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Financial Advisors in Madison To Consider

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Financial Advisors in Madison To Consider

Finding the right financial advisor can significantly influence your long-term financial success. Whether you’re building your wealth, planning for retirement, or navigating complex financial decisions, a trusted financial partner can help you make informed choices and stay on track.

If you’re in Madison and looking for financial guidance, consider these trusted advisory firms known for their personalized approach and local expertise.

  1. Triumph Wealth Management LLC
  2. Vantage Point Private Wealth
  3. Walkner Condon Financial Advisors
  4. WEA Member Benefits
  5. Wealth & Wisdom of WI LLC
  6. Weinbach Investment Management LLC
  7. Welshire Capital LLC
  8. WISCO Investment Management
  9. Wisconsin Capital Management LLC
  10. Yahara Wealth Management LLC

1. Triumph Wealth Management LLC

Triumph Wealth Management is a distinguished financial planning and wealth management firm committed to guiding individuals, families, and business owners toward financial clarity and long-term prosperity. Located at 1241 John Q Hammons Drive, Suite 501, Madison, WI 53717, the firm specializes in delivering personalized strategies that align with clients’ unique goals and values.

For more information or to schedule a consultation, visit triumphwealth.com.

🔹 Services: Financial Planning, Investment Strategies, Risk Protection, Legacy Planning
📍 Address: 1241 John Q Hammons Drive, Suite 501, Madison, WI 53717
📞 Phone: (608) 828-4400
🔗 Website: triumphwealth.com
 📧 Contact: Contact Form

2. Vantage Point Private Wealth

Vantage Point Private Wealth is a distinguished wealth management firm committed to guiding individuals and families toward financial clarity and confidence. With offices in Walnut Creek, CA, and Madison, WI, the firm offers personalized financial planning that aligns with clients’ unique goals and aspirations. Their team of seasoned advisors specializes in comprehensive wealth management, retirement planning, and tax-efficient strategies, ensuring clients navigate their financial journeys with informed decisions and peace of mind. Emphasizing trust, accessibility, and proactive collaboration, Vantage Point Private Wealth stands as a reliable partner in achieving long-term financial success.

🔹 Services: Wealth Management, Retirement Planning, Tax Efficiency Strategies
📍 Addresses:

3. Walkner Condon Financial Advisors

Walkner Condon Financial Advisors is a distinguished, independent, fee-only financial planning firm headquartered in Madison, Wisconsin. Renowned for its “Comfortably Unique™” approach, the firm offers personalized financial guidance that prioritizes trust, transparency, and client education. Their team of experienced advisors specializes in a comprehensive suite of services, including retirement planning, investment management, tax strategies, estate planning, and financial planning for U.S. expatriates. By adhering strictly to fiduciary standards, Walkner Condon ensures that every recommendation aligns with clients’ best interests. Serving both domestic and international clients, the firm is dedicated to empowering individuals and families to navigate their financial journeys with confidence and clarity. For more information or to schedule a consultation, visit walknercondon.com.​

🔹 Services: Retirement Planning, Investment Management, Tax Planning, Estate Planning, U.S. Expat Financial Planning

📍 Address: 3418 Monroe Street, Madison, WI 53711

📞 Phone: 1-608-234-4127 advisorsearch.org

🔗 Website: walknercondon.com

 📧 Contact: info@walknercondon.com​

4 WEA Member Benefits

WEA Member Benefits is a trusted financial organization dedicated to enhancing the financial well-being of public school employees and their families. Established in 1972 by Wisconsin educators, the organization offers a range of services including retirement savings programs, financial planning, and personal insurance. Operating as a trust, WEA Member Benefits reinvests profits into programs that benefit its members, ensuring a focus on service over profit. With a commitment to education and a deep understanding of the unique needs of educators, WEA Member Benefits provides personalized guidance to help members achieve financial security and peace of mind. Their offerings have expanded nationally, making select programs available to educators across the United States.​

🔹 Services: Retirement & Investment Programs, Financial Planning, Personal Insurance
📍 Address: PO Box 7893, Madison, WI 53707
📞 Phone: 1-800-279-4030
🔗 Website: weabenefits.com
 📧 Contact: Contact Form

5. Wealth & Wisdom of WI LLC

Wealth and Wisdom of Wisconsin is a dedicated financial planning firm committed to educating clients and challenging traditional financial strategies. Located at 8201 Mayo Drive, Suite 111, Madison, WI 53719, the firm emphasizes maximum coverage, protection, and efficiency of money. By integrating insurance, savings, investments, and tax planning, they aim to help individuals, families, and businesses achieve financial independence. Their well-defined economic process coordinates financial decisions for optimal efficiency, making implementation easier and results verifiable. With a focus on client education, they empower clients to make informed financial decisions that benefit their cash flows now and throughout retirement.​

