Surface Financial LLC
(715) 630-9518
829 Chicago Ave, Wausau, Wisconsin, 54403
About us
Surface Financial LLC is a locally owned independent financial consultancy that started with the idea that the concepts of personal finance are important for everyone, not just the wealthy. We believe that the only way people can be assured a financial planner has their best interests at heart is to work on the fee-only model, because we understand that commissions drive conflicts of interest when what is best for the client is competing with what is best for the advisor's paycheck. Our belief in this model is strong enough that we assert we will never make a nickel of profit from the sale of financial products, only from the planning services we provide.