Plan Today. Secure Tomorrow.
Welcome to Myklebust, Horne & Fies Financial Group
Myklebust, Horne & Fies Financial Group is a premier wealth- and retirement-management practice. Our experienced advisors excel at managing clients’ assets while enhancing tax efficiencies of their retirement and estates. We take a comprehensive approach to achieving robust and resilient retirement readiness for our clients. We are powered by a belief that comprehensive, strategic planning is the best preparation for unwinding your hard-earned retirement savings. At Myklebust, Horne & Fies, we strive to leave our clients feeling secure and ready for the future.
Services and specialties include:
- Retirement income and distribution planning
- Social Security analysis
- Investment management
- Insurance planning
- Tax-efficiency concepts
- Roth conversion strategies
- Estate and legacy planning
We're top ranked by Forbes
Hans Myklebust was recognized as a Best-In-State Wealth Advisor (2022 & 2023) by Forbes. Barry Fies was named #1 in Wisconsin on the Forbes Top Next-Gen Wealth Advisors (2022) and was also named as a Best-In-State Wealth Advisor and Top Financial Security Professional (2023) by Forbes. Many thanks to our hardworking team and trustworthy clients for these awards wouldn’t be achieved without.
NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2023, APRIL 2022), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF (6/30/2022, 6/30/2021).
FORBES “TOP NEXT-GENERATION WEALTH ADVISORS” LIST, (AUGUST 2022), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 3/31/2022.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022.