Best Financial Advisors in Madison, Wisconsin

Compelling Wealth Advisors is a Forbes-recognized wealth management team operating under Ameriprise Financial Services in Madison, Wisconsin. They provide personalized financial advice covering investment management, retirement planning, and comprehensive financial strategies tailored to each client's life goals and changing circumstances. The team combines customized investment solutions with ongoing relationship management, secure digital account access, and regular financial planning consultations to help clients build and protect wealth across all life stages.

Jason Krueger is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Fitchburg, Wisconsin, specializing in comprehensive financial planning for individuals and families. With credentials including CRPC, APMA, and multiple advanced certifications in estate planning, investment management, and wealth management, he provides personalized guidance on retirement planning, investment strategies, tax planning, and estate planning. Krueger's depth of expertise across life insurance, annuities, and behavioral finance makes him well-equipped to address complex financial situations for high-net-worth clients and those planning major life transitions.

Shepherd Financial Advisors is an independent financial advisory firm serving Madison and the surrounding region. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. Their team takes a personalized approach to understanding each client's unique financial goals and circumstances.

The Capital Group is a financial advisory firm based in Madison that helps clients with investment management, retirement planning, and wealth strategy. Their team of experienced consultants works with individuals and businesses to develop comprehensive financial plans tailored to each client's goals and circumstances.

Walkner Condon Financial Advisors is an independent financial planning firm based in Madison serving individuals and families throughout Wisconsin. They provide comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies tailored to each client's goals. With a focus on personalized service and fiduciary responsibility, they help clients build and protect their financial futures.

Standard of (k)are Advisors is a retirement and investment consulting firm based in Middleton, Wisconsin, specializing in helping individuals achieve retirement readiness. They serve both retirement plan fiduciaries and individual participants, offering financial wellness planning, investment guidance, and ongoing retirement plan monitoring using their proprietary Standard of (k)are™ financial wellness tool. The team provides bilingual support (Spanish and English) and combines personalized advisory services with educational resources to help clients create a comprehensive retirement strategy.

Madison Partners is a local fiduciary investment firm in Madison, WI that provides comprehensive financial planning and investment management services. Their team of experienced advisors helps clients work toward their financial goals with personalized guidance and strategy aligned to what matters most. They serve clients who prefer hands-on management as well as those seeking independent guidance, with flexible scheduling including after-hours appointments by request.

Sentinel Advisory Group provides tailored financial planning and wealth management services to help clients align their resources with their life goals and achieve financial independence. Based in Middleton, Wisconsin, the firm specializes in comprehensive financial planning that addresses clients' entire financial picture—from investment management to tax planning and retirement strategies. Recognized as a Forbes Best-In-State Wealth Management Team, Sentinel Advisory Group emphasizes personalized service, financial clarity, and going beyond expectations to help clients get the most out of their wealth.

Atlas Wealth Advisers is an independent financial advisory firm based in Madison, Wisconsin, serving clients throughout the region with comprehensive wealth management and financial planning services. The firm specializes in helping individuals and families develop personalized investment strategies, retirement planning, and long-term financial goals. They provide direct consultation and fiduciary-based advice to build and protect client wealth.

Jacobson & Schmitt Advisors is a fee-only, fiduciary financial advisory firm based in Middleton, Wisconsin, serving clients throughout the Madison area and around the world. The firm specializes in comprehensive financial planning, investment management, retirement planning, tax efficiency, legacy planning, and net worth monitoring—all guided by their signature "Money Mission" philosophy that aligns your wealth with your personal values and goals. They work with families, small businesses, and nonprofits, offering personalized advice from advisors who invest alongside clients and prioritize long-term responsibility over sales commissions.

Savant Wealth Management is a fiduciary financial advisor serving Middleton and the greater Wisconsin area with comprehensive wealth management services. Their team of CFP-certified advisors specializes in investment management, retirement planning, tax strategies, estate planning, trust services, and accounting for clients with $750,000+ in investable assets, as well as those on a path to significant financial growth. Savant combines the resources of a national firm with personalized, community-based advisory focused on helping clients build long-term financial strategies aligned with their values and life goals.

Midwest Financial Group is a full-service, independent financial and tax planning firm headquartered in Madison, WI, serving clients throughout Wisconsin. They offer comprehensive services including individual financial planning, retirement and income planning, tax preparation and accounting, investment management, business tax advisory, corporate group employee benefits, Medicare and health plan services, and Virtual CFO solutions for small businesses. As independent fiduciary advisors, their focus is on aligning recommendations with clients' values, goals, and risk tolerance rather than earning commissions.

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.

Capital Wealth Advisory Group is a private wealth management practice serving Madison and surrounding areas since 1978. As an Ameriprise Financial Services affiliate, they provide comprehensive financial planning including retirement planning, investment management, tax planning strategies, and insurance planning for long-term care. Their team focuses on personalized service and multi-generational wealth solutions, helping clients develop clarity around their financial goals so they can focus on what matters most.

