Fiduciary Financial Advisors in Wausau, WI

 
 
 
 
 
 
 
 Posted on Google  
 
 
 Sue Sturm 
 
10 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
My husband and I highly recommend MPPL Financial Services. For years, we managed our own retirement accounts and thought we were doing well. However, after a friend recommended MPPL, we decided to transition our funds to them. In just eleven months, our portfolio value grew by over 13%—outperforming our self-managed results. We work directly with Dan and Levi, who do a fantastic job keeping us updated and educated on financial strategies. Additionally, the entire team at the Wausau office is incredibly pleasant and welcoming. We are very happy we made the switch to MPPL. Definitely 5 stars!
  
 
 
 
 
 
 Posted on Google  
 
 
 D Wasilczuk 
 
10 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
MPPL has made it possible for my husband and myself to retire early. They provided professional planning services which helped us to determine a path toward a comfortable retirement. I have known individuals who needed help when a spouse died and received help navigating through the process.  MPPL manages our investments.  Our  returns have beaten the market forecasts  on the UP side and when the market was down, our investments did considerably better than the markets.  We plan to continue using MPPL’s services going forward. We have been clients since 1994.  This year was a banner year!
  
 
 
 
 
 
 Posted on Google  
 
 
 Bill Lonsdorf 
 
6 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been with MPPL for more than 15 years and are extremely satisfied with their product.  Over the last 6 years our yearly returns are averaging 16%.  MPPL handles not only our Roth, IRA, and Pension plan, but also our Life ins, LongTerm Care, and other misc accounts, works with our Tax Accountant to insure we are in compliance with RMD laws, and with our LLC to insure we have all of our end of life plans up to date.  They understand our likes, dislikes  and long term goals. They work with to us to ensure our investment portfolio represents our risk preferences and long term goals.  We highly recommend MPPL and encourage anyone looking for a Financial advisor to give them a chance.
  
 
 
 
 
 
 Posted on Google  
 
 
 sg scaffidi 
 
1 June 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of MPPL for 10 years. Not only do the results speak for themselves but, they have always taken as much time as I need to explain things. I feel very comfortable there. I sincerely enjoy the market analysis meetings.
  
 
 
 
 
 
 Posted on Google  
 
 
 Jack Bliss 
 
26 May 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Dan Evans at MPPL has been my financial advisor for the past ten years. They have managed my portfolio and given me sound advice. If I have a question they respond in a timely fashion. I trust the advice they give.I would encourage everyone to to meet with Dan Evans at MPPL he will manage your funds like they were his own.
  
 
 
 
 
 
 Posted on Google  
 
 
 Ethan Buchman 
 
29 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Everyone at MPPL has been amazing not just towards me, but my family. They are very relatable in every way. They really do care about you and your well being. They always go into depth about your portfolio and explain everything as needed. If you have any questions they always have an answer!
  
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 41 reviews