Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

Financial advisors in Wisconsin

Browse financial advisors on Sam's List. Compare professional profiles, reviews, services, specialties, and location details before reaching out.

43 financial advisors. 116 client reviews. Used by 200,000+ business owners and high net worth individuals.

Browse related profiles

Chris Gure — 17 reviews
Ryan Johnson, CFP®, BFA™ — 12 reviews
Arynton Hardy — 10 reviews
Pillar Wealth — 10 reviews
Michael Taylor - The Financial Rules Consulting — 8 reviews
Potrus CPA — 8 reviews
VDB Wealth — 8 reviews
Anthony Syracuse, CFP® — 5 reviews
Patrick Ritter — 4 reviews
Full Send | Accounting, Tax, Data, & AI — 3 reviews
Reliant Wealth Advisory — 3 reviews
Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
Steward — 3 reviews
Timeless Wealth — 3 reviews
401 Financial — 2 reviews
Capital Area Planning Group — 2 reviews
Manetta Wealth Management — 2 reviews
5T Wealth Management — 1 review
Calculated Wealth — 1 review
CAPTRUST — 1 review
Carman Kubanda — 1 review
Drew Feldman, APMA® | WideFrame Wealth — 1 review
Emory Wealth LLC — 1 review
Ian Weiner, CFP®, CEPA® — 1 review
Insight Matters — 1 review
Matt Pruit — 1 review
Matt-Magee, CFP® — 1 review
Montebello Avenue — 1 review
Thomas-Kopelman — 1 review
Tulip Financial Planning — 1 review
Allied Insurance Services Inc
Bone Fide Wealth
Bull Oak
Cannon Wealth Management
Canopy Wealth Management
CMH Advisors
Concert Financial Planning
Fortress Financial Partners
HB Wealth
Inflection Point Wealth Management
Scratch Capital
Strategic Financial
Tomkiewicz Wealth Management

What clients are saying

"I have followed the arc of of Nate’s professional career over the past 10 years, from the period when he was preparing my family’s trust tax returns a…"
— Deric Bownds, 5.0 stars, for Calculated Wealth
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward
"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike O'Malley, 0.0 stars, for Thomas-Kopelman

Financial advisors in Wisconsin

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What clients are saying

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