Independent Financial Advisors
Consultative, fee-only wealth advisors
Financial Strategies, Inc. is one of fewer than 50 Fee-Only wealth advisory firms in the state of Wisconsin. Our advisors primarily focus on successful executives, retirees, and their families. We help clients make good financial stewardship decisions, so they can spend more time doing what they love without worry.
Our advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. Our advisors are members of the National Association of Personal Financial Advisors (NAPFA), and strongly believe that NAPFA membership, as well as the fee-only financial advisory model, is the only way to maintain a respectful, client-focused approach to guiding individuals through preparing for life’s transitions. In fact, we were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.
We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.