Laurels
Best Financial
Advisors in
Milwaukee
2018

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Milwaukee, WI.

ReviewedCuratedTop Picks1529614

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Aegis Wealth Advisors

Aegis Wealth Advisors is an independent advisory firm dedicated to quality, integrity, and superior service to individuals and families throughout the community. The company has been recognized as one of the Top Wealth Managers in Milwaukee and uses the latest technologies and knowledge to provide the highest level or service to clients, always at competitive, fee-only rates. No matter the client's needs and goals the company's experts are there every step of the way, from strategic retirement and legacy planning to tax mitigation, investment strategies, and education planning.

Hartland, WI(262) 369-5200

Website

Affiliated Financial Advisors, Inc.

Affiliated Financial Advisors, Inc. is a trusted name in reliable financial services. The company's financial planners and advisors work hard to provide clients with the tools, knowledge, and support they need to make wise investments, choose the right insurance, and plan for the future. Available services include individual tax planning, preparation, and filing, long-term care insurance planning, and investment strategies, all customized for each client's needs and future goals so they can build a secure and stable financial future for themselves and their children.

Milwaukee, WI(414) 476-4999

Website

CedarPoint Investment Advisors, Inc.

CedarPoint Investment Advisors, Inc. is an independent investment advisory firm that provides personalized service in a range of complex financial areas. The company's advisors work with clients and take a holistic approach to finding innovative and practical solutions for matters like college savings planning, charitable giving strategies, and investment management. The firm serves a broad range of clientele, including physicians, executives, business owners, and individuals, always with a dedication to honesty, reliability, and excellence. Prospective clients can call the firm's toll-free number to request a consultation.

Delafield, WI(262) 303-4503

Website

Financial Service Group, Inc.

The experienced financial advisors at Financial Service Group, Inc. understand that financial planning can be an overwhelming experience and strive to be the trusted advisors people need to build a secure and independent financial future. The company has been serving the needs of clients for more than 30 years with a range of fee-only services, beginning with a consultation to let their financial planner understand the unique goals, needs, and circumstances of their clients. From retirement planning to wealth management, Financial Service Group is a name to trust.

Mount Pleasant, WI(262) 554-4500

Website

Heck Capital Advisors

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.

Milwaukee, WI(414) 509-6630

Website

Highland Investment Advisors

Highland Investment Advisors is a local independent firm with a friendly, knowledgeable staff, fee-only pricing, and a range of services for every client's financial needs. The firm's planners and advisors serve the unique needs of individuals, small businesses, and nonprofits, and provide timely and evidence-based advice in matters like investing, estate planning, business succession, and retirement funding. Customers can call the firm's toll-free number or fill out the contact form on the website to schedule a consultation and get started on the path to financial security.

Mequon, WI(414) 755-2309

Website

Hogan Financial

Paula Hogan is a Chartered Financial Analyst and Certified Financial Planner and the owner of Hogan Financial. The company provides transparent, fee-only service to clients in every stage of life, from saving for a child's college education to retirement and long-term care planning. The company's website features a clear listing of fees and available services, including comprehensive personal financial planning and investment management, all designed to help clients work toward financial independence and security. When people need an honest and dedicated advisor on their side, Hogan Financial is there.

Glendale, WI(414) 352-9111

Website

Investors Advisory Group

Investors Advisory Group has been serving the needs of individuals, families, and business owners for more than 30 years. The company offers an extensive range of financial services, including comprehensive wealth management strategies, investment management, retirement planning, and succession planning. The company's advisors strive to form personal relationships with clients and serve as a reliable and honest advisor in all kinds of financial matters. Interested customers can read about the services on the company's website and call or email to get more information and request a consultation.

Waukesha, WI(262) 446-8150

Website

Korbitz Financial Planning

Eric Korbitz, CPA, CFP founded Korbitz Financial Planning to give clients the advice, knowledge, and support they need to create a stable financial future. The company offers personalized service on a fee-only basis to ensure clients receive the best possible service, including options like retirement planning, investment planning, and savings strategies for college or other significant expenses. The company also provides certified accounting to its financial clients, services such as tax planning and tax preparation, all backed by a dedication to accuracy, honesty, and value.

Milwaukee, WI(414) 979-1040

Website

Kowal Investment Group, LLC.

Kowal Investment Group, LLC. has been helping people plan for retirement for more than 30 years. The company's financial experts work to create personalized strategies for each client's needs, whether they need to manage and protect family wealth, reduce taxes, or build a substantial investment portfolio. The company also provides specialized services to corporate clients, including fee structure analyses, fiduciary management, and corporate qualified plan assessments. Customers can contact the company by phone or online to get started with a personalized consultation.

Waukesha, WI(262) 522-4040

Website

Morgan Kenwood Advisors, LLC

Morgan Kenwood Advisors, LLC was founded in 1985 to provide reliable, fee-based financial services to business owners, families, and individuals. The company's advisors and staff work hand-in-hand with clients to ease the stress of financial planning and offer strategic solutions for a range of important matters, including retirement planning, educational funding, employee compensation plans, and health and disability insurance. Through every stage of life the team at Morgan Kenwood Advisors, LLC is there to help and ensure superior service and communication so clients can enjoy peace of mind.

Greendale, WI(414) 423-4020

Website

Savaglia Investments and Planning

Savaglia Investments and Planning is a team of experienced and innovative financial planners with a passion for being trusted allies to clients. No matter the client's needs and goals, the firm provides personalized service and support every step of the way, whether clients need to minimize investment risks, save for retirement, or get up-to-date advice about tax and insurance strategies. The advisors work as allies to their clients and offer continuous communication and honest advice to ensure the highest level of service at every stage.

Oak Creek, WI(414) 768-1984

Website

Spectrum Investment Advisors

Spectrum Investment Advisors provides knowledgeable, unbiased, and up-to-date counsel and support to clients in an extensive range of financial matters. The company's advisors form personal relationships with clients and serve as trusted advisors in matters of retirement planning, employee education, and wealth management. The advisors create strategic plans designed to enhance and protect wealth and survive economic changes so clients can get peace of mind knowing their financial future is in good hands, whether they need to save for the future, fund a child's education, or protect investments.

Mequon, WI(800) 242-4735

Website

WJS Wealth Management, Inc.

When people need a knowledgeable and honest advisor the team at WJS Wealth Management, Inc. is there to help. In a busy and complex world, it can be difficult to make smart financial plans and understand the options, risks, and benefits, and the company's advisors specialize in providing the answers clients need. Whether the goal is to save for a grandchild's education, mitigate taxes, or build a comfortable retirement plan, the advisors provide personalized and strategic advice and knowledge to ensure clients make wise choices.

Brookfield, WI(262) 797-7960

Website

Wrong city? Here are some nearby places: