Who We Are
For over 20 years, McCarthy Grittinger Financial Group has provided investment advisory and financial planning services for individuals and families. Our primary, fee-only service provides ongoing investment management for over $200M in client assets leveraging our proven financial planning approach.
What We Do
Founded in 1995, McCarthy Grittinger Financial Group is a large independent financial planning and investment advisory firm in Southeastern Wisconsin. We provide our clients with services in key areas of their personal financial lives: Financial Planning, Tax Analysis & Investment Management. This approach allows us to craft better financial options and deliver more integrated decisions to our clients.
Click the get started button to schedule a no-obligation meeting with us. You will learn how we can help you build a custom tailored plan for your needs that encompasses all aspect of finances that will help set you up for financial success!