Find financial advisors in Madison

Evolution Financial LLC is a fee-only financial advisory practice dedicated to helping you transition and thrive through every stage of life. What you do with your wealth is highly personal. You can use it to improve life - for you, for your family, for your community, and for your planet. But it's easy to get sidetracked and overwhelmed by all the

We specialize helping self-minted millionaires who travel the world in luxury make more informed and effective financial decisions that make them feel relieved, confident, self-assured, and empowered - and great about your wealth. We serve people who created their own wealth through our commitment to trust, integrity, and accountability. We help our

We serve as the Family CFO for our clients, helping them achieve their most cherished dreams and promoting financial peace of mind in both calm and turbulent times. You have a solid income and starting to accumulate wealth. Each financial decision you make seems magnified because of its impact on your family and dependents. You've made it to the finish

An investment management and financial planning firm serving cross-border investors and Americans abroad. Thun Financial Advisors is a Creative Planning team of cross-border specialist wealth managers and financial planners that work with American citizens abroad and international families in more than 65 countries. David Kuenzi, CFP and Roger Healy