Do you have a question for a financial advisor?

Send a Message


Michelle and Beverly of Bertram Financial

Contact Bev and Michelle


229 High St.
Mineral Point, WI 53565

Directions: If you’re driving north from Platteville on US-151, take Mineral Point exit 37. Simply follow the road for a few minutes to Water Tower Park (you can’t miss it), and make a right onto High Street. If you’re driving south on US-151 from Madison, take Mineral Point exit 40. At Water Tower Park, make a left onto High Street.

We will be on your left, half a block down from the post office.

Mineral Point was named one of the top 20 Small Towns to Visit  in 2017 by Smithsonian Magazine

We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL