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Choosing the right financial advisor in Milwaukee could be one of the most impactful decisions for your wealth and future. Whether you’re planning for retirement, optimizing investments, or preserving generational wealth, Milwaukee’s leading financial advisors bring deep local market knowledge alongside customized strategies tailored to your unique needs.
What sets these firms apart is their commitment to personalized service—they take the time to understand your financial aspirations, risk tolerance, and long-term vision. With expertise in tax planning, estate management, and wealth growth, Milwaukee’s recommended advisors provide clarity and confidence in an ever-changing financial landscape.
If you’re looking for trusted guidance to navigate life’s biggest financial decisions—from buying a home to securing your retirement—these standout Milwaukee advisors offer the expertise and reliability you deserve. Start your journey toward financial confidence today.
Financial Advisors in Milwaukee To Consider
- Kademian Financial Group
- Baird Private Wealth Management
- Portfolio Financial Services
- Red Granite Growth Group
- Jeff Burch
- Arcataur Capital Management
- Catholic Investment Strategies
- National Investment Services
- Rodger Premeau ChFC
- David Smallwood
1. Kademian Financial Group
Kademian Financial Group is a trusted financial advisory firm committed to helping clients achieve long-term financial success through customized wealth management solutions. With a client-centric approach, the firm offers personalized financial planning, investment management, and retirement strategies tailored to individual goals and risk tolerance. Located at 330 E Kilbourn Ave, Milwaukee, WI 53202, their team of experienced advisors provides comprehensive guidance to navigate complex financial landscapes. Kademian Financial Group emphasizes transparency, education, and disciplined investing to ensure clients make informed decisions.
Services: Wealth Management, Financial Planning, Retirement Strategies
Address: 330 E Kilbourn Ave, Milwaukee, WI 53202
Phone: (414) 289-9925
Website: Kademian Financial Group
Contact: daniel@andersonfinancial.net
2. Baird Private Wealth Management
Baird Private Wealth Management delivers sophisticated financial solutions to high-net-worth individuals, families, and institutions seeking tailored investment strategies. The firm combines deep market expertise with a personalized approach to help clients build, preserve, and transfer wealth effectively. Based at 777 E. Wisconsin Ave., Milwaukee, WI 53202, their advisors specialize in estate planning, tax-efficient investing, and multi-generational wealth management. Baird’s commitment to integrity and long-term relationships ensures clients receive unbiased, high-touch advisory services.
Services: Investment Management, Estate Planning, Tax Strategies Address: 777 E. Wisconsin Ave., Milwaukee, WI 53202 Phone: (414) 765-3782 Website: Baird Private Wealth Management Contact: clind@rwbaird.com
3. Portfolio Financial Services
Portfolio Financial Services is dedicated to helping clients achieve financial security through comprehensive planning and disciplined investment management. Their advisors work closely with individuals and families to design customized strategies for retirement, education funding, and legacy planning. Headquartered at 3490 S Ellen St, Milwaukee, WI 53207, the firm prioritizes risk mitigation and asset allocation to align with clients’ unique objectives. With a focus on transparency and client education, Portfolio Financial Services empowers informed decision-making.
Services: Retirement Planning, Wealth Management, Risk Mitigation Address: 3490 S Ellen St, Milwaukee, WI 53207 Phone: (414) 526-9267 Website: Portfolio Financial Services Contact: ttriolo@sagepointadvisor.com
4. Red Granite Growth Group
Red Granite Growth Group specializes in dynamic investment strategies designed to maximize long-term growth while managing risk for clients. Their team leverages rigorous research and tax-efficient practices to optimize portfolios for individuals and businesses. Located at 309 N Water St # 315, Milwaukee, WI 53202, the firm emphasizes proactive financial planning and adaptive investment solutions. Red Granite’s client-first philosophy ensures tailored advice that evolves with changing market conditions.