EnRich Financial Partners is a fiduciary financial advisory firm in Madison, WI, staffed by CFP® professionals who serve as a Family CFO for individuals, families, and retirees. They provide comprehensive financial planning, investment portfolio management, retirement planning, estate planning, tax planning, and risk management across all life stages—from those just starting out to those in retirement. Their fiduciary commitment ensures clients' interests always come first.

Baird Private Wealth Management, part of the Robert W. Baird & Co. family of companies, provides comprehensive wealth management and financial advisory services to clients in the Madison area. Their team of experienced advisors offers personalized investment management, retirement planning, and financial strategy tailored to individual circumstances. They focus on building long-term relationships and helping clients achieve their financial goals through thoughtful planning and disciplined investment approaches.

Akamai Investment Advisors is an independent financial advisory firm based in Fitchburg, Wisconsin, serving clients throughout the Madison area. They provide personalized investment management and financial planning services to help clients build and protect wealth. The firm specializes in working with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances.

Transamerica Financial Advisors Inc., located in Madison, provides comprehensive financial planning and advisory services through their experienced team. They offer insurance products, investment management, and personalized financial consulting to help clients build and protect their wealth. The firm combines Transamerica's established resources with local expertise to deliver tailored solutions for individual and family financial goals.

Lindenwood Financial LLC is an independent financial advisory firm based in Madison that helps clients build and preserve wealth through personalized financial planning and investment management. The team works with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. They emphasize a consultative approach to help clients make informed decisions about their financial future.

Goldstein Advisors is an independent financial advisory firm serving Madison and surrounding communities. They provide comprehensive financial planning and investment management services tailored to individual client needs. The firm focuses on helping clients build and preserve wealth through personalized strategies.

Resonant Capital Advisors is an independent financial advisory firm based in Madison, Wisconsin, serving clients with comprehensive wealth management and financial planning services. The firm takes a personalized approach to help clients build and protect their assets through tailored investment strategies and long-term financial guidance. They focus on understanding each client's unique goals and providing fiduciary-standard advice aligned with client interests.

RBC Wealth Management's Madison branch is a full-service investment firm offering comprehensive wealth management services including portfolio management, retirement planning, estate planning, education funding, and company stock option planning. As part of RBC, one of Wall Street's most respected financial institutions, the Madison team provides clients with fiscal strength, responsible stewardship, and access to global financial resources. They focus on helping clients build, preserve, enjoy, and share their wealth through careful asset management and personalized advisory services.

Forward Investment Advisors is a Madison-based firm with over 30 years of experience providing personalized financial planning and investment management services. They offer comprehensive financial strategies including investment management, financial planning, and portfolio analysis using a goal-oriented approach with no-load mutual funds, ETFs, bonds, and individual stocks. Their team takes time to understand each client's unique situation and provides quarterly detailed reports and ongoing reviews to help clients achieve their financial goals while managing risk.

Yahara Wealth Management LLC is an independent financial advisory firm in Madison serving clients throughout south-central Wisconsin. They provide comprehensive wealth management and financial planning services designed to help individuals and families build and preserve wealth. The firm is committed to putting clients' interests first with personalized investment strategies and financial guidance.

Beau Goff is a financial advisor with Raymond James, a major investment and wealth management firm. Based in Madison, he provides personalized financial planning and investment management services to help clients build and protect their wealth. Raymond James offers comprehensive financial solutions including retirement planning, investment strategies, and wealth preservation for individuals and businesses.

Stifel is a full-service investment and wealth management firm offering financial advisory services to individuals and businesses in Madison. With access to comprehensive investment management, retirement planning, and personalized financial strategies, Stifel helps clients build and preserve wealth through tailored solutions.

Cornerstone Wealth Management is an independent financial advisory firm serving Madison-area clients with comprehensive wealth management, investment management, and financial planning services. They work with individuals and families to develop personalized strategies for building and protecting wealth, retirement planning, and achieving long-term financial goals.

Crownstone Wealth Management is an Ameriprise Financial advisory practice in Middleton, WI offering personalized financial planning, investment management, and wealth advice tailored to individual goals and life stages. The team provides comprehensive financial guidance backed by Ameriprise's 130+ year heritage, with secure digital tools and regular relationship-based consultations to help clients build financial confidence.

Wealthspire is a Madison-based financial planning firm serving clients from their office on the northeast side of town. Led by a team of CFP-certified advisors and specialists, they provide comprehensive financial planning, investment management, and retirement strategy guidance while operating under a fiduciary standard. Their approach emphasizes personalized solutions, transparency, and helping clients feel confident achieving their long-term financial goals.