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Welcome to Mindham Wealth Advisory

We help people with small town values make big financial decisions

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What We Do

Mindham Wealth Advisory is a local wealth management firm committed to providing sound financial advice that always puts your needs first.

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Our team of dedicated professionals are focused on helping you pursue your financial goals.

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Retirement Planning

Mindham Wealth Advisory is a full service wealth management firm ready to help you try to address your retirement goals. 

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Local Financial Advice

With a team who was born and raised in Southwest Wisconsin, we understand the unique financial challenges of our community.

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Investment Management

Whether you are just starting out, or you need a portfolio built for retirement, we can build and maintain the right portfolio for your needs.

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Who We Work With

Mid-Career

As your focus turns towards saving for retirement, we can help you find the right strategy to get on track towards saving for your future.

Near Retirement

You're almost there, but you need help to make sure you have a strong plan in place.  Let us put your mind at ease as you transition into retirement.

Retirees

It is crucial to make sure your retirement plan stays on track.  We can help monitor your plan to try and keep it on track.

Start planning your future today

Request a Meeting

You have questions, we have answers.  

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mindham Wealth Advisory and Richland County Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mindham Wealth Advisory, and may also be employees of Richland County Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Richland County Bank or Mindham Wealth Advisory. Securities and insurance offered through LPL or its affiliates are:

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           Not Insured by FDIC or                 Not Bank Guaranteed       Not Bank Deposits or Obligations             May Lose Value

           Any Other Government Agency 

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Richland County Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 

Representatives of a Registered Broker-Dealer ("BD") of Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b ) are excluded or exempted from that state's registration requirements.

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Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AR, CA, CO, IN, LA, MD, MN, WI, MN, NE, NY, NC, TX, VA, and WI

LPL Financial Form CRS

Check the background of this firm on BrokerCheck

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