Find a Financial Planner in Brookfield, WI

 

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We did the hard work of finding trustworthy partners in Brookfield, WI.

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We Only Work With The Best Brookfield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Brookfield, WI


  • Financial Advisor Close to Brookfield, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Brookfield Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Brookfield area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Brookfield can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
26.7% of Brookfield's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Brookfield area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Brookfield area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Brookfield area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Brookfield area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Wisconsin has unique laws defining which actions trigger a taxable event and has the 17th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Brookfield area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Brookfield area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Brookfield, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Brookfield, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Brookfield financial advisors.
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How Retirement-Friendly is Brookfield, WI?

  • Population: 38,358
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $323,700
  • Average Monthly Housing Cost: $1,549
  • Average Household Income: $150,780
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


The Top Financial Advisor Firms in Brookfield, WI


VOIT & COMPANY, LLC

Website

(262) 784-2775

165 S. Calhoun Road

Brookfield, WI 53005

SEC#: 801-60937
Years in Business: 19 years

GRANITE FINANCIAL GROUP

Website

(262) 792-1111

175 N. Patrick Blvd.
Suite 170
Brookfield, WI 53045

SEC#: 801-116752
Years in Business: 1 years

FREEDOM WEALTH ALLIANCE

Website

(262) 798-7979

675 North Barker Road
Suite 220
Brookfield, WI 53045

SEC#: 801-79331
Years in Business: 7 years

BROOKFIELD INVESTMENT PARTNERS, LLC

Website

(262) 785-6751

330 South Executive Drive
Suite 307
Brookfield, WI 53005

SEC#: 801-61841
Years in Business: 18 years

REVIEW SERVICES INC

Website

(262) 784-9690

13255 West Bluemound Road
Suite 205
Brookfield, WI 53005

SEC#: 801-39487
Years in Business: 29 years

CHARTER CAPITAL MANAGEMENT, INC

Website

(414) 257-3700

13805 W Burleigh Road
Suite 100
Brookfield, WI 53005

SEC#: 801-16127
Years in Business: 40 years

FRANCIS INVESTMENT COUNSEL LLC

Website

(262) 781-8950

19435 W. Capitol Drive

Brookfield, WI 53045

SEC#: 801-62841
Years in Business: 17 years

BROOK CAPITAL

Website

(262) 784-7205

675 N.Barker Road, Suite #200

Brookfield, WI 53045

SEC#: 801-67415
Years in Business: 14 years