Best Financial Advisors in Oshkosh

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Oshkosh Financial Landscape

Oshkosh's economy is diverse, with significant contributions from manufacturing, healthcare, and education. The city is strategically located along the Fox River, enhancing its logistical advantages.

Major industries
Manufacturing, Healthcare, Education
Population
66.8K (metro: 66778)
Median household income
$58,000
Unique needs
Oshkosh requires tailored financial advice due to its unique economic landscape and community-focused needs.
Market Insights
Economic Growth
According to BEA (2023), Oshkosh's GDP growth is steady, driven by manufacturing and service sectors.
Wealth Demographics
According to Census (2023), the median household income in Oshkosh is approximately $58,000, reflecting local economic conditions.
Advisor Specializations
Based on BLS (2023), financial advisors in Oshkosh are increasingly focusing on retirement planning and local investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Oshkosh's cost of living is 10% lower than the national average, making it an affordable place to live.
Real Estate Market
According to Zillow (2024), Oshkosh's housing market is stable, with a slight increase in home values over the past year.
Business Environment
According to Fortune (2024), Oshkosh's business climate is favorable, with support for small businesses and local entrepreneurship.

Top 5 Financial Advisors in Oshkosh

Behnke Financial, LLC
★ ★ ★ ★ ★ 5
Mueller Wealth
★ ★ ★ ★ ★ 5
Bryan Drager - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Northwestern Mutual
★ ★ ★ ★ ★ 5
Kuettner Financial Services Llc
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Oshkosh, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Oshkosh-Specific Expertise
For Oshkosh residents working in Manufacturing, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Oshkosh's manufacturing base faces economic shifts; diversify investments. Real estate may face volatility; monitor housing trends. Flooding risks exist; consider insurance.

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