Fiduciary Financial Planners, Investment & Tax Advisors
Financial planning, investment management, and tax planning for individuals, families, and business owners in the Milwaukee area.
BKM Wealth Management is a locally owned, fee-only financial advisory firm in Brookfield, Wisconsin. As fiduciaries, we are required to act in our clients’ best interests, and we are paid only by our clients, never by commissions on products we recommend.We help individuals, families, and business owners throughout Brookfield, Waukesha, Elm Grove, and the greater Milwaukee area build, manage, preserve, and transition their wealth.
Our mission is to positively impact the lives of our clients.Why Choose BKM
Fee-Only and Fiduciary
No commissions and no product sales. Our advice is aligned with your interests.
Tax Planning Built In
Our in-house CPA works alongside our advisors, so tax strategy is part of every plan rather than an afterthought.
Credentialed Advisors
Our team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, a Certified Public Accountant (CPA), a Certified Divorce Financial Analyst®, and a Certified Investment Management Analyst®.
Local and Personal
You work directly with advisors in our Brookfield office, backed by modern tools to track your plan online or on your phone.
Our Services
We are a family-owned business serving a select group of individuals, families and business owners in all areas of financial planning.
Financial Planning
Investment Management
Tax Planning
Estate Planning
Business Retirement Plans
Prepared to help at any stage of life
Please contact us to start your plan today and/or book a time to meet below.
BKM Wealth Management
20300 Water Tower Blvd
Suite 250
Brookfield, WI 53045