Wealth Partners Financial, LLC

Wealth Partners Financial, LLC Cedarburg, WI-based company, offers independent fiduciary services and fee-only financial planning.

Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments. So Jared created a small consulting firm that offered custo

m-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleagues in his niche areas as well. Over the last decade Jared has partnered with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with. Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest. Investment advisory services offered through Mutual Advisors, LLC DBA Wealth Partners, a SEC registered investment adviser.

06/01/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/29/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/27/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
05/25/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/22/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
05/20/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Do your kids have the right stuff for college?
05/18/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/15/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/13/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Address

W57N14280 Doerr Way, Suite 201
Cedarburg, WI
53012

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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