The Best Financial Advisors in Milwaukee

Here is our List of the 10 Milwaukee Financial Advisor
Affiliated Financial Advisors, Inc.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our Process
We create strategies that are tailored to your needs and goals.

Our History
Years of experience have prepared us to guide you through your life transitions.

Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Services

  • Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

 

2600 North Mayfair Road Suite 200 Milwaukee, WI 53226
Heck Capital Advisors

Heck Capital is an Independent Registered Investment Advisory Firm that provides comprehensive investment management, personalized advice, and strategic financial guidance.

We serve goal-driven individuals, families, established institutions, non-profit organizations, and foundations/endowments. We strive to help our clients simplify their financial lives, achieve their investment objectives, and create lasting legacies.

Heck Capital is uniquely positioned to develop an exceptional partnership with our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach.

Services

  • Investment Advisory
    Our proprietary research and proven institutional-quality investment selection process provides families and individuals with highly customized, effective investment solutions.
  • Institutional Services
    We provide discretionary and non-discretionary institutional investment services for ERISA retirement plans, corporations, foundations /endowments, family offices, high-net worth individuals, and trusts.
  • Financial Guidance
    Financial guidance is a lifelong process that assists you and your family in taking control of your financial future and building your lasting legacy.
833 E. Michigan Street, Suite 1460 Milwaukee, WI 53202
Korbitz Financial Planning

Planning starts with listening. Tell me about your goals. Ask all the questions you would like. Allow me to ask you a few. Your plan is customized, scalable and the process always begins with you.

I am bound by fiduciary responsibility to work entirely on your behalf and in your best interests. I sell no products and I receive no commissions. No commissions. No biases. No commitments to anybody but you. I am a fee-only advisor. I work solely on your behalf to develop a financial plan specifically for you.

My services are personalized, objective and serve the needs of just one party – you. I deliver fee-only financial planning, individual tax planning and individual tax preparation to clients throughout Milwaukee and Wisconsin.

Services

  • Retirement Planning
    Determining how much money you will need to retire, and when you can retire, is a difficult task.
  • College Planning
    529 Plans, Coverdell Education Savings Accounts and UGMA/UTMA accounts represent different ways to save for college. I can help you determine which is best for you and what investments to select within each account.
  • Comprehensive Financial Planning
    This service encompasses a comprehensive review of your entire financial picture – household income and expenses, taxes, debt management, savings, investments, retirement and education funds, employee benefits, insurance coverage, and estate planning and gifting.
  • Tax Planning & Preparation
    As a CPA, I can review your previous tax returns and discuss your current financial situation to find ways to minimize your future taxes. I offer tax services to my financial planning clients.
5225 North Ironwood Road, Suite 119, Milwaukee, Wisconsin 53217
Aegis Wealth Advisors

The mission of Aegis Wealth Advisors is to provide families with objective and insightful guidance to optimize and protect their financial future.

As a Fiduciary Financial Adviser, it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients…and always put the best interests of our clients first.

We encourage you to explore our website for more information about the values that distinguish us from many others in the financial services industry.

If you’re interested in pursuing your financial goals from an educational approach rather than a sales approach, then we encourage you to take advantage of a more thoughtful review of your retirement strategy. There is no cost or obligation.

Achieving financial comfort, taking care of family, planning for a secure retirement, mitigating taxes, building a legacy… for most of us, these are extremely important. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.

  • Design – Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.
  • Build – Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
  • Protect – Provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.

 

1208 State Road 83 Hartland, WI 53029
Boardwalk Financial Strategies

Boardwalk Financial Strategies’ approach to wealth management is genuine, practiced, holistic, and objective. No sales pitches, just thoughtful consideration based upon a keen understanding of our clients’ personal financial situation and goals.

Boardwalk clients enjoy high touch service, fee transparency, and the confidence that they are receiving expert guidance from advisors who value people over products.

Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. Through integrated financial planning, conflict‐free advice, and high‐touch service, Boardwalk simplifies the complex and provides peace of mind.

Services

  • FINANCIAL PLANNING
    Boardwalk helps you focus on the important financial decisions in your life. Our approach ensures that key decisions reflect your goals, your risk tolerance, and your time horizon. We believe financial planning is the first step in building your path forward.
  • INVESTMENT ADVISORY
    Utilizing a low‐turnover, cost‐effective methodology backed by Nobel Prize winning research, Boardwalk acts as a fiduciary to help you extract the greatest returns the market will bear. We help you tune out the noise and focus on the factors you can control.
  • PLANNING INTEGRATION
    We work with your other professional advisers to make sure all corners of your financial plan are not only covered, but synchronized and in line with your goals. Big picture planning comes from thinking Beyond the Portfolio.
  • EDUCATION
    Because education is empowering, Boardwalk is committed to helping clients understand their planning and investment options. We seek to simplify the complex and provide peace of mind.

 

385 Williamstowne, Suite 302 Delafield, WI 53018
Financial Service Group, Inc.

We understand planning for your retirement and life beyond that milestone is something that’s easy to put off doing.

A no-commitment conversation with one of our trusted CERTIFIED FINANCIAL PLANNER™ professionals will take the stress out of the process and show you how Financial Service Group can help. Contact us today and start planning for your great tomorrow.

At FSG, we inspire you to Live Your Great Life, as you define it and you want it to be. We’re passionate about helping you align and integrate your financial plan with your social, family, and work lives.

When times are changing (and even when they’re not), you can trust your FSG financial advisors to take care of your financial well-being so you can look to the future with peace of mind.

Our process begins with building a relationship. And all relationships are built on trust. You want experienced financial advisors to help guide you in achieving your goals. You deserve fee-only financial advisors you can trust to do their best work in your best interests when things are going smoothly and when things get a little bumpy.

