We Have Listed The Top 10 Financial Advisors In Milwaukee To Help You Choose The Best Professional For Your Needs.
Address: 342 N. Water Street, Suite 600 Milwaukee, WI 53202
Phone: 952-807-4060
Website: https://www.coveplanning.com/
Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN, serving clients virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location, with a focus on Socially Responsible Investing (SRI). WE ARE AMONG THE 2%. Only 2% of financial planning firms in the US are true, fee-only fiduciaries and legally required to always act in the best interest of their clients, according to the Wall Street Journal. Ben acts as a fiduciary for his clients. He does not sell financial products or take commissions. Simply put, he sits on your side of the table and always works in your best interest. Learn more how we can help you Do Well While Doing Good! Adhering to the highest industry standard means we always put our clients’ best interest first because you deserve unbiased advice. We sign a fiduciary oath with every client and have an ethical and legal obligation to do what’s best for you. We seek to eliminate financial conflicts of interest and do not earn commissions or other compensation from third parties. You can trust that you will receive objective advice without a sales pitch. As an independent firm, we have no affiliations with product providers and are not incentivized to sell our clients anything or pressured to hit a sales quota. We can incorporate Socially Responsible Investing (SRI) strategies to align our clients’ investments with their long-term goals and personal values using Nobel Prize-winning investment strategies.
Address: N19 W24200 Riverwood Dr, Ste 320 Pewaukee, WI 53188
Phone: 414-290-3400
Website: https://aspiriant.com/by-location/milwaukee-financial-advisors/
At Aspiriant, we take the term “total wealth management” seriously. It’s a term that’s integral to why we do what we do, and how we do it. Total wealth management encompasses the entire, holistic picture of a client’s financial life — and that extends beyond financial planning and investment management to disciplines like tax planning, which have a major impact on a client’s ability to achieve their long-term financial goals. Aspiriant’s Milwaukee team is a living, breathing example of that mindset brought to life. Our Milwaukee office was created through Aspiriant’s acquisition of Deloitte Investment Advisors (DIA), a fee-only registered investment advisory group owned by Deloitte Tax LLP, in 2010. The wealth managers in our Milwaukee office bring together vast expertise in numerous areas of finance, from business succession planning to family office services and fund management. In addition to providing comprehensive wealth management, financial planning, and investment management, Aspiriant’s Milwaukee team specializes in: Education Planning Family Business Services Retirement Planning Succession Planning for Family Businesses Value Investing Women and Wealth Our Milwaukee team’s commitment to providing innovative, high-quality client service is award-winning and well-recognized. John Petrie, CPA, CFP®, CIMA® managing director in total wealth management and partner, was named as a Forbes 2020 Best-In-State wealth advisor. David Muchow, CFP®, MBA, director in wealth management and partner, in our Milwaukee office, has ranked on Forbes’ list of America’s Top Next-Generation Wealth Advisors for three consecutive years. Mary Ellen Krueger, CIMA®, director in wealth management and partner, was ranked as the top woman in Wisconsin on the Forbes 2019 Best-In-State list.
Address: 10700 Research Drive, Suite 150 Milwaukee, WI 53226
Phone: 414-257-4248
Website: https://beaconpointe.com/contact-us/wisconsin-milwaukee/
Beacon Pointe is a Milwaukee based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Milwaukee focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our Milwaukee office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
At Hilltop, we believe in delivering a comprehensive suite of financial planning services that help our clients live extraordinary lives. We do this by a comprehensive process that starts with your values and gives you more clarity on the life you live. Hilltop Financial Advisors, LLC (“Hilltop”) is a registered investment adviser offering advisory services in the State of Wisconsin and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Hilltop in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hilltop, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Address: 833 E Michigan St Milwaukee, WI 53202
Phone: 414-224-9800
Our Branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: W62 N570 Washington Avenue Cedarburg, WI 53012
Phone: 262-377-0484
Website: https://www.pjsinvestment.com/
Imagine the use of your personal and financial resources representing a blueprint on moving your goals and objectives forward. At PJS Investment Management our focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination. Our services are comprehensive, client-centric and team-based. We will work with you to develop, implement and monitor a strategy that is tailored to your specific short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management. When our passionate and innovative founder, Philip J. Schmidt, started as an independent, fee-only investment adviser over 40 years ago, his goal was to offer investment counsel that was in the best interest for his clients. We continue that philosophy today: to offer honest investment advice based on what is best for our clients while promoting healthy investment behavior and helping clients feel comfortable as they navigate financial decisions based on their life goals. “I believe people seek us out because they desire a customized investment management and planning experience. This experience is not something that is merely on paper, rather a process our entire team and clients collaborate on together.”
