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Best Financial Advisors in Waukesha

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Anchor Wealth Partners logo

Anchor Wealth Partners

W233 N2080 Ridgeview Parkway Suite 200, Waukesha, WI 53188
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  • Certified Financial Planner (CFP)

Anchor Wealth Partners provides financial planning and management services in Waukesha. It employs a personalized, needs-oriented approach for both retired clients and pre-retirees who wish to preserve their assets and secure disability and long-term care insurance. Its team also educates clients on guidelines involving investments, estate conversion, and wealth preservation, as well as the details behind available products and options. The firm's president, Eric Corbeg, is a CFP who began his career in the industry as a financial advisor for Waddell & Reed in 2011.

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Choice Advisors logo

Choice Advisors

405 N. Calhoun Rd., Suite 106, Brookfield, WI 53005
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  • Certified Financial Planner (CFP)

Choice Advisors works with clients in Waukesha and the surrounding areas. It offers a wide variety of services, such as financial and small business consulting, insurance, education, and succession planning. It also offers expense management and tax preparation services, as well as investment portfolio analysis to keep clients informed about the performance of their investments and to make necessary adjustments. In addition, the team provides tax-advantaged investing to reduce tax liabilities and asset management plans to ensure portfolios are properly managed.

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Drake & Associates, LLC logo

Drake & Associates, LLC

2212 E. Moreland Blvd., Suite 200, Waukesha, WI 53186
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  • Certified Financial Planner (CFP)

Drake & Associates, LLC, caters to customers in the Waukesha metro and the surrounding areas. It helps clients make informed financial decisions by offering various services. These include comprehensive estate and financial lifestyle planning, investment and wealth management, Social Security strategies and asset protection, and tax minimization. Its process involves analyzing the clients' financial situation, examining their current risks, presenting a personalized plan, and implementing it. Tony Drake, the CEO, holds a Certified Financial Planner designation.

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Du Charme Financial Group logo

Du Charme Financial Group

2665 South Moorland Road Suites 100 & 212, New Berlin, WI 53151
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  • Insurance Products

Du Charme Financial Group serves individuals, families, and businesses in the Waukesha area. Committed to assisting people who are looking to sort out their finances, the company’s professionals inquire into a client's aspirations and then recommend financial options. They offer tactical money management, independent insurance solutions, and business valuations. Its financial advisors, Robert Du Charme and Eric Becker, are recipients of the Five Star Wealth Manager award and were featured in The Wall Street Journal and Milwaukee Magazine.

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Ellenbecker Investment Group, Inc. logo

Ellenbecker Investment Group, Inc.

N35 W23877 Highfield Court Suite 200, Pewaukee, WI 53072
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  • Certified Financial Planner (CFP)

Ellenbecker Investment Group, Inc. helps individuals in the Waukesha area to plan for and leave a financial legacy for their families. Its team of financial advisors provides coaching services in the areas of budgeting, holiday spending, investments, and wealth building. They  also provide solutions such as online and traditional tax preparation. Karen Ellenbecker, the firm's founder and senior wealth advisor, has nearly 35 years of industry experience. She also hosted AM1130's "Money Sense" radio show for nearly three decades.

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Endowment Wealth Management logo

Endowment Wealth Management

N19 W24400 Riverwood Dr. Suite 350, Waukesha, WI 53188
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  • Certified Financial Planner (CFP)

Endowment Wealth Management is a financial advisory firm that caters to clients in Waukesha and the surrounding communities. It follows 3D endowment investment philosophy to provide fiduciary wealth management services and coordinates portfolios to help obtain wealth preservation. It offers investment consulting, advanced planning, and relationship management. The company has offices in six locations and serves clients in 18 states. Rob Riedl, the firm's CEO, was recognized by Investopedia as part of the Top 100 Advisors in 2019.

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Fischer Wealth Management logo

Fischer Wealth Management

N27W23957 Paul Rd. Suite 102, Pewaukee, WI 53072
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  • Tax Planning

Fischer Wealth Management is a team of financial advisors serving individuals, families, and business owners in Waukesha and the surrounding areas. It offers various solutions to help people protect their investments and achieve their financial goals. Its investment planning process includes assessing risk tolerance, determining ways to reduce risks, implementing money management strategies, and regular portfolio monitoring. It also assists in legacy planning and provides retirement savings recommendations depending on each client's individual tax situation.

