Best Specialists Financial Advisor Milwaukee Near Me

4worldlovers: Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

4worldlovers: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

4worldlovers: 1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.

3 Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2022; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), December 2022; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

4 Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4worldlovers:
The Milwaukee team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with business owners, attorneys, accountants and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

“Today, people are inundated with information. What many people really want is an advocate to help them understand their options and make strategic decisions.”


U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 41,000 in volunteer hours. Our team is actively involved in providing support through the Greater Milwaukee Foundation, American Heart Association in Milwaukee, Gift of Adoption, United Performing Arts Fund and others.


Insurance products are available through our affiliate U.S. Bancorp Investments.


Read our up-to-date reports on economic events and news from the markets.


Planning ahead may potentially ease the transition of your family business without a major tax hit.


Seven financial strategies that can help you work toward the retirement you want.


Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.


U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.


Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.


U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

4worldlovers:
Helping you manage financial anxiety as you navigate through life’s transitions

For over 25 years, McCarthy Grittinger Financial Group (MG Financial Group) has provided investment advisory and financial planning services for individuals and families. Our primary, fee-only service provides ongoing investment management for over $350M in client assets leveraging our proven financial planning approach.

Founded in 1995, McCarthy Grittinger Financial Group is an independent financial planning and investment advisory firm in Southeastern Wisconsin. We provide our clients with services in key areas of their personal financial lives: Financial Planning, Tax Analysis & Investment Management. This approach allows us to craft better financial options and deliver more integrated decisions to our clients.

4worldlovers: Gain a more complete picture of your financial life with our Confident Retirement approach


Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals.

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur. (2:00)


Our team of investment professionals provide objective research, actionable investment strategies and ongoing market and economic analysis. Read more insights.

1 Kiplinger readers were invited to take the 2023 Readers' Choice Awards survey on Kiplinger.com from Feb. 28-March 31, 2023. Kiplinger received more than 2,600 total completed surveys — 725 of which answered the questions pertaining to the Wealth Management category. Respondents selected the wealth management company they used most frequently, and then rated that provider on a ten-point scale in four criteria: likelihood to recommend to others, overall satisfaction, trustworthiness of the firm's advisors and quality of financial advice. Kiplinger determined the overall winner in each category by identifying the provider with the highest total score of all criteria. For more information, visit https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to cite the results. Award is not indicative of future performance or representative of any one client’s experience. From Kiplinger's Personal Finance. 2023 The Kiplinger Washington Editors. All rights reserved. Used under license.

2 The Confident Retirement approach will include a review of your existing financial retirement situation and potential opportunities, gaps, or general strategies. You will not receive a comprehensive review or financial planning services for which fees are charged. It is not a guarantee of future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

4worldlovers:
Each relationship revolves around a comprehensive plan built on a thorough understanding of your goals. Our advisors are supported by an internal team of experts dedicated entirely to identifying the best possible investment solutions for clients.

Your aspirations are our inspiration. No matter where you are on life’s path, we have a team of advisors to meet you.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Wealthspire did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Wealthspire by any of its clients.

4worldlovers: My passion for serving my clients is rooted in my personal experiences. Growing up, my father worked at the local community bank in Racine. Following in his footsteps, I pursued a degree and career in the financial services industry.

Shortly after, I witnessed the impact of the 2008 Great Recession on my father's savings and dreams. His bank went under and I watched him make difficult choices about his personal and financial goals, from delayed retirement to selling the vacation home. I came to the realization that, while I could not have prevented my father’s loss, I could help others like him mitigate risks in the future by working with them to develop strategies for navigating market cycles and life’s transitions. This led me to launch my own practice with Edward Jones in 2010.

As your financial advisor, my primary goal is to create a partnership where you feel understood and I understand what is most important to you. I will engage you in our established process to help you articulate and reach your goals with personalized strategies throughout your life to help keep you on track. I know that life carries with it ups and downs and I believe it is most important to have an environment where you feel comfortable sharing how these experiences impact your financial goals.

We work with a limited number of families, affording us the opportunity to prioritize individualized attention and take time to deeply understand them and their needs. Our branch team is supported by Lara Steinbach, along with the advanced technology and resources of Edward Jones. Lara and I look forward to meeting with you in-person or virtually and learning how we can best help you and your family.

On a personal note, my wife, Tiffany, and I live in Waukesha with our little girl and five rescued dogs. We enjoy traveling, vacuuming dog hair, a good movie night and taking life's challenges head on, together. In addition, I am an active participant in the Greater Milwaukee Recovery Community.