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Wegner Cpas

(19)

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...”

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Riley Law Offices

(36)

Real Estate
Call
Family Law

“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.”

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Mennenga Tax & Financial

(15)

Tax Services; Financial Servics, Retirement Planning; Investment Services

“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.”

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Malone Tax and Accounting

(26)

Questions
Knowledge
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.”

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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...”

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Stafford Financial Consulting

Legal & Professional Services, Contact Us, Products & Services

“Our Madison, WI office provides businesses with independent, objective, and confidential strategic planning and employee benefit advisory services. With our proven history, philosophy of trust, and experienced and knowledgeable staff, we strive to he...”

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Walkner Condon Financial Advisors

(17)

Investment
Team
Retirement

“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 ...”

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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.”

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Shepherd Financial Advisors

(16)

Medicaid Asset Protection, Next Steps, Services Offered

“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...”

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Madison Partners - Madison Office

(12)

Asset Management, Estate Planning, Retirement Planning

“I will continue recommend Madison Partners as a great financial management company.”

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Intrepid Wealth Partners

Juggling Too Many Things, Not Knowing Where to Begin or Who to Trust, Unable to Find the Time to do the Things You Truly Enjoy

“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...”

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Lindenwood Financial

(1)

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

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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.”

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Vanden Heuvel & Associates Cpas

(1)

Quickanswers, Estate Planning, Succession Planning

“They are always quick, pleasant to work with and available when needed.”

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Wealth & Wisdom of WI

(2)

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.”

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Evolution Financial

(2)

“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!”

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Synergos Counseling & Wellness

(5)

“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...”

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Atlatl Advisers

(1)

Wealth Management, Financial Planning Services, Digital Assets and Cryptocurrency

“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.”

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Perk Planning

(1)

Zero Product Sales or Pressure

“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.”

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Wealth & Insurance Strategies

Hospital Insurance, Client Services, Retirement Planning

“We're here to make life easier for you. We work with your business or school district to help you save money, save time, strengthen employee morale and assure regulatory compliance.”

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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.”

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Carreira Quinn Financial

(3)

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

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Thun Financial, a Division of Creative Planning

(2)

“I have found them to be professional, excellent communicators, and extremely helpful in every possible way.”

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Custer Burish Financial Services

(2)

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

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Average Cost	$3682
Minimum cost	$1228
Maximum cost	$10432
Avg Per Hour Rates	$369

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

Riley Law Offices

Mennenga Tax & Financial

Malone Tax and Accounting

Intrepid Wealth Partners

Stafford Financial Consulting

Walkner Condon Financial Advisors

Enrich Financial Partners

Shepherd Financial Advisors

Madison Partners - Madison Office

Intrepid Wealth Partners

Lindenwood Financial

Thompson Investment Management

Vanden Heuvel & Associates Cpas

Wealth & Wisdom of WI

Evolution Financial

Synergos Counseling & Wellness

Atlatl Advisers

Perk Planning

Wealth & Insurance Strategies

LBW Wealth Management

Carreira Quinn Financial

Thun Financial, a Division of Creative Planning

Custer Burish Financial Services

Retirement Planning and Investment Management Services in Madison, WI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Madison

Popular in Madison