Handpicked from 105 vetted & reviewed Financial Planning & Wealth Management firms in the Appleton area, discover the top 5 elite providers among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Appleton
Donze CPA
Endowment Wealth Management
Planning Concepts
Watertax
Weier Wealth Management
Prominent finalists A-Z in Appleton
Avaii Wealth Management
Conceptual Financial Advisors
Cornerstone Financial Group
Cornerstone Financial Planning
Dreyer Wealth Management
Esop Partners
Investment Designers
Isectors
James M. McGlone, Cfp, Msfs
Kevin E. Rust, Evolution Wealth Management
Knuth Financial Life Planning
McGlone Suttner Wealth Management
Mendyke, CPA
Mycompanyvalue.com
Provisions Wealth Planners
Safeguard Financial
Schleicher/Witz Financial
Watters Financial Group
Wilson Financial CPA
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Weier Wealth Management
(2)
“He always takes care of us and even comes to our house for appointments!”
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Endowment Wealth Management
(3)
Tax Planning, This Includes Financial Planning, Com to Learn More
“They wisely advise us with legacy planning, personal and private equity investments and efficiently organize our myriad of personal information through their wealth portal.”
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Watertax
(3)
Tax Services, Services For Individuals, Business Services
“Craig has always been accessible and helps provide ideas to help us year over year.”
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Donze CPA
(19)
Work
Knowledge
Accounting
“He has helped me plan financially as I went through major life changes including college graduation with student loans, marriage, and starting a career.”
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Planning Concepts
(2)
“She practices long term buy and hold investing by creating a diversified portfolio with high quality investments.”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
“Most appreciate the 1) quick turnaround time; 2) personal dedication received from Brian with several rounds of in-depth phone discussions on our case; and 3) reasonable pricing for the services rendered.”
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Mendyke, CPA
(2)
Services For Quickbooks, Business Services, Tax Services
“Fantastic person and fantastic accountant.”
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McGlone Suttner Wealth Management
(2)
Family Wealth Planning, Overview, Investment Services
“We have been so pleased that we chose Verus several years ago to help us with our financial future.”
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Schleicher/Witz Financial
(1)
Investment, Account Access, Lifestyle
“I have been with Schleicher Financial since retiring from the Air Force - going on 20 years.”
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Wilson Financial CPA
(5)
“My wife and I got married this past year, so having to figure out how to do our filings jointly would have taken me a lot of time, reading and paperwork.”
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Cornerstone Financial Group
(4)
“From the moment I walked in I was greeted, offered a drink, and they even had a few toys for my little guy while we waited (we were early).”
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Knuth Financial Life Planning
(1)
“Caring, smart people who treat clients as family!”
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Kevin E. Rust, Evolution Wealth Management
(1)
“Kevin is very easy to talk to , he explains things so you can understand them , he listens to your specific concerns and plans .”
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Dreyer Wealth Management
“Dreyer Wealth Management is an independent wealth management firm dedicated to providing personalized wealth management, financial planning, and investment management services to individuals, families, businesses, non-profits, foundations, and endowm...”
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Conceptual Financial Advisors
“Advisory Services offered through , an SEC Registered Investment Advisor. Chad Nehring is also a Registered Representative of and offers securities through Fortune Financial Services, Inc. Member”
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Isectors
“5485 W. Grande Market Drive
Suite D
Appleton, WI 54913”
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Provisions Wealth Planners
“We understand every person, every situation, and every goal is unique. That is why we help our clients not only through thoughtful financial planning but with collaboration utilizing our team and outside professionals to help you pursue both short-te...”
“With ESOP Partners, you get 360° of care. Our model makes us uniquely able to provide a solution that maximizes the potential and optimizes the performance of your ESOP; it also includes ESOP administration and consulting. And, we're there throughout...”
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Investment Designers
(2)
“Always a person to talk with when you have a question and always able to help at that time or they get back in a prompt and timely manner.”
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Watters Financial Group
ECA Marketing, Tell A Friend
“This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.”
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Cornerstone Financial Planning
Schwab, Cornerstone Connect (CC)
“Financial planning and asset management is an ongoing and evolving process. Client focused, it is of the utmost importance that a client's goals and objectives be reviewed on a consistent basis to gauge whether the goals and objectives remain intact,...”
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Avaii Wealth Management
Chfc® (Chartered Financial Consultant), Clu® (Chartered Life Underwriter), Cltc (Certified in Long-Term Care)
“Mark attended the University of Wisconsin - Madison, and later finished his degree at Cardinal Stritch University in Milwaukee after taking a few years off to work. Mark's resume is inspiring, having spent his career enriching lives through respected...”
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Safeguard Financial
Testimonials, Tell A Friend
“Welcome to the SAFEGUARD FINANCIAL web site, where you'll find a wealth of information in the form of newsletter articles, calculators, e-seminars, and research reports.Safeguard Financial created this web site to help you gain a better understanding...”
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James M. McGlone, Cfp, Msfs
Mike Otto & Associates, Peter Kerntke & Associates, James McGlone & Associates
“Kerntke Otto McGlone Wealth Management Group (KOM) is a registered investment adviser located in Appleton, Wisconsin. KOM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registratio...”
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Retirement Planning and Investment Management Services in Appleton, WI Cost Estimates