Your Choice for Local and Independent Advice

Helping You Navigate the Financial World with Confidence

At the Investment Center of Grafton, our mission is to provide exceptional financial planning and investment management services to our clients. We believe in building long-term relationships based on trust, transparency, and a deep understanding of our client's unique financial needs and goals. Our team of experienced advisors is dedicated to helping our clients make informed decisions that lead to financial success and peace of mind. We are committed to providing personalized and comprehensive financial planning, and to staying at the forefront of an ever-changing financial landscape. Our goal is to empower our clients to achieve financial security and live their best lives.

What Will You Get as a Client

Personal Financial Plan

As a client, we will create a personalized financial plan that will work for you.

Straightforward Cost

Get personal financial guidance for us with no hidden fees. Ever.

Knowledgeable & Independent Experience

When you work with us, we always act as independent fiduciaries in order to do what is best for you, the client, no matter what.

Meet Everyone at the Investment Center of Grafton

  • Dan McKelvey

    Financial Advisor & Owner

  • Matt McKelvey

    Financial Advisor

  • Sean Fahey

    Financial Advisor

  • Dave Mills CFP®

    Financial Advisor

Where You Can Find Us

We are located in downtown Grafton right across the street from the new 1505 Apartments.

Hours

Mon: 8:30 am to 4:30 pm

Tues: 8:30 am to 4:30 pm

Wed: 8:30 am to 4:30 pm

Thurs: 8:30 am to 4:30 pm

Friday: 8:30 am to 4:30 pm

Address

1019 Cedar St. Grafton, WI 53024

Parking

We have a parking lot available for clients, as well as street parking available on 11th Avenue.

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC., to residents of: AK, AZ, CA, CO, FL, GA, ID, IL, IN, IA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, VA, WA, WI.  Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.   Investment Center of Grafton and Cambridge are not affiliated.

The Investment Center of Grafton does not provide tax or legal advice.  Please consult with your tax or legal advisor regarding your personal situation.