Best Financial Advisors in Madison, WI

“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...”

“We were unsure if we would need to attain his services, however, he willingly continued to answer our questions (*disclaimer, suggestions/ not advisement), give us feedback, and point us in the direction we needed to go.”

“We have been extraordinarily pleased with the high quality of service she's given us for both tax prep & financial advising, and we recommend her to others whenever we get a chance.”

“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.”

“My advisors at Walkner Condon are perfect for me--they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I ...”

“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...”

“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.”

“Maybe a file folder I once labeled new account (2007) says it best: The journey started with the development of a retirement plan, but soon progressed to additionally meeting the financial challenges of having a physical disability, a separation, a w...”

“And the true cost of this is when you are sitting in your office alone late at night working on an aspect of your business or job you do not enjoy when you should be spending time with your family. Your Virtual Financial Advisor and Leader At Intrepi...”

“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!”

“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.”

“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.”

“If you want to manage your own finances and investments instead of paying a "money manager" and getting taken advantage of, then doing an hourly advisor like Perk Planning is the way to go and they will be 100% on your side.”

“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...”

“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.”

“Kristen is a knowledgeable and compassionate adviser and I would recommend her to any and everyone looking for guidance.”

“Amazing people I have had the pleasure to work with for over 20 years.”

“Katie is a true professional who cares about her clients and is both technically proficient and relatable.”

“When we began I didn't have any idea where to start, but now I feel like I have a good working knowledge of the options available and have invested in a portfolio that will set me up for a comfortable retirement.”

“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...”

“Buttonwood Partners, Inc provides investment advice and financial services in Madison, WI.”