Expertise.com

2024

Last updated:

Best Financial Advisors in Milwaukee

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Milwaukee Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

158Reviewed

102Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Milwaukee, WI
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a fee-only management firm in Milwaukee. Its team is committed to providing unbiased advice to protect the interests of clients. The independent agency serves founders, business owners, corporate executives, CEOs, and ultra-high-net-work families seeking investment management solutions. It also deals with matters related to tax-efficient investments, passive and active strategies, and direct and secondary opportunities. Venturi Private Wealth has been in the industry since 2015 and received the Best-in-State Wealth Advisor Award from Forbes in 2023.

  • Equity Compensation Planning
  • Trust and Estate Planning
  • Tax Planning
  • Private Wealth Advisor
  • Private Foundation Management
  • Business Exit Planning
  • Charitable Giving Strategies
  • Investment Management
  • Alternative Investments
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Milwaukee, WI
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

5005 West Loomis Road Suite 202, Greenfield, WI 53220
WebsiteLicense: 110188

Expertise.com Rating

Why choose this provider?

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.

Milwaukee, WI 53202

Expertise.com Rating

Why choose this provider?

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
WebsiteLicense: CRD # 284578

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

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

  • Estate Planning

6329 West Mequon Road, Mequon, WI 53092

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

735 N. Water Street, Suite 1440, Milwaukee, WI 53202
WebsiteLicense: 287465

Expertise.com Rating

Why choose this provider?

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.

  • Estate and Trust Specialist

731 N Jackson St. Ste 200, Milwaukee, WI 53202
WebsiteLicense: CRD#: 2162761

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning

111 East Kilbourn Ave, Suite 800, Milwaukee, WI 53202
WebsiteLicense: 4736118

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

10909 West Greenfield Avenue Suite 101, Milwaukee, WI 53214
WebsiteLicense: 2409399

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1233 North Mayfair Road Suite 308, Wauwatosa, WI 53226
WebsiteLicense: 7461

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

633 E Henry Clay St, Milwaukee, WI 53217
WebsiteLicense: 106102

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

100 East Wisconsin Avenue, Milwaukee, WI 53202
WebsiteLicense: 108479

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

330 E. Kilbourn Ave, Suite 1180, Milwaukee, WI 53202
WebsiteLicense: 107847

Expertise.com Rating

Review Sources

Facebook
4.8 (73)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

330 East Kilbourn Avenue Suite 1475, Milwaukee, WI 53202
WebsiteLicense: 106680

Expertise.com Rating

Review Sources

Facebook
5.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4812 Northwestern Avenue, Mount Pleasant, WI 53406

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

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.

  • Retirement Planning

N19 W24200 Riverwood Dr, Ste 320, Pewaukee, WI 53188
WebsiteLicense: 146720

Expertise.com Rating

Review Sources

Facebook
4.9 (25)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

330 E Kilbourn Ave, Milwaukee, WI 53202
WebsiteLicense: 2839572

Expertise.com Rating

Why choose this provider?

Northern Oak Wealth Management, Inc. is a registered investment advisor that helps individuals, families, and businesses in Milwaukee make informed decisions regarding their financial picture. Its team of financial advisors provides a comprehensive line of wealth management services, including financial planning, 401(k) and cash balance retirement planning, tax strategizing, trust and estate planning, and business succession preparations. David Becker, the firm's president, has held a Chartered Financial Analyst designation for more than two decades.

  • Certified Financial Planner (CFP)

10000 Innovation Dr. Suite 250, Milwaukee, WI 53226
WebsiteLicense: 109983

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

330 E. Kilbourn Ave., Suite 1475, Milwaukee, WI 53202
WebsiteLicense: 4803124

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning

FAQs

  • 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.

  • When is a traditional IRA in Milwaukee ideal for you?

    A traditional individual retirement account (IRA) might be ideal if you do not currently have a workplace retirement plan like a 401(k). This can also be a supplementary option for the plan sponsored by your Milwaukee employer. A traditional IRA carries tax benefits, including tax deduction eligibility and investment compounding. You can use these to your advantage depending on your unique financial situation.

  • Can you use a traditional self-directed IRA to invest in valuable artwork in Milwaukee?

    No, you cannot protect art pieces under a self-directed IRA. Similar collectibles in Milwaukee, such as jewelry, tangible personal possessions, and wine, are also not allowed. There are plenty of investment options, however—you can direct your IRA to rental properties, tax liens, and private company stocks. While gems are prohibited, investments in precious metals like gold and silver are allowed.

  • Do you need to pay gift tax on a beneficiary’s tuition fees in Milwaukee?

    No. As long as you make a direct payment to the educational institution in Milwaukee, you should not be taxed on a beneficiary’s tuition expenses. This tax exception covers an unlimited amount; however, it only applies to tuition fees. Payments for dormitory and school supplies do not qualify and are therefore subject to gift taxes.

  • Is it feasible to simultaneously plan for retirement and college in Milwaukee?

    Yes, it is feasible to invest in retirement and college simultaneously. You can start by setting targets based on estimated college and retirement expenses in Milwaukee. Work backward from these targets and determine if your current finances are on the right track. A financial adviser or planner can suggest steps and create an action plan to guide you toward your goals.

  • How can financial life planning help you in Milwaukee?

    Financial life planning is comprehensive, as it aims to help you identify and align your financial and personal goals. A financial life planner in Milwaukee will not only guide you through retirement savings and investments. They will also work with you to formulate a plan for key life stages, from education and career to retirement and death, according to your priorities and values.

  • 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.