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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.
Prepared to help at any stage of life
Financial Planning
Investment Management
Tax Planning, Preparation & Filing
Estate Planning
Business Retirement Plans
Please contact us to start your plan today.