Mennenga Tax & Financial
“He has helped me navigate taxes for 2 businesses and 2 divoreces.”
Best Financial Advisors in Madison, WI
24 firms listed · all 24 in Madison · 1 open weekends · 18 rated 4.5+
Data verified October 24, 2026
Malone Tax and Accounting
“This was the most stress-free tax season I have had in decades.”
Walkner Condon Financial Advisors
“I can align my investments with my values, have some clarity around my future plans and have someone available to talk to when situations come up or change.”
Shepherd Financial Advisors
“He listens carefully to my needs and wants and provides well thought out suggestions from his wide array of resources to best suit me.”
Enrich Financial Partners
“Neil immediately made me feel comfortable with the financial transitions happening in my life.”
The Capital Group
“John has been a true friend to us and guided us financially in so many beneficial ways.”
The 24 firms listed for Madison, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Madison, WI
All 24 firms we list here are in Madison itself. We have 43 firms in Madison on file; this page shows the highest-rated 24. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 150 reviews; 18 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 1 is open on weekends. The services the firms on this page list most often on their websites are retirement planning (4), asset management (2), estate planning (2), financial planning (2) and our process (2). 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 34 years. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Madison take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Intrepid Wealth Partners
Madison Partners - Madison Office
“During the pandemic we have appreciated being able to meet in person or on line to discuss our financial investments.”
Evolution Financial
“She's responsive, flexible, really listens to your goals and defines a custom plan for you, and is extremely knowledgeable.”
Wealth & Wisdom of WI
“Absolutely wonderful staff who educate and empower us to grow in our financial wealth and knowledge!!!”
Perk Planning
“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.”
Atlatl Advisers
“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.”
LBW Wealth Management
“They are the first financial professionals that aren't trying to sell me or talk me into anything.”
Synergos Counseling & Wellness
“My wife received services and it made a huge impact on her life!”
Carreira Quinn Financial
“The most pleasant and efficient Accountants my business has ever worked with!”
Capitol Lakes Financial
Lindenwood Financial
“Katie is a true professional who cares about her clients and is both technically proficient and relatable.”
Forward Investment Advisors
Buttonwood Partners
Stafford Financial Consulting
Goldstein Advisors
Canary Wealth Strategies
American Investment Advisors
Tota Vita Financial Associates
Why these companies made our list
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