Fiduciary Financial Planners & Investment Advisors.
Our mission is to positively impact the lives of our clients. 

BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We provide our unbiased advice and consultation without commissions or products to sell. We serve a select group of individuals, families and business owners helping them build, manage, protect, and transition their wealth. We would be honored to be a resource for you.

 

 

It starts with a plan.

Financial Planning - We firmly believe that a well-constructed plan, combined with a trusted, proactive financial advisor, can empower clients to fully enjoy their wealth while also providing them with valuable time to do so. We assist clients in developing and sustaining a comprehensive financial plan that addresses longevity, tax efficiency, estate and legacy planning, charitable giving, liability management, distribution and income strategies, insurance, risk management, and other factors. We then execute the plan through consistent, disciplined investment management and attentive local account servicing.

Business Retirement Plans - We consult with business owners to create and maintain a retirement plan that meets the owner's needs and helps employees become retirement-ready. This often involves the search, selection, and implementation of 401(k), profit-sharing, and pension plans. We then provide ongoing education for the participants, and plan reviews for the business owner.

 

Please contact us to discuss your situation, and our services.