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Eau Claire Financial Advisors & Wealth Management Services

Eau Claire Financial Advisors & Wealth Management Services

Financial Planner Serving the Greater Eau Claire Region and Surrounding Areas

Bernicke Wealth Management, Ltd. is a multi-disciplinary firm located just outside of Eau Claire in Altoona, Wisconsin. Our goal has always been to help people invest smarter and retire earlier while educating clients on holistic wealth management strategies in Eau Claire, Wisconsin since 1985.

Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for the fifth year in a row. Ty and the rest of our wealth management team are looking forward to speaking with you about your financial future.

Forbes Best-In-State Wealth Advisor Badge - Ty Bernicke has won five years in a row.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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