Best Financial Advisors in Wausau

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
4.5/5.0
Average Rating

Wausau Financial Landscape

Wausau's economy is diverse, with a focus on manufacturing, healthcare, and retail. The city serves as a regional hub for commerce and services.

Major industries
Manufacturing, Healthcare, Retail
Population
39.3K (metro: 39309)
Median household income
$55,000
Unique needs
Wausau requires tailored financial advice due to its unique economic landscape and community-focused needs.
Market Insights
Economic Growth
According to BEA (2023), Wausau's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Wausau is $55,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Wausau are increasingly focusing on retirement planning and local investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Wausau's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Wausau's real estate market is experiencing growth, with home prices rising due to demand.
Business Environment
According to Fortune (2024), Wausau's business climate is favorable, with support for small businesses and local entrepreneurship.

Top 5 Financial Advisors in Wausau

MPPL Financial
★ ★ ★ ★ ★ 5
Hermening Financial Group - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Whalen Financial Group Inc.
★ ★ ★ ★ ★ 5
Northern Way Wealth Management
★ ★ ★ ★ ★ 5
James A Koehler - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wausau, 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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Wausau-Specific Expertise
For Wausau residents working in Manufacturing, Healthcare, Retail, 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
Wausau's manufacturing sector faces economic shifts; real estate prices are rising, posing bubble risks. Prepare for winter weather impacts and diversify investments.

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