North Star Resource Group

Thrivent Financial, based in Madison, WI, is a Fortune 500 diversified financial services organization that provides advice, investments, insurance, banking, and generosity programs and solutions. With $162 billion in assets under management advisement and serving 2.3 million clients, Thrivent is committed to helping individuals make purposeful financial decisions to live more meaningful and generous lives. Driven by a higher purpose, Thrivent believes in supporting clients who give back and helping them achieve clarity to move forward with confidence. Through their unique approach and commitment to generosity, Thrivent empowers clients to put their plans into action and their faith into practice, inspiring them to follow their hearts and live generously. Generated from the website

Thrivent Financial, based in Verona, WI, is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and advisory services. They focus on aligning clients' financial plans with their values and aspirations, whether it involves budgeting, saving, investing, or planning for retirement. In addition to their financial services, Thrivent emphasizes community engagement and generosity, with clients and volunteers contributing millions of hours and dollars to address local needs. Their financial advisors work closely with clients to create actionable plans and provide ongoing support as life circumstances change. Generated from the website

Mercer Advisors Madison team has served families, including many with multigenerational wealth, for 24 years and counting. By coordinating Family Office Resources, we help clients navigate risks and plan for worst-case scenarios, so they can focus on achieving financial freedom and creating a meaningful, purpose-filled legacy. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.