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.