About BKM | A Family-Owned Fee-Only RIA | Brookfied, WI
Fee-only, Fiduciary Financial Advisors
BKM Wealth Management is a family-run, fee-only, registered investment adviser (RIA). BKM’s fiduciary financial advisors provide financial planning, investment management, and tax planning services to a select group of individuals, families, and business owners.
BKM’s Story
Our two family teams of experienced financial advisors left a large, national brokerage firm and founded BKM in 2020. Our shared mission: to positively impact the lives of our clients. We proudly serve clients by offering fee-only, full-time fiduciary advice with tax planning built-in. Today, our team serves 500+ families from our Brookfield office.
Personalized Advice at Every Stage
We take pride in providing personalized service tailored to each client’s circumstances. Whether you’re in the early stages of building wealth or facing complex retirement or estate planning decisions later in life, we’re ready to help you make confident decisions about your future.
What Fee-Only and Fiduciary Mean for You
As fiduciaries, we are legally and ethically obligated to place our clients’ interests ahead of our own at all times. Because we are compensated solely by our clients, our recommendations are never influenced by commissions, product sales, or third-party incentives. We do not receive compensation from investment companies, insurance carriers, or other financial institutions.
Our Services
We are a family-owned business serving a select group of individuals, families and business owners in all areas of financial planning.