Buska Wealth Management, LLC, a local investment advisory firm headquartered in Wausau, WI, is renowned for its exceptional services in the wealth management industry. With a team of five highly skilled professionals dedicated to providing top-notch investment advisory services, Buska Wealth Management stands out in the field. Led by some of the industry's most experienced advisors, including Ryan Connor, Zachary Kyhos, and Cole Bruner, the firm boasts a strong track record in delivering personalized financial strategies tailored to meet the unique needs of each client. Their expertise and comprehensive understanding of investment markets enable them to provide sound advice and deliver optimal results. Buska Wealth Management has developed an impressive reputation for managing substantial assets, with an average of approximately $138,120,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting the firm's ability to handle significant portfolios effectively. With over 1,050 individual clients and over $194,633,000 in assets under management, Buska Wealth Management has solidified its position as a trusted partner in financial planning. Their expertise extends to managing employer 401Ks and individual assets, reflecting their extensive experience and success in this domain. Clients benefit from a variety of compensation structures offered by Buska Wealth Management, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored services that align with their unique financial goals. With two offices strategically located in Wausau, Buska Wealth Management is well-positioned to serve its clientele effectively. As a firm that manages 100% of its assets on a discretionary basis, they offer a seamless and proactive investment experience for their valued clients.

Evexia Wealth, LLC is a prominent local investment advisory firm headquartered in Stevens Point, Wisconsin. With six strategically located offices, the company serves a diverse clientele of over 460 individuals. As a testament to their expertise, Evexia Wealth manages an impressive $192,332,000 in assets under management. One of the key strengths of Evexia Wealth lies in their extensive experience in handling employer 401Ks and individual accounts, which make up approximately half of their total assets. The firm's expertise and success in this space have established them as a trusted partner for clients seeking reliable investment advisory services. The compensation structure at Evexia Wealth is designed to align with the best interests of their clients. They offer various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their pricing. With a team of 19 dedicated professionals, Evexia Wealth boasts a talented roster of investment advisors. Among the firm's standout advisors are Jenna Laws, Joseph Watson, and Jessica Henrickson, who bring extensive experience and knowledge to the table. Evexia Wealth takes pride in their discretionary approach to managing assets, which allows them to make informed investment decisions on behalf of their clients. This approach reflects their commitment to providing personalized and effective strategies tailored to each client's unique financial goals. As Evexia Wealth continues to grow and serve their expanding client base, they remain steadfast in their mission to deliver exceptional investment advisory services and help their clients navigate the complexities of the financial landscape.