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.
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.
Investment Management
A lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. BKM can help.
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.
Prepared to help at any stage of life
Please contact us to start your plan today.