Services: Growth Investing, Financial Planning, Tax Efficiency Address: 309 N Water St # 315, Milwaukee, WI 53202 Phone: (226)4480724 Website: Red Granite Growth Group Contact: kcarlson@zieglercap.com
5. Jeff Burch
Jeff Burch, a seasoned advisor with Northwestern Mutual, provides holistic financial solutions encompassing insurance, investments, and retirement planning. His approach integrates personalized strategies to protect and grow clients’ wealth while addressing their unique life goals. Based at 720 E Wisconsin Ave, Milwaukee, WI 53202, Jeff emphasizes trust-building and long-term relationships to deliver peace of mind. With expertise in risk management and asset preservation, he helps clients navigate financial complexities confidently.
Services: Financial Planning, Insurance, Investment Solutions Address: 720 E Wisconsin Ave, Milwaukee, WI 53202 Phone: (414) 271-1444 Website: Jeff Burch Contact: stacey.massa@nm.com
6. Arcataur Capital Management
Arcataur Capital Management focuses on delivering disciplined, research-driven investment strategies for high-net-worth individuals and institutions. Their team combines deep analytical rigor with a client-centric philosophy to preserve and grow wealth across market cycles. Headquartered at 826 N Plankinton Ave # 300, Milwaukee, WI 53203, the firm offers customized portfolio management and strategic financial advisory services. Arcataur’s commitment to transparency and low-risk, high-reward principles sets them apart in wealth management.
Services: Portfolio Management, Wealth Preservation, Financial Advisory Address: 826 N Plankinton Ave # 300, Milwaukee, WI 53203 Phone: (414) 225-8200 Website: Arcataur Capital Management Contact: jgrueninger@arcataur.com
7. Catholic Investment Strategies
Catholic Investment Strategies offers faith-based investment solutions that align financial goals with moral and ethical values for individuals and institutions. Their strategies integrate Catholic social teaching, avoiding investments in industries contrary to faith principles. Located at 400 E Wisconsin Ave #102b, Milwaukee, WI 53202, the firm provides ESG (Environmental, Social, Governance) screening and faith-centered financial planning. Clients benefit from both competitive returns and a clear conscience in their investments.
Services: Faith-Based Investing, Financial Planning, ESG Strategies Address: 400 E Wisconsin Ave #102b, Milwaukee, WI 53202 Phone: (800) 518-0945 Website: Catholic Investment Strategies Contact: info@suminvest.com
8. National Investment Services
National Investment Services is an independent advisory firm offering unbiased investment management and retirement planning services. Their advisors craft tailored strategies to help clients achieve financial security through disciplined, long-term investing. Based at 777 E Wisconsin Ave #2350, Milwaukee, WI 53202, the firm prioritizes low-cost, high-efficiency portfolios to maximize client outcomes. With a focus on education and proactive communication, they empower clients to stay informed.
Services: Investment Advisory, Retirement Planning, Wealth Management Address: 777 E Wisconsin Ave #2350, Milwaukee, WI 53202 Phone: (414) 765-1980 Website: National Investment Services Contact: rbrooks@nisi.net
9. Rodger Premeau ChFC
Rodger Premeau ChFC, founder of Premeau Financial, provides expert financial planning and wealth management services to individuals and families. His strategies focus on retirement readiness, tax efficiency, and generational wealth transfer to secure clients’ futures. Located at 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, Rodger emphasizes personalized attention and data-driven decision-making. With the Chartered Financial Consultant (ChFC) designation, he offers advanced expertise in complex financial scenarios.
Services: Financial Planning, Wealth Management, Retirement Strategies Address: 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202 Phone: (414) 226-8016 Website: Rodger Premeau ChFC Contact: rodger.premeau@equitable.com
10. David Smallwood
David Smallwood, founder of True Wealth Partners, specializes in holistic financial planning that aligns investments with clients’ life aspirations and values. His firm serves professionals, families, and retirees with strategies for tax optimization, estate planning, and risk management. Based at 720 E Wisconsin Ave, Milwaukee, WI 53202, David prioritizes education and collaborative goal-setting to foster confidence. True Wealth Partners’ fiduciary standard ensures advice is always in clients’ best interests. Services: Holistic Financial Planning, Investment Management, Estate Planning Address: 720 E Wisconsin Ave, Milwaukee, WI 53202 Phone: – Website:David Smallwood Contact: katie.weber@nm.com
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