Financial Advisors
Madison, WI
LBW Wealth Management is a fee-only financial advisory firm in Madison serving individuals and small business owners who want objective, personalized financial planning without aggressive sales tactics or commission-based incentives. Founded by advisors frustrated with industry norms, the firm offers customizable financial planning through a collaborative team approach, using subscription-based billing that aligns their success with yours. They specialize in creating detailed, adaptable financial strategies designed to grow your assets while helping you build a healthier relationship with your finances.
Ideal for: Individuals seeking objective financial planning, Small business owners, Those frustrated with commission-based advisors
Service area: Madison, Wisconsin and surrounding areas
Fee-Only Model: Charges transparent subscription fees rather than commissions, eliminating conflicts of interest and ensuring advice is truly objective and centered on your goals.
Team-Based Expertise: You work with an entire team of specialists bringing multiple disciplines and skill sets, rather than a single advisor, providing comprehensive, synergistic insights.
Customizable Plans: Develops personalized strategies that continuously evolve with your life and goals, not cookie-cutter approaches, with a focus on both financial metrics and your personal values.
Address: 6410 Enterprise Ln #120, Madison, WI 53719
Phone: (608) 286-1321
Website: lbw-wealth.com
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