Buska Retirement Solutions
“It has been a pleasure working the people at Buska, highly recommend people looking for honest intelligent persons to look after there interests!”
Best Financial Advisors in Wausau, WI
12 firms listed · 8 in Wausau · 9 rated 4.5+ · 1 shows a license
Data verified October 24, 2026
Mppl Financial
“In the early days it was a big decision deciding to invest in planning services, but it turned out to be one of our best lifetime decisions.”
Equity Design Group
“They have proven time and again by their timely, competent and friendly service to have my best interests in mind.”
Central Financial Services
Point Wealth Management
“Jeremy is determined to look at each and everyones indiviual circumstances to help you reach your finacial needs.”
Skare & Associates
The 12 firms listed for Wausau, 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: Wausau, WI
Of the 12 firms we list here, 8 are in Wausau itself and 4 come from Schofield (2, 4 mi) and Weston (1, 5 mi). 9 of the firms on this page have a rating, from 4.5 to 5.0 across 84 reviews; 1 has 50 or more reviews. 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for 11 of the firms on this page; 9 publish a contact page; 5 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 Wausau listed here?
8 of the 12 firms are located in Wausau. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Packerland Brokerage
Northern Way Wealth Management
Simplicity Financial
“Jared is friendly, professional, and knowledgeable in personal finance, business finance, and comprehensive financial planning.”
Ison Financial Planning
“James Ison is knowledgeable and professional.”
Bruner Financial Services
Global View Capital Advisors
Why these companies made our list
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