Fiduciary, Fee-Only Financial Advisors in Brookfield, WI
Financial planning, investment management, and tax planning for individuals, families, and business owners in the Milwaukee area.
OUR MISSION
Our mission is to positively impact the lives of our clients.
BKM Wealth Management is a locally owned, fee-only financial advisory firm in Brookfield, Wisconsin. As fiduciaries, we are required to act in our clients’ best interests, and we are paid only by our clients, never by commissions on products we recommend. We help individuals, families, and business owners throughout Brookfield, Waukesha, Elm Grove, and the greater Milwaukee area build, manage, preserve, and transition their wealth.
THE BKM DIFFERENCE
Why Choose BKM
01
Fee-Only and Fiduciary
No commissions and no product sales. Our advice is aligned with your interests.
02
Tax Planning Built In
Our in-house CPA works alongside our advisors, so tax strategy is part of every plan rather than an afterthought.
03
Credentialed Advisors
Our team includes CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, a Certified Public Accountant (CPA), a Certified Divorce Financial Analyst®, and a Certified Investment Management Analyst℠.
04
Local and Personal
You work directly with advisors in our Brookfield office, backed by modern tools to track your plan online or on your phone.
WHAT WE DO
BKM’s Services
We are a family-owned business serving a select group of individuals, families and business owners in all areas of financial planning. See a summary of all our services.
Financial & Retirement Planning
We firmly believe that a well-constructed financial plan, combined with a trusted, proactive financial advisor, can empower you to fully enjoy your wealth while also providing you with valuable time to do so. That includes retirement planning: when you can retire, where your income will come from, and how to time Social Security, Medicare, and Roth conversions.
Investment Management
We understand that a lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. Your portfolio and financial plan should get the attention they deserve.
Tax Planning
At BKM Wealth Management we understand that holistic financial planning must include advanced tax planning.
Estate Planning
BKM Wealth Management’s financial advisors can work with your attorney and our in-house accountant or your preferred accountant to ensure that your heirs’ risks are managed and that your assets transition as efficiently and smoothly as possible.
Business Retirement Plans
With more than 30 variations of qualified retirement plans available to private businesses today, finding the right plan to meet your company’s needs can be a daunting task. This is where BKM Wealth Management can help.
NOT SURE WHERE TO START?
How to Choose a Financial Advisor
Seven things to check before hiring a financial advisor, plus the questions to ask in your first meeting.
Meet With a Financial Advisor in Brookfield
Please contact us to start your plan today or
schedule a time to meet.
BKM Wealth Management
20300 Water Tower Blvd
Suite 250
Brookfield, WI 53045