While Simplicity Financial is based out of Milwaukee, Wisconsin, we utilize technologies to accommodate clients from all over the country. Client meetings are held in person, via telephone calls, or video conferences. Our clients have busy lives and hectic schedules, so we have developed a flexible schedule and various forms of communications to meet their needs without being limited by location or time constraints. Simplicity Financial has chosen to align itself with and become members of two organizations, XY Planning Network and National Association of Personal Financial Advisors (NAPFA). Each organization is exclusive to fee-only advisors and has a rigorous screening process. Being part of these organizations allow Simplicity Financial to be on the cutting edge of the financial planning industry. Maybe you want to launch a business. Maybe you want to plan for retirement. Maybe you are planning to grow your family. Whatever financial goal you have, Simplicity Financial can help you achieve it.
Address: 301 N. Broadway Suite203 Milwaukee, WI 53202
Phone: 414-585-0070
Website: https://www.milbornadvisors.com/
Located in the heart of Milwaukee’s historic Third Ward, Milborn Advisors is an independent, fee-based financial planning practice owned and operated by founding partners Mark Hoffman and Drew Ashland. Milborn Advisors was founded to provide an alternative platform for the financial planning needs of multiple generations. We pride ourselves in the ability to provide fiduciary planning for individuals in all stages of their planning lives - from recent college graduates to those already well-established in retirement. The name Milborn was derived from a 1954 card-based strategy game as well as a convenient play on words based on the city we now call home (Milwaukee-born). The goal of the game is to navigate a 1000-kilometer journey with various obstacles along the way. Each of the four obstacles - hazard, remedy, safety, and distance - represent a challenge the player must overcome in order to succeed. These obstacles are easily relatable to the challenges our clients face on an ongoing basis. Our goal, much like the game, is to guide our clients through these hazards and successfully navigate their financial lives. As fiduciaries, our goal for clients is to reduce overall investment costs and develop effective investment strategies to maximize life goals. Our mission is to create a unique platform that allows us to better serve our clients, and we hope to change the way people approach investing. Our approachable, no-pressure method to advising is what sets us apart from the competition. Our expansive network allows us to help pair clients with individuals outside of the financial services field. This includes, but is not limited to, attorneys, accountants, real estate agents, and insurance providers. Pre-retired and retired individuals who have specific needs that include social security planning, income planning, and estate planning, among others Career-centered professionals who want to grow Small to mid-sized business owners Retirement plan administrators Introductory financial planning opportunities for younger clients
Address: 10909 West Greenfield Avenue Suite 101 Milwaukee, WI 53214
Phone: 414-282-4000
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Address: 1200 North Mayfair Road Suite 300 Milwaukee, WI 53226
Phone: 414-0253-4600
High Point Capital Group brings a fresh approach to financial planning. Founded by top industry advisors and located in Milwaukee, Wisconsin, we bring more than 130 years of collective expertise, achievement, and respect to our clients. Focused on delivering objective guidance and advice, High Point Capital Group specializes in asset management, financial planning, insurance, estate planning, and corporate benefits. Working with a wide array of individuals, families, and businesses, our agency collaborates with clients to create a personalized plan that can help accumulate and grow their assets. Managing risk and the impact of taxes over time, our holistic approach ensures that every aspect of your financial life is accounted for, and respected. Wherever you are in your life stage planning – whether just starting to plan or already living in retirement, our team-approach to wealth management can help you plan for the future and the retirement you have always envisioned. A plan where you won’t outlive your resources, and has the potential to leave a lasting legacy. You have dreams, and we have the necessary expertise necessary to turn those dreams into reality.