Connect with Top-Rated Financial Planners in Madison!

Evolution Financial LLC is a fee-only financial advisory practice dedicated to helping you transition and thrive through every stage of life. As a partner, Sue Peck, CFP, RLP, CeFT helps clients make the most of their wealth by providing comprehensive financial planning and investment management. With a focus on personalized guidance, Evolution Financial listens to clients' goals and concerns, and helps navigate income planning, investments, retirement planning, tax planning, family changes, career changes, and charitable intentions.

Forward Investment Advisors, Inc. seeks to clearly define and achieve your financial goals. Through evaluation of your specific financial situation and objectives, our services are designed to provide you with a deeper understanding of your financial life. As your investment advisor, we are focused on utilizing investments and services that fit within your risk parameters.

American Investment Advisors, Inc. is a fee-only investment advisory firm that provides discretionary investment management services to retail investors, high net worth individuals, corporations, retirement plans, and non-profit entities. We offer a wide range of services, including financial planning, investment management, and portfolio construction, to help our clients achieve their financial goals.

Red Oak Asset Management, LLC is a financial planning and investment firm based in Madison, Wisconsin. We believe that money is not the asset - you are. Our mission is to guide you through your financial journey, providing personalized services including budget creation, life planning, retirement income planning, and more. We focus on creating a trusting financial foundation for you, helping you make informed decisions about your money to achieve your dreams.

Intrepid Wealth Partners is a pioneering virtual financial advisor dedicated to serving intrepid world travelers, entrepreneurs, and hard-working trailblazers. We believe that financial planning should be centered around YOU, helping you make informed and intentional decisions that align with your hopes, dreams, and goals. Our experienced CFP professionals offer coordinated financial planning, ensuring that your financial plan integrates all relevant aspects of your life. With our streamlined and customized solutions, we focus on what truly matters to you, allowing you to live your best life today and tomorrow.