Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

  • Who We Are
    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Testimonials
  • Contact
  • Client Logins
    • Account Access
    • Estate Planning Access
    • Right Capital
    • Income Lab
  • Who We Are
    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Testimonials
  • Contact
  • Client Logins
    • Account Access
    • Estate Planning Access
    • Right Capital
    • Income Lab
  • Skip to main content

CFP®

CERTIFIED FINANCIAL PLANNER™

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

Sentinel Advisory Group Logo

1600 Aspen Commons,
Suite 825
Middleton, WI 53562

Phone: 608-579-9350
Fax: 608-579-9351
team@sentineladvisory.com

© 2026 Sentinel Advisory Group

Form CRS

Advisory services offered through Sentinel Advisory Group, a Registered Investment Adviser

The information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Check the background of our firm on the SEC's Investment Adviser Public Disclosure

Privacy Policy

ADV Part 2A