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Freedom Wealth Alliance logo

Freedom Wealth Alliance

675 North Barker Road Suite 220, Brookfield, WI 53045
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  • Certified Financial Planner (CFP)

Freedom Wealth Alliance is a registered investment advisory firm that serves individuals, families, and businesses in the Waukesha area. It helps clients secure their financial objectives by providing financial planning, retirement planning, tax planning, and investment management services. Its team also guides them in estate and insurance planning. Committed to guiding clients to stay on track with their goals, the independent firm assists them in analyzing potential risks and implementing strategies that mitigate them.

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Global View Capital Management logo

Global View Capital Management

N14W23833 Stone Ridge Dr #350, Waukesha, WI 53188
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  • Estate Planning
  • Certified Financial Planner (CFP)

Global View Capital Management is an advisory firm that helps Waukesha residents with their financial goals. It provides diversified financial planning services that integrate aspects such as investment advisory, insurance, and asset management. Its analysts assist clients in the financial planning process, from consultation and assessment to action plan creation and progress tracking. The firm was established by President Dina Fliss in 2010. Fliss is active in the community, serving the Concord Coalition, a bipartisan group advocating for fiscal responsibility.

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Hilltop Financial Advisors logo

Hilltop Financial Advisors

Milwaukee, WI 53201
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  • Certified Financial Planner (CFP)

Hilltop Financial Advisors serves professionals, entrepreneurs, and families in Waukesha. Dedicated to helping clients reach their ideal life, the company provides financial planning services, such as budgeting and investment management, and works with experts in the fields of taxation and insurance. Additionally, the company walks students through the process of loan repayment. Its owner, Erik Kroll, is a Certified Financial Planner. He is a member of the National Association of Personal Financial Advisors.

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Kave Family Financial logo

Kave Family Financial

N 7 W 23765 Bluemound Road, Waukesha, WI 53188
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  • Certified Financial Planner (CFP)

Kave Family Financial caters to families and individuals in the Waukesha metro and nearby areas. It provides investment management and estate planning and conservation services to help customers achieve their financial goals. The company also deals with matters involving retirement planning and offers life insurance products to protect clients in case of unexpected events. One of its specialists, Rick Kave, is a financial advisor who has been in the industry for more than two decades.

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NettWorth Financial Group logo

NettWorth Financial Group

1233 North Mayfair Road Suite 308, Wauwatosa, WI 53226
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

NettWorth Financial Group caters to clients in the Waukesha metro and the surrounding communities. It helps individuals and businesses manage and maximize their wealth by offering financial planning services. Its plans encompass fiscal areas, such as education, estate, income, and retirement. It also reviews the customers' portfolios, helping them make informed financial decisions. Its process involves discussing the clients' concerns and goals, evaluating their risk tolerance, and recommending suitable investment plans. NettWorth Financial Group has been in operation for over 25 years.

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Shakespeare Wealth Management logo

Shakespeare Wealth Management

N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Shakespeare Wealth Management has been serving individuals and families in Waukesha since 1999. It provides a wide selection of financial services, including investment management, business succession and retirement planning, and career counseling. The company also deals with tax planning, which covers tax bracket maximization, long-term care deductions, and tax cliffs prevention. In addition, its agents furnish life and long-term care insurance policies. Owner and president Kevin Regardon is a CFP who is a member of the NAPFA and the FPA.

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Spectrum Investment Advisors logo

Spectrum Investment Advisors

6329 West Mequon Road, Mequon, WI 53092
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  • Retirement Planning

Spectrum Investment Advisors is a privately held and independent firm that offers financial services to individuals and businesses in Waukesha and the surrounding communities. The firm builds customized portfolios that help clients build, preserve, and manage their wealth. It also consolidates accounts into one to provide clients with a simplified and complete view of their investments. Financial planning services are also available. President Manuel Rosado has been in the investment management and retirement planning industry since 1999.

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Tim Rennicke logo

Tim Rennicke

20935 Swenson Dr Ste 150, Waukesha, WI 53186
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  • Private Wealth Advisor

Tim Rennicke is a wealth advisor who offers financial guidance and support to clients in and around the Waukesha metro. He provides various financial solutions, such as investments, annuities and mutual funds, Roth and traditional IRAs, and health, life, and disability income insurance plans. Rennicke is a Certified Financial Planner and Retirement Income Certified Professional. He works for Thrivent, a Fortune 500 company that has provided financial services for more than a century.

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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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