BKM Wealth Management

Fiduciary Financial Planners & Investment Advisors

A locally owned, independent financial advisory practice in Brookfield, WI.

We serve a select group of individuals and business owners helping them build, manage, protect, and transition their wealth. We would be honored to be a resource for you.

Financial Advisors Putting You First

Retirement Planning & Income Planning - Helping families plan and invest for retirement while providing them the confidence to enjoy it. 

Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets their needs and helps employees get on track toward retirement. This often involves the implementation of 401(k), profit-sharing, and pension plans. We also provide ongoing employee education and plan reviews.