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 serve a select group of individuals, families, and business owners helping them build, manage, preserve, and transition their wealth. We would be honored to be a resource for you.
It Starts With a Plan
A well-constructed financial plan combined with a trusted advisor can empower you to fully enjoy your wealth and your time.
Investment Management
A lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. BKM can help.
Integrated Tax Planning
A holistic financial plan includes advanced tax planning. BKM can help you create an efficient tax strategy, prepare and file your income taxes.
Prepared to help at any stage of life
Please contact us to start your plan today and/or Book a Time to Meet.