides plan design, onsite employee education, and investment advisory solutions. It assists in delivering a comprehensive, full-service approach to employers meeting their fiduciary obligations and to employees who want to take advantage of their retirement plan. Retirement Plan Advisors was established in 2000 as a response to the declining face-to-face client interactions. Joshua Schwartz heads the firm and leads the health care funding offerings.

RMR Wealth Advisors

400 Interlake Drive, Ste 200, Madison, WI 53716

Certified Financial Planner (CFP)

RMR Wealth Advisors offers consulting, management, and planning services for wealth, retirement, family finances, and businesses, catering to entrepreneurs, professionals, and affluent residents of Janesville. This independently owned and operated financial advisory firm is staffed by two Certified Financial Planners and a Chartered Financial Analyst who work closely with clients to understand their unique situations and create custom financial plans that meet their needs and goals. RMR Wealth Advisors brings over 70 years of collective industry experience.

Uncommon Cents Investing

1215 Suffolk Drive Unit 100, Janesville, WI 53546

Certified Financial Planner (CFP)

Uncommon Cents Investing is a locally owned financial advisory firm in Janesville that handles the needs of local residents. The firm provides clients with comprehensive financial services, which include retirement planning and investment management. Its solutions include understanding its clients' needs, providing consultations on different aspects of their financial lives, developing and managing their custom portfolios, and offering them 24/7 access to their accounts. Uncommon Cents Investing has more than four decades of experience assisting clients in enhancing their financial lives through its services.

Walkner Condon

3418 Monroe Street, Madison, WI 53711

Tax Planning

Walkner Condon is an SEC-registered independent financial advisory firm that serves the Janesville metro and surrounding areas. Since 2012, it has been helping hard-working and successful individuals face their financial futures with confidence and clarity by offering personalized wealth management, custom investment management, and financial planning solutions. The firm is co-managed by Clint Walkner, who has been a financial advisor since 2001. He holds a bachelor's degree in Business Administration majoring in Accounting and Marketing.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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