Financial Advisors in New Berlin, Wisconsin (Waukesha County)

Robert Anderson, AIF, CFP

Lisa Andrews, CFP, CPCU, MBA
Welcome to Perk Planning - your Madison, Wisconsin-based, Fee-only fiduciary.
We love what we do, and we adore our clients. From people just starting their careers to financial whales looking to get out of the commission-based system, we are your go-to resource for financial advice, comprehensive planning and money management. No question too small, no situation too sticky. We're on it. Some of our best qualities: Fee-Only - this allows us to focus on YOU, not products Fiduciary care - the highest standard of care equates to undivided loyalty Tailored advice - your goals and priorities drive the process Respect - for your time, your intelligence, your privacy and your choices Concierge service - you're busy and we're happy to coordinate the details
You should know: Every relationship begins with a complimentary appointment to ensure that we're a good fit for each other We ask a lot of questions to ensure that we understand you and your needs Your needs drive the process Your information is held in the strictest confidence Our long-term goal is to be your financial advisor and advocate for life We offer high quality, no pressure financial guidance and money management tailored to you. ... See More

As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

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.

Shannon Wegner, CFP
Congratulations on narrowing down your search for a financial adviser to the NAPFA website. If I could offer any advice to you after having been in the financial industry for over 20 years, it would be to find an adviser who has a Fiduciary duty to always put your best interest first. By being a NAPFA-registered adviser, you can be ensured that I not only have such a duty, but that I also take that duty very seriously. By choosing a truly independent, fee-only registered investment adviser who is not affiliated with any bank, brokerage firm, or insurance company, your adviser will be working only for you and their other clients, and no one else. But even then you still have some important questions to ask. Is the adviser a CFP professional? When it comes to financial planning, the CFP (Certified Financial Planner) credential is the only one that really carries any weight. Any advisor who is serious about financial planning should have that credential, and obviously the longer they have had it, the better. Who would you rather work with - someone who is not a CFP professional, who only recently became a CFP professional, or who has held that credential for over 15 years? How long has the adviser been in business, and has that business always been dedicated to being a truly independent, fee-only registered investment adviser? Many advisers have only just recently tried to jump on the bandwagon of being independent and fee-only, with some being "fee-based" because they still can't give up their commissions. A business that has been consistently fee-only for almost 20 years proves commitment to its clients. Isn't that something you would want to look for? Please visit my website for more information.... 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