Best Financial Advisors in Madison, WI

The highest-rated Financial Planning & Wealth Management companies out of 120 vetted & reviewed in the Madison area.

Wegner Cpas

Wegner Cpas

(18)
Controllership & CFO, Fiscal Agent Services, Cloud Based Accounting Software
“I make that preface to this very favorable review of Wegner CPA services to our organization – and thereby our funders, farmers, ranchers and other partners with whom we work – because when we started with Wegner CPS to do our independent audits they...”
In Business Since 1955
Offers Financing Options
Remote Consultations Available
Licensed, BBB Rating: A+
2921 Landmark Pl Suite 300, Madison, WI
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Intrepid Wealth Partners

Intrepid Wealth Partners

Comprehensive Financial Planning, Investments, Financial Planning
“As a Virtual Financial Advisor and Certified Financial Planner ® Professional I serve clients from coast to coast through my virtual model and love working with Intrepid World Travelers who love adventure as much as their country. I am open to workin...”
In Business Since 2011
Transparent Fees & Pricing
Accepts Cash, No credit cards, Check
ADVISOR Certified
999 Fourier Dr #300, Madison, WI
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Stafford Financial Consulting

Stafford Financial Consulting

Healthcare Compliance, Retirement Compliance, DOL Audit Guidance
“Stafford Financial Consulting Group was established in 1982. As the former insurance planning practice for Baker Tilly Virchow Krause LLP, Stafford Financial Consulting Group continues this journey by providing business with independent, objective, a...”
In Business Since 1986
Licensed, BBB Rating: A+
2501 W Beltline Frontage Rd # 201, Madison, WI
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Midwest Financial Group (Formerly, Apel Associates

Midwest Financial Group (Formerly, Apel Associates

(15)
Financial Planning, Corporate Group Employee Benefits, Accounting & Tax Services
“Steve and Nicole understand the value of building relationships with their clients and I would highly recommend Broyles and Company CPA's to any individual or business for their tax preparation, consulting, and business needs.”
In Business Since 2018
Free Initial Consultation
Accepts All Major Credit Cards
1806 Seminole Hwy, Madison, WI
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Malone Tax and Accounting

Malone Tax and Accounting

(21)
  • Questions
  • Turbo Tax
“My wife is a graduate student so her income isn't as straightforward as mine – she has income from fellowships and grants; on top of that she has to pay estimated taxes throughout the year.”
In Business Since 2018
1410 Northport Dr, Madison, WI
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Enrich Financial Partners

Enrich Financial Partners

(2)
Service Options, Get Started
“We've needed help with our planning for retirement and our childrens' futures, for quite some time but we hadn't found the right partner, until we came to En Rich.”
In Business Since 2009
Transparent Fees & Pricing
CFP Certified
6502 Grand Teton Plaza Suite 201, Madison, WI
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Vanden Heuvel & Associates Cpas

Vanden Heuvel & Associates Cpas

(1)
Quickanswers, Estate Planning, Succession Planning
“They are always quick, pleasant to work with and available when needed.”
In Business Since 2001
Transparent Fees & Pricing
2923 Marketplace Dr Suite 200, Madison, WI
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Thompson Investment Management

Thompson Investment Management

(1)
Investment Portfolio Management, Mutual Funds, Retirement Plan Services
“Middleton has a nature conservancy area with miles of bike and pedestrian trails.”
In Business Since 2014
Transparent Fees & Pricing
1255 Fourier Dr, Madison, WI
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Synergos Counseling & Wellness

Synergos Counseling & Wellness

(7)
“He talked us through using simple tools — no complex system to learn or buy into — to see at a glance how much money we had coming in, how to focus on tracking essential monthly expenses, and how to prioritize debts so that we had a roadmap for getti...”
In Business Since 2015
301 S Blount St, Madison, WI
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Shepherd Financial Advisors

Shepherd Financial Advisors

(3)
Services Offered, Next Steps
“We are getting ready for retirement in 3 more years and are concerned with a volatile market we moved our IRA and 401K monies into more secure tools that still make growth and give us extra income with Social Security when the day comes with less wor...”
In Business Since 2022
5555 Odana Rd STE 104, Madison, WI
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Madison Partners - Madison Office

