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.