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Competency.
Attention to Detail.

Because you deserve nothing less.
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Our Services

Personal

We take a team approach to financial planning, focusing on your goals and overall financial well-being. Our aim is to help you balance your lifestyle, savings, and financial security. By reviewing plans as a team, we provide well-rounded recommendations, ensuring your situation is considered from multiple perspectives.
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Qualified Plans

Onward Financial Networks is a leading Retirement Plan Provider in Wisconsin, delivering a top-tier experience in education and plan services for employees and employers alike. Our unique approach includes offering financial planning during company time. We simplify complex benefits packages, including group, spousal, and previous work benefits, to help employees make informed financial decisions. This clarity fosters a deeper understanding of your company’s benefits and commitment to employee wellness. We focus on proper fund lineups, thoughtful plan design, and effective education to drive high participation. We believe a strong qualified plan starts with putting employees first, every time.
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At Onward Financial Network, we embrace cutting-edge technology—but never at the expense of human connection. We believe technology should enhance, not replace, meaningful interactions, making it easier to access the information you need to make confident financial decisions.

Seamless technology. Personalized guidance.
Financial planning, anytime, anywhere.

Our Comprehensive Software

Onward Money

Industry-leading software for putting a financial plan together and keeping your goals on track.

Riskalyze

Knowing how asset allocation and risk fit together can help when you are unsure.

Morningstar Office

Our proprietary VIP services are designed for those who lead busy lives and require tailored financial solutions.

Klark

Helping 401(k) participants understand what percentage of income is needed to be saved, coupled with Voluntary Auto Increase, is an employee game changer.

FAQs

Navigating the world of finance can feel overwhelming, but we’re here to make it simple. Explore our FAQs to learn more about financial advisors, fiduciary responsibilities, and how Onward Financial Network can guide you toward a secure future.

What is a financial advisor, and why should I work with one?

A financial advisor helps you manage your money by creating personalized plans for saving, investing, retirement, and other financial goals. They provide expert guidance to help you make informed decisions.

What does it mean if a financial advisor is a fiduciary?

A fiduciary is legally required to act in your best interest. This means they prioritize your financial goals and needs above their own or their firm's interests.

How do I know if I need a financial advisor?

- Want help creating a retirement plan.
- Need guidance on investments.
- Are planning for major life events like buying a home or paying for college.
- Feel unsure about managing your finances.

Is my financial information secure when working with an advisor?

Yes, your privacy and data security are our top priorities. We follow strict protocols to ensure your information is protected.

Let's take your
financial future ONWARD.

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7 S. Main Street
Fond du Lac, Wisconsin
(920) 273-0007

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Onward Financial Network. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc.

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