Madison Partners - Madison Office

(12)
Asset Management, Estate Planning, Retirement Planning
“I will continue recommend Madison Partners as a great financial management company.”
In Business Since 2019
1502 W Broadway Suite 301, Madison, WI
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Wealth & Wisdom of WI

Wealth & Wisdom of WI

(1)
Article of the Month, Planning Information, Tell A Friend
“Marie, in particular) want you to understand all aspects of your financial picture and work with you to answer whatever questions you may have - they want you to learn and be smart about your investments.”
In Business Since 2008
8201 Mayo Dr UNIT 111, Madison, WI
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Evolution Financial

Evolution Financial

(1)
“I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financier looking to increase your knowledge (and benefit from it!”
In Business Since 2017
Transparent Fees & Pricing
CFP Certified
2701 International Ln Suite 203, Madison, WI
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Atlatl Advisers

Atlatl Advisers

(1)
Atlatl Family Office, Atlatl Fee For Planning, Atlatl Digital Assets
“Having their expertise managing our portfolio has been a game changer as we could never stay on top of the market, especially during these volatile times.”
In Business Since 2021
2921 Landmark Pl Suite 501, Madison, WI
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LBW Wealth Management

LBW Wealth Management

(4)
  • Team
“Not only does Nathaniel do a fantastic job investing, but Tim and Darin give great advice and insight into day to day budgeting, and Dan knows so much about other practical needs including insurance, wills etc.”
In Business Since 2015
6410 Enterprise Ln #120, Madison, WI
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Carreira Quinn Financial

Carreira Quinn Financial

(2)
“Kristen is a knowledgeable and compassionate adviser and I would recommend her to any and everyone looking for guidance.”
In Business Since 2018
133 S Butler St #100, Madison, WI
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Thun Financial, a Division of Creative Planning

Thun Financial, a Division of Creative Planning

(2)
“I have found them to be professional, excellent communicators, and extremely helpful in every possible way.”
In Business Since 1996
3330 University Ave #316, Madison, WI
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Forward Investment Advisors

Forward Investment Advisors

“Forward Investment Advisors, Inc. seeks to clearly define and achieve your financial goals. Through evaluation of your specific financial situation and objectives, our services are designed to provide you with a deeper understanding of your financial...”
In Business Since 2000
Licensed, BBB Rating: A+
7818 Big Sky Dr UNIT 202, Madison, WI
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Buttonwood Partners

Buttonwood Partners

“Buttonwood Partners, Inc provides investment advice and financial services in Madison, WI.”
In Business Since 1994
701 Deming Way, Madison, WI
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Legacy Advisor Network

Legacy Advisor Network

“We create and value long-term relationships with clients. These relationships are based on honesty and integrity. We proactively assist our clients in protecting and managing their irreplaceable capital and reducing their tax burden, developing a pla...”
In Business Since 2011
2970 Chapel Valley Rd Ste 101, Madison, WI
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Ameritax Accounting

Ameritax Accounting

Succession Planning, Services For Individuals, Part-Time CFO Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
In Business Since 2008
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
1402 Greenway Cross STE 101, Madison, WI
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King Law Offices

King Law Offices

(4)
“He was knowledgeable, professional, and met all deadlines; he answered all of our questions and provided a helpful understanding of the process and documents.”
In Business Since 1999
1667 Capital Ave A, Madison, WI
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Brockmann Financial Services

Brockmann Financial Services

“We keep things understandable, and find tax-advantageous ways to help grow your money, doing it all at a reasonable cost. Building relationships, wise stewardship and fostering trust are principles we've built our business upon.”
In Business Since 2017
904 Madison Ave, Fort Atkinson, WI 53538
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Boyden Financial

Boyden Financial

(3)
“He's also been very helpful at working with Dane County libraries on protecting libraries from fraud -- all done on a volunteer basis.”
In Business Since 2000
303 S Paterson St #7, Madison, WI
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Retirement Planning and Investment Management Services in Madison, WI Cost Estimates

Minimum cost
$1228
Maximum cost
$10432
National Average
$3682
Avg Per Hour Rates
$369
$2455
$6750
Fair price range is based on 549 cost profiles
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Average Cost $3682
Minimum cost $1228
Maximum cost $10432
Avg Per Hour Rates $369

Fair range $2455 to $6750 is based on 549 cost profiles.

Why these companies made our list

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