Aegis Financial
“He will look out for your best interests, I have no reservations about referring him to friends and family.”
Best Financial Advisors in Oshkosh, WI
15 firms listed · 12 in Oshkosh · 2 open weekends · 7 rated 4.5+
Data verified October 18, 2026
Behnke Financial
“I walked out with a plan and feeling good about where I was at and where I am going”
Schneider Investments
“He has definitely earned my respect and if I were to be looking for a brokerage service, I would definitely come to him.”
Mueller Wealth
Pure River Wealth
“Joe's sound counsel informed me on economic trends and cyclical conditions all while conducting deliberate risk assessment and analysis.”
Kuettner Financial Services Llc
The 15 firms listed for Oshkosh, 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: Oshkosh, WI
Of the 15 firms we list here, 12 are in Oshkosh itself and 3 come from Neenah (11 mi). 8 of the firms on this page have a rating, from 4.4 to 5.0 across 34 reviews; 7 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 1 lists staff certifications (CFP). Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Oshkosh listed here?
12 of the 15 firms are located in Oshkosh. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Cowling Bay Wealth Management
Graff Bonita L
Valley Wealth Management
Independence Financial
Financial Planning Group
Verve Wealth Management
Investment Planners
Marketplace Financial Group
“Karl genuinely understands my business and how to develop a strategy to maximize my dollars now, and still have a retirement plan.”
Council Tree Financial
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