Services

  • Financial Planning
  • Retirement Planning
  • Tax Planning and Preparation
  • Investment Planning
  • Elder Life Planning
  • Career Asset Management
4812 Northwestern Avenue Mount Pleasant, Wisconsin 53406
Highland Investment Advisors

Highland exists to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients and bringing all of our knowledge, skill, and experience to each client engagement. We want our clients to have peace of mind and confidence in their financial plan.

Highland is a partner for individuals and independent financial advisors. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.

Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from an independent firm. We are not in the insurance business and we do not sell investment products.

We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. More information is available in our regulatory disclosure documents.

Services

  • Financial Planning
    Our Planning Process Aims to Increase your Odds of Success.
    We approach each client engagement with an open mind and no preconceived notions of what you should or should not do. This is why we listen first and perform thorough fact finding.
  • Investment Management
    We believe diversification among and within asset classes in order to manage risk is prudent. Successful investing means not only capturing risks that generate expected return but reducing risks that do not.
  • Advisor Services
    “Highland Investment Advisors provides a turn-key asset growth program to help independent financial advisors build fee-based practices. We empower reps to be their client’s Chief Investment Officer (CIO) and eliminate back and middle office headaches.”

 

1025 W. Glen Oaks Lane Suite 108 Mequon, WI 53092
Kowal Investment Group, LLC.

At Kowal Investment Group, we’re just as serious about your retirement as you are – your goals are our goals, and you always come first. When you put your trust in us, you can expect tireless dedication and responsive service – because you’ve earned it.

We are often reminded that the most important things in life aren’t things.

But, we know that our clients have sacrificed to build a life for the ones they love. At Kowal Investment Group we help our clients, families and businesses build and preserve the wealth that they have accumulated.

Services

Investment Services

  • Review investments and design a personalized portfolio for your specific needs
  • Full-time, continuous monitoring of your investments
  • Quarterly statements
  • Regular meetings to review and evaluate your investment performance
  • Independent advice
  • Recommendations regarding investments within your employer provided retirement plans such as 401(k)s

Tax Reduction Planning*

  • Comprehensive review of your tax return to highlight potential opportunities for maximizing tax-reduction strategies
  • Regular review of your tax situation to incorporate any new tax changes
  • Recommendations of tax solutions, including tax-advantaged investments

Retirement Income & Distribution Plans

  • Analysis of current and future needs
  • Review your IRA beneficiaries and how to create a family legacy with an inherited IRA trust, which can last 60 years or more
  • Recommendations for the optimal distribution strategy for your retirement needs

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Consultation with your attorney
  • Providing guidance with the appropriate and necessary steps when faced with the death of a loved one
W238 N1660 Busse Road, Suite 100 | Waukesha, WI 53188
Morgan Kenwood Advisors, LLC

Morgan Kenwood Advisors, LLC helps individuals, families and small business owners with unbiased, fee-based financial planning and advisory services. A company derived from Morgan Kenwood, Ltd., originally founded in 1985, Morgan Kenwood Advisors has emerged as a leader in investments and retirement planning, wealth building and asset preservation. We proudly serve those with a vision for their future.

Financial issues are an integral part of daily life and span a lifetime. As we move through the stages of life, we grow wiser. We realize that while money is important, it is time that is most precious – time we spend with family and friends.

With such awareness, it can become a challenge to dedicate time to often confusing and complex financial tasks. Finding the right independent financial services firm with qualified professionals can be very difficult. We believe a personal relationship with a competent and ethical financial advisor can ease and enhance your journey through each stage of life.

A financial advisor who shares the excitement of your dreams can provide invaluable life planning assistance with a holistic approach; formulating, defining and implementing your financial goals and plans. This interaction is not a one time event but a long term relationship, with you at the heart of the decisions.

Services

Personal Consultation

  • Analyze current financial status
  • Create a financial roadmap – Goal identification
  • Evaluate your money personality profile

Financial Planning

  • Create and review on scheduled basis
  • Analyze current investments
  • Assess risk tolerance through profiling
  • Perform portfolio overlap analysis

Recommend strategies to achieve goals

  • Make initial investment recommendations
  • Incorporate proper diversification through asset allocation via risk profiling
  • Integrate recommendations
5130 West Loomis Road Greendale, WI 53129
Savaglia Investments and Planning

At Savaglia Financial Advisors we steadfastly believe that having a financial plan, working it, fine tuning as needed, and then enjoying its rewards is not for the privileged few. It can be for anyone who dreams and plans with us.

We approach the seemingly complex world of money management and planning from a different place. A place that values and understands your current financial reality, whether that reality is exceedingly modest, comfortably successful or anywhere in between. We know that a plan that we create together will be the beginning of your journey to a better financial place.

The Savaglia Financial Advisors difference begins with us getting to know each other. This is a decidedly two-way street. Our first meeting will help lay the foundation for a personal, flexible and achievable strategy.

Our priority is developing a plan for what you want to accomplish throughout your working life and in retirement. When we create your individualized plan, we will tap into our team of advisors who bring diverse and valuable expertise and experience. It’s not a one person show here.

Services

FINANCIAL PLANNING

  • Goal Setting
  • Retirement Income Planning
  • Multi-Generational/Legacy Planning
  • Small Business Retirement Plans (401(k), SIMPLE, SEP, etc.)
  • Education Planning
  • Estate Planning

INVESTMENTS

  • Investment Selection Consultation
  • Rollovers, Pension Plans, and Annuities
  • Tax Efficient Investment Options
  • Personalized Performance Benchmarks
7300 South 13th Street Suite 103 Oak Creek, WI 53154

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria