Find the best Wisconsin advisors for physicians in June 2025 | Andwise

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Andwise: Helping Physicians Achieve Financial Freedom

We've created a web-based directory of financial advisors specifically tailored for the physician community, offering transparency, clarity, and easy access to information.

Please note: Andwise is not affiliated with any of the advisors listed and does not receive compensation for their presence in our directory.


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CPR Investing is a state registered Investment Advisor offering advisory services for retirement accounts and planning for your future

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Established CPR Investing Licensed Investment Advisor Evaluate & implement investment allocation plan for clients Research market fluctuations Conservative approach to maximize returns Licensed in Casualty and Health Insurance...

Using this directory

Our goal is to empower physicians by presenting a comprehensive list of available advisors, including high-quality professionals and those who may warrant closer scrutiny. We encourage physicians to conduct their own research and make informed decisions when selecting an advisor, ensuring they find the best financial guidance suited to their unique needs and goals.

  • Exercise caution and conduct thorough research before selecting an advisor.
  • Consider advisors' qualifications, experience, and background.
  • Reach out to other physicians for firsthand experiences and insights.

As we grow and develop our platform, we remain dedicated to upholding our core values of transparency, accountability, and providing a valuable service to the physician community. Thank you for trusting Andwise, and we look forward to assisting you on your journey to financial freedom.

Contact us with feedback or suggestions for improvement.




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