🔹 Services: Comprehensive Financial Planning, Investment Strategies, Tax Planning
📍 Address: 8201 Mayo Drive, Suite 111, Madison, WI 53719
📞 Phone: +1 608-497-3323
🔗 Website: wealthandwisdomwi.com
 📧 Email: assistant@wealthandwisdomwi.com​

6. Weinbach Investment Management LLC

Weinbach Investment Company is a distinguished financial advisory firm committed to delivering personalized investment strategies and wealth management solutions. Located in Miami, Florida, the firm specializes in guiding clients through the complexities of financial planning, ensuring that each investment decision aligns with their long-term objectives. With a focus on integrity and client-centric services, Weinbach Investment Company has established itself as a trusted partner for individuals seeking financial clarity and growth.​

🔹 Services: Investment Advisory, Wealth Management, Financial Planning
📍 Address: Miami, FL
📞 Phone: 608-709-5562
🔗 Website: weinbachinvestment.biz
 📧 Contact: dave@weinbachinvestment.biz

7. Welshire Capital LLC

Welshire Advisors is a distinguished retirement and estate planning firm committed to guiding individuals and families toward financial tranquility. With offices in Madison and Onalaska, Wisconsin, the firm offers personalized financial strategies tailored to each client’s unique aspirations. Their team of seasoned advisors specializes in retirement planning, estate planning, investment planning, and business succession planning, ensuring clients receive comprehensive support in managing their financial futures. Since 1984, Welshire Advisors has been dedicated to protecting and enhancing the wealth clients have diligently built, fostering peace of mind through a client-centric approach. For more information or to schedule a consultation, visit welshire.com.​

  • Services: Retirement Planning, Estate Planning, Investment Planning, Business Succession Planning​
  • Madison Office: 999 Fourier Drive – Suite 100, Madison, WI 53717
  • Phone: (608) 841-1043​
  • Onalaska Office: 1113 Riders Club Rd, Onalaska, WI 54650​
  • Phone: (608) 783-0003
  • Website: welshire.com​

8. WISCO Investment Management

Wisco Investment Management is a Madison, Wisconsin-based advisory firm dedicated to assisting individuals, families, and businesses in making informed decisions regarding their financial assets. As a locally owned, privately held, and independent firm, Wisco offers unbiased advice tailored to each client’s unique circumstances. Their services include investment management, financial planning, retirement planning, and estate planning, all aimed at achieving long-term financial objectives while managing appropriate levels of risk. Wisco’s six-step investment process is conducted entirely in-house, ensuring personalized and attentive service. For more information or to schedule a free consultation, visit wiscoinvest.com.​

9. Wisconsin Capital Management LLC

Wisconsin Capital Management (WisCap) is a distinguished investment advisory firm founded in 1984, dedicated to delivering personalized financial solutions that empower clients to achieve their financial objectives. With a legacy spanning over four decades, WisCap offers a comprehensive range of services, including wealth management, retirement planning, and tax efficiency strategies. Their team of seasoned advisors employs a balanced investment approach, emphasizing diversification across stocks, bonds, and cash to manage risk and capitalize on growth opportunities. By focusing on companies with robust growth potential, innovative products, and strong market positions, WisCap aims to provide clients with superior, risk-adjusted returns. Their commitment to integrity, professionalism, and excellence ensures that clients receive personalized guidance aligned with their long-term financial goals. For more information or to schedule a consultation, visit wiscap.com.​

  • Services: Wealth Management, Retirement Planning, Tax Efficiency Strategies​
  • Address: 1310 Mendota Street, Suite 107, Madison, WI 53714​
  • Phone: 1-608-245-3292​
  • Website: wiscap.com​
  • Email: info@wiscap.com

10. Yahara Wealth Management LLC

Yahara Wealth Management LLC is a distinguished financial advisory firm located at 725 Heartland Trail UNIT 205, Madison, WI 53717. They specialize in comprehensive financial planning, investment management, pension consulting, and advisor selection services. As of their most recent filings, the firm manages approximately $80 million in assets across 64 clients, with an average client size of over $1.3 million. Their advisory team comprises two experienced advisors, maintaining an average client-to-advisor ratio of 32:1. For personalized financial guidance, you can contact them at (608) 467-1010 or visit their website at yaharawealth.com.

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