Browse all CFP®-certified advisors in Wisconsin

Every advisor below is licensed to work with clients in Wisconsin. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Wisconsin advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,124
Retired	778
Wealth management	633
Executive	616
Tax-loss harvesting	567
Retirement income strategy	475
Retirement plans for business owners (SEP, solo 401k)	464
College savings (529s, UTMA, etc.)	263
Private / alternative investments	247
Options & derivatives strategies	243
General retirement planning	223
Business exit / sale strategy	209
Annuities	183
Active portfolio management	172
Approaching retirement	165
ESG / Sustainable investing	164
Income planning	149
Cash flow / budgeting	121
Social Security optimization	120
HENRY (High Earners, Not Rich Yet)	119
General estate planning guidance	116
Charitable giving & philanthropy	111
Mid-Career Professionals	98
Multi-generational wealth transfer	92
Business succession planning	90
Passive / index investing	88
Retirement withdrawal strategies	83
Concentrated stock management	77
Business ownership considerations	68
Self-Employed	62
General tax planning	60
Factor investing / smart beta	52
Real estate investing	43
Women Professionals	43
Established Professionals	38
Divorce financial planning	33
Tax strategies for small businesses	31
Debt management	29
Divorced	23
Equity compensation tax strategy	20
Long-term care insurance	18
Doctor or Medical Professional	17
Life insurance needs analysis	13
Values-based investing	12
Business sale tax planning	10
Disability insurance	10
Educators, Teachers, and Academics	8
Married/Couples/Partners	8
Parents	8
Liquidity event planning	7
Religious/faith focused	5
Charitable giving tax strategies	4
Stock option exercise strategy	4
Young Families	3

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