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Financial Advisors in Madison, WI

How to choose a financial advisor in Madison

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Mark Pent

Financial Advisor

Annex Wealth Management, Llc

Madison, WI

ProfileNo contact yet

Caden Lee

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Madison, WI

ProfileNo contact yet

Scott Anderson

Financial Advisor

Raymond James Financial Services Advisors, Inc

Madison, WI

ProfileNo contact yet
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