Financial Planners

Baird Wealth Management

4106 Oakwood Hills Parkway, Suite 100, Eau Claire

Areas of focus include financial and estate planning, featuring retirement and education planning, tax planning, wealth transfer, and charitable giving; investment management, including portfolios, comprehensive advisement, brokerage, and cash management; and risk and liability management.

Financial Planners

Bernicke Wealth Management

1565 Bluestem Blvd, Altoona

Acts as the chief financial officer of their clients, consulting about major decisions and assets, while also contracting specialists. Services include investment management, tax minimization, estate planning, income planning, and asset preservation.

Financial Planners

Blue Granite Wealth

4257 Southtowne Drive, Eau Claire

Blue Granite Wealth offers banking & lending solutions, business planning, corporate retirement plan consulting, education planning; estate, charitable giving & trust, financial planning, fixed income services, longevity planning, portfolio management, retirement planning, and risk management.

Financial Planners

Cadott Tax & Financial Services

345 N. Main St., Cadott

As a full-service tax and accounting firm, offering professional, personal service; expert knowledge, and comprehensive tax & accounting services. Can help with businesses, farms, families, estate planning, and life insurance.

Financial Planners

CLA

3402 Oakwood Mall Dr., Eau Claire

Offering planning and guidance to help you reach your professional and personal goals. Services include audit preparation, consulting, global services, accounting, health insurance, outsourcing, tax, technology, business & leadership transitions, employee benefit plans, growth strategies, human resources, wealth advisory, and more.

Financial Planners

Fries Financial Group

11 E. Central Street, Chippewa Falls

Fries Financial Group is an independent Raymond James Financial branch. They offer asset allocation, asset management, college planning, estate planning, financial planning, and retirement planning.

Financial Planners

Hall Financial Group LLC

4319 Jeffers Rd, suite 202, Eau Claire

An independent firm offering including financial plan creation, portfolio preparation, capital preservation, ongoing monitoring, and retirement plan development.

Financial Planners

Investment Management Associates

431 E Clairemont Ave., Suite A, Eau Claire

An independent advisor offering financial services to build and preserve the wealth of clients from all walks of life including business owners, executives, retirees, and more. They can choose from non-proprietary financial instruments.

Financial Planners

Jones Financial Consulting, LLC

Eau Claire

Helping you achieve your personal financial goals, make sound financial decisions, and achieve peace of mind regarding your finances. Specializing in comprehensive financial planning and investment guidance for pre-retirees and retirees. Jones Financial is an independent advisory firm that acts as a fiduciary.

Financial Planners

Keystone Financial

4410 Golf Terrace, Eau Claire

KeyStone Financial is a full service financial advisory firm serving clients throughout the Midwest. Services include retirement plans, income strategies, wealth accumulation, life insurance, tax minimization, IRA & 401(k) Rollovers, asset protection, annuities, mutual funds, and bonds.

Financial Planners

Main Street Capital Management

601 S. Farwell Street, Eau Claire

Main Street Capital Management offers services like investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, risk management, planning for college savings, life insurance, and more.

Financial Planners

On the Money is sponsored by:

Royal Credit Union
200 Riverfront
Downtown Eau Claire

On the Money is sponsored by:

Royal Credit Union
200 Riverfront
Downtown Eau Claire