Find Top Financial Advisors in Neenah, Wisconsin

Partner at Next Level Planning & Wealth Management CERTIFIED FINANCIAL PLANNER™ professional Chartered Advisor for Senior Living (CASL^®) Chartered Retirement Plan SpecialistSM (CRPS^®)

Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others. Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor. Member of the Next Level Planning & Wealth Management since 2015

Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future.

We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations.

We continuously conduct surveys with our clients to determine what is important to them.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

For more than three decades, I've helped individuals and families make confident, well-informed financial and risk-management decisions. I've seen how thoughtful planning can bring clarity, direction, and peace of mind, and how failing to prepare can have lasting consequences.

As a Registered Social Security Analyst (RSSA®), I, along with my team, bring specialized expertise in one of the most important, and often misunderstood parts of retirement income planning. Social Security isn't just a monthly check; it's the foundation of a solid retirement strategy. We guide clients through complex rules, help them avoid costly mistakes, and work to optimize the lifetime benefits they've earned.

With additional credentials in long-term care (CLTC®), investments, and insurance, I offer objective, fiduciary-level advice alongside comprehensive risk-management solutions. Our focus is on integrating Social Security, investments, insurance, and long-term care into one coordinated approach, so all the pieces of your financial life work together seamlessly.

Though I serve clients nationwide, my roots are in Tabernacle, NJ, where I live with my wife of more than 36 years, Julie and German Shepherd, Cooper.

Faith, family, and community inspire the work I do each day.

Your life and retirement plans are unique. We're here to help you feel confident as you enter the next season of life. Whether it's a la carte, or the full plan, we'll start where you need the help most.

Todd holds a bachelor's degree in Finance from UW-Whitewater. In addition to being a Fiduciary Financial Planner, Todd Glime is a member of the National Association of Insurance and Financial Advisors and Fox Valley Estate Planning Council. He also holds the Life Underwriter Training Council Fellow (LUTCF) designation. In his free time, Todd likes to golf, hunt, and snowmobile. www.glimewealthmanagement.com

I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.

At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities.

I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them.

As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter.

As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.

We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.
We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.