Financial Advisors in Wisconsin

William Baxter, CFP, ChFC, CLU
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Paladin Partners, LLC is an independent fee-only financial planning firm located in Mlwaukee, Wisconsin. We help our clients clarify their goals, we create a written plan for goal achievement, and we help our clients implement the plan. Following implementation, we monitor progress and provide feedback. Paladin provides financial strategies, consulting services, and investment services.... See More

Andrea Bulen, BS, CFP, MS
Fee-Only financial planners provide objective advice without influence from commissions or referrals.
At Shakespeare Wealth Management, we focus on providing tailored, thoughtful financial advice that lays the foundation for our customers' long-term success.
One of our biggest advantages to our clients is being a fee-only financial advisor. We don't charge commissions on product sales, so we're not burdened with the conflicts of interest that abound in our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest-not in ours. As a Registered Financial Advisor, we're legally bound to this higher standard.
That's why we chose the name Shakespeare; we believe the advice we give our customers will withstand the test of time and make a difference for generations to come.
To view our corporate video, visit https://www.shakespearewm.com/about-us/... See More

Kathryn Hankard, BS, CFP, RICP
We provide straightforward, objective advice to help people make the most of their money. All work is project-based; no net worth or income requirements. We can help with retirement planning, investments, insurance, debt management, tax strategies, college funding and more! Free initial consultation.... See More

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and focus on retirement and retirement income planning, business 401k plans, and divorce financial planning.

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and specialize in retirement income planning, financial planning, and corporate retirement plans for small business owners.

Fee-only insurance advisor specializing in life insurance, annuities, and long-term care. National practice. Only source of compensation is hourly fee paid by my clients, which means I can serve as a true fiduciary and provide independent and unbiased advice.... See More

Richmond Financial Services provides comprehensive financial planning for retirement, estates, business, IRA rollovers, endowments, insurance for clients in the Mequon, Thiensville, Ozaukee County, Bayside, River Hills, Fox Point & Whitefish Bay area of Wisconsin.... See More

Wegner Asset Management provides independent, objective, and personalized private wealth management to a small and exclusive clientele of families, small business owners, trusts, and estates.

Financial planning in Madison, WI 53705.

James Cantrell, CFP
Financial Strategies, Inc. is a fee-only, financial planning and investment management firm providing a level of service we call Private Client Service. Private Client Service is the process of coordinating the many aspects of your personal financial planning, developing a road map for the attainment of your goals, and harmonizing the management of your investment resources. Each client's financial profile is unique, so we take the time to get to know you and your needs and concerns. Through our interactive process, a detailed plan specific to your situation is initially developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making. Our typical client has between $500,000 and $5 million of invested assets, and wants and deserves a high level of personalized, integrated financial planning and investment management services. These individuals and families recognize the need for an advisor who is experienced, has advanced expertise, and takes the time to get to know them and their financial situation.... See More

Kirk Hackbarth, BBA, CFP, CPA, MS
There is no substitute for experience. After 30 plus years in the financial services industry, there are not a lot of financial issues that are new to me. I have a unique ability to take complex issues and distill them down to simple, understandable concepts. The most satisfying aspect of working in the financial services industry is watching clients live out their dreams. Being part of the planning process offers the ability to shape lives and futures in a positive way. While I love the technical and research aspetcs of the profession, it's watching clients acheive their goals that really provides the most career satisfaction. If I can help my clients by offering a high degree of expertise and experience blended with superior customer service, then I have fulfilled my promise to my clients. ... See More