Top financial advisors in Madison, 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.
You might be considering your retirement options or managing a public pension if you work in government, which is common in Madison, WI. Without an advisor familiar with local pension rules and retirement planning, you risk missing key benefits or timing your withdrawals poorly.
- Public pension expertise. Confirm how they incorporate your pension details into your overall retirement plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance taxes and cash flow over time.
- Local market knowledge. Understanding Madison's cost of living and tax environment can affect your investment and withdrawal strategies.
- Experience with government benefits. Check if they consider Social Security and other government programs alongside your pension for a complete picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sandeep B
Series 65
Pewaukee, WI
Creative Planning
Sandeep Brion's expertise in retirement income strategy and tax-loss harvesting suits those managing retirement plans in Madison, WI, especially with his Series 65 designation and five years of experience. Working at Creative Planning, a large firm with a flat-fee structure, he serves high-net-worth clients using a financial planning–led approach focused on low-cost indexing and buy-and-hold strategies, differentiating him from advisors with smaller practices or different fee models.
Experience: 5 years
Avg account: $2,113,277
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Brennan G
Series 63, Series 65
Sussex, WI
Fidelity
Brennan Gott, based in Sussex, WI, is equipped to assist with retirement planning near Madison through his seven years of experience and Series 63 and 65 licenses. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he offers active portfolio management and charitable giving expertise, which may complement local pension and government benefit considerations.
Experience: 7 years
Avg account: $234,793
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Ryan M
CFP®, CPWA®
Madison, WI
Oak Wealth Advisors LLC
Ryan Mcguire in Madison, WI, offers expertise in planning for children with special needs, backed by 11 years of experience and CFP® and CPWA® certifications. His firm, Oak Wealth Advisors LLC, provides flat-fee and tiered AUM pricing, serving high-net-worth clients with independent advice, which may suit those seeking specialized family-focused financial planning alongside local market knowledge.
Experience: 12 years
Avg account: $2,043,189
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John H
Series 63, Series 65
Madison, WI
Farther
John Handy Jr. offers extensive retirement planning expertise in Madison, WI, with 39 years of experience and a focus on passive/index investing and retirement plans for business owners. His flat-fee, independent advisory approach through Farther leverages technology-driven, algorithmic portfolios, distinguishing him from others by combining seasoned insight with innovative investment management tailored to local market conditions.
Experience: 39 years
Avg account: $972,193
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Zachary P
Series 65
Rockford, IL
Choreo, LLC
Zachary Pearsall specializes in retirement income strategy, which is crucial for managing retirement options and public pensions common in Madison, WI. Operating from Rockford, IL, he offers flat-fee financial planning and serves high-net-worth clients, leveraging Choreo, LLC's strategic asset allocation and diversified portfolios overseen by an Investment Committee, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 3 years
Avg account: $2,616,809
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