Best Financial Planners in Milwaukee (2026 Rankings)

Colin J Dewey at Edward Jones offers highly personalized financial planning with a focus on building lasting relationships. With designations like ABFP® and CRPC™, Dewey brings a wealth of expertise to help you craft a strategy tailored to your unique life circumstances. Expect dedicated support to navigate your path toward financial security and growth.

Augustine Financial stands out for its commitment to providing exceptional client service and comprehensive financial solutions. They focus on understanding your individual needs to develop sophisticated strategies for wealth management and preservation. This firm is ideal for those seeking a highly attentive and skilled partner in their financial planning.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Vantage Financial Partners prides itself on a collaborative approach, working closely with clients to understand their aspirations. They offer strategic financial planning designed to adapt to your evolving needs and market conditions. Their team is dedicated to providing clear, actionable advice for long-term financial success.

Roman Financial brings a wealth of experience to the table, offering trusted advice and robust financial planning services. They emphasize building strong client relationships founded on integrity and transparency. Whether you're planning for retirement or managing investments, Roman Financial provides a solid foundation for your financial strategy.

DBHW Wealth Partners delivers comprehensive wealth management solutions with a strategic outlook on your financial future. They cater to a diverse clientele, offering tailored advice for investment management, retirement planning, and legacy creation. Expect a team committed to understanding your unique goals and providing sophisticated guidance.

Northwestern Mutual is a well-established firm known for its broad range of financial planning and insurance products. They offer comprehensive services to help individuals and families secure their financial well-being through careful planning and investment. Their extensive resources provide a strong support system for achieving long-term financial objectives.

This specific Northwestern Mutual location focuses on delivering personalized financial advice and solutions. They work with clients to develop strategies for insurance, investments, and retirement planning. Their approach aims to provide clarity and support, helping individuals build a secure financial future.