Top financial advisors in Eau Claire, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in government and rely on a public pension, planning your retirement income carefully is key to making the most of your benefits. A common mistake is not accounting for how your pension interacts with other income sources, which can lead to unexpected tax bills or cash flow gaps.
- Pension integration expertise. Ask how they coordinate your public pension with Social Security and other retirement income to avoid surprises.
- Tax impact awareness. Confirm they understand Wisconsin's tax rules affecting pension income and how to minimize your tax burden.
- Cash flow modeling. Look for advisors who project your income and expenses over time, not just at retirement age.
- Benefit timing strategies. Inquire about their approach to when you should start drawing your pension and other retirement accounts for best results.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
George P
ChFC®, Series 63, Series 65
Eau Claire, WI
Capital Coordinators Company
George Piper Jr. in Eau Claire, WI, specializes in general retirement and income planning, making him well-suited to help government workers integrate public pensions with other income sources. With 41 years of experience and a ChFC® designation, he offers hourly fee planning through Capital Coordinators Company, which emphasizes written reports and fundamental analysis, providing a thorough approach compared to advisors with less detailed planning processes.
Experience: 42 years
-
James M
Series 63, Series 65
Eau Claire, WI
Advisornet Wealth Partners
James Massey in Eau Claire, WI, offers expertise in wealth management and retirement plans for business owners, making him well-suited to address retirement income planning for those with public pensions. With 41 years of experience at Cetera, a large firm providing diverse portfolio management and financial planning services, he offers flat-fee and hourly consulting options, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 41 years
Avg account: $895,238
-
Kristen K
Series 66
Eau Claire, WI
Edward Jones
Kristen Kloepping at Edward Jones in Eau Claire, WI, offers wealth management services with expertise in tax-loss harvesting and multi-generational wealth transfer, which can support careful retirement income planning involving public pensions. Edward Jones is a large firm managing over $1 trillion in assets, providing a variety of advisory strategies with fees up to 1.35% annually, suitable for clients seeking comprehensive wealth management within a sizable institutional framework.
Experience: 0 years
Avg account: $246,728
-
Keith C
Series 63
Eau Claire, WI
Ameriprise
Keith Caucutt in Eau Claire, WI, specializes in retirement income strategy and Social Security optimization, making him well-suited to help government workers integrate public pensions with other income sources. With 34 years of experience at Ameriprise, a large firm known for research-driven, tax-efficient retirement planning, he offers a 0.15% AUM fee and focuses on clients approaching retirement with significant investable assets.
Experience: 34 years
Avg account: $471,167
-
David J
CFP®, Series 63
Eau Claire, WI
Jones Financial Consulting, LLC
David Jones specializes in retirement and tax planning in Eau Claire, WI, with 18 years of experience and CFP® certification, making him well-equipped to integrate public pensions with other income sources. His independent firm offers flat-fee and hourly pricing, focusing on long-term, buy-and-hold portfolios tailored through risk profiling, which may appeal to clients seeking personalized, comprehensive financial planning.
Experience: 18 years
Avg account: $651,378
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Eau Claire, WI
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")