Sentinel Advisory Group is a registered investment adviser based in Middleton, Wisconsin, providing tailored financial planning and wealth management. The firm helps clients connect their financial resources with their goals and values, with the aim of building confidence and making the most of their wealth and time. Its Financial Independence Planning process is designed to clarify a client’s current financial position and outline a path forward.

Sentinel works with clients to define priorities, develop personalized plans, and identify opportunities that support their vision for the future. The firm emphasizes clear guidance, ongoing partnership, and attentive service, describing its role as helping protect clients’ financial lives from the unexpected while keeping them on course. Its website also provides client access to tools and resources, including Investor360, RightCapital, Income Lab, estate planning access, and a client portal.

Sentinel Advisory Group was recognized on the 2024 Forbes Best-in-State Wealth Management Teams list, based on a selection process conducted by SHOOK Research. The firm is located at 1600 Aspen Commons, Suite 825, Middleton, Wisconsin.