Top Rated Financial Advisors in Madison, Wisconsin

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Madison, Wisconsin is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Madison, Wisconsin with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Madison, Wisconsin near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Zach Kuehl

Madison Partners

CFP^®

Zach Kuehl, a financial fiduciary, provides financial services to clients in the Madison, Wisconsin area. Zach holds a CFP^® certification. Zach has over 12 years of experience.

Madison, WI

Telephone Advisor

Telephone: 608-204-5992

Visit Advisor Website

https://www.themadisonpartners.com/

View Research Report

Additional Information:

Years of Experience:
12 Years

Fee Structure


• Fee-Based

Asset Requirement: $100,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Risk Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Madison, Wisconsin area.

Madison, WI

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Jacobson & Schmitt Advisors, LLC

CFP^®, CPWA^®, EA, CFA^®

Jacobson & Schmitt Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Middleton, Wisconsin area.

Middleton, WI

Telephone Advisor

Telephone: 608-662-7500

Visit Advisor Website

www.jandsadvisors.com

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Asset Requirement: $0

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Zachery West, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Waukesha, Wisconsin area.

Waukesha, WI

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.