5 Financial Advisors in Milwaukee You Should Know (2025)
If you're searching for a financial advisor in Milwaukee, it’s important to work with someone who not only understands your financial goals but also acts in your best interest.
Whether you're planning for retirement, navigating a major liquidity event or simply want expert guidance on your investments and taxes, choosing a fee-only, fiduciary advisor can make all the difference.
Below are five top financial planning firms in the Milwaukee area that you should know.
1. Cove Financial Planning
Locations: Milwaukee, WI, Minneapolis, MN, Evanston, IL
Advisor: Ben Smith, CFP®
Website: www.coveplanning.com
Specialties: Tax planning, retirement-income planning, values-based investing, estate and insurance planning
Cove Financial Planning is a boutique, independent firm offering high-touch service to successful individuals and families.
As an independent, fee-only, fiduciary firm, Cove provides objective advice without sales commissions or product incentives.
Led by a Certified Financial Planner™ (CFP®) professional, the firm offers sophisticated guidance on retirement-income strategies, tax planning, investment management, business planning, insurance optimization, cash-flow planning and budgeting and estate planning, among other areas.
Cove has offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN and works with clients in over 20 different states.
Why Choose Cove:
100% independent, fiduciary and fee-only firm
Led by CFP® Professional
Holistic financial-planning services
Leader in retirement and tax planning
Tax-efficient, customized investment management
2. Clarke Financial Counsel
Location: Milwaukee, WI
Advisor: Brian Clarke, CFP®
Website: www.clarkefinancialcounsel.com
Specialty: Hourly and project-based financial-planning services
Clarke Financial Counsel is a fee-only financial planning firm built on the belief that financial decisions should reflect your core values and long-term vision.
They work with individuals and families who are looking for thoughtful, comprehensive planning, not product sales or one-size-fits-all solutions.
Their planning approach is personal and reflective, focusing on goals like legacy, stewardship, and multi-generational impact. They offer fiduciary guidance across investments, retirement, tax planning, charitable giving and more.
What Sets Them Apart:
Hourly service offerings
No account-size minimums
Rooted in values-based financial decision-making
Fee-only, fiduciary advisor
3. Behl Wealth Management
Location: Milwaukee, WI
Advisor: Brian Behl, CFP®
Website: www.behlwealth.com
Specialty: Wealth management for business owners, professionals and retirees
Behl Wealth Management offers comprehensive financial planning and investment advisory services with a focus on building strong, lasting client relationships.
The firm serves professionals, executives and retirees looking for tailored strategies to help preserve and grow their wealth.
Behl’s planning approach includes retirement readiness, estate planning coordination, investment strategy design and risk management.
Why Consider Behl:
Fiduciary, fee-only firm
Personalized wealth-management approach
Strong focus on client education
Retirement-planning expertise
4. Hilltop Financial Advisors
Location: Wauwatosa, WI
Advisor: Eric Kroll, CFP®
Website: www.hilltopfa.com
Specialty: Fee-only, comprehensive planning for families and business owners
Hilltop Financial Advisors is a fee-only, fiduciary firm that helps clients build smart, sustainable financial plans.
Their client base includes mid-career professionals, business owners and retirees who value proactive tax planning, retirement income strategies and personalized investment management.
Hilltop specializes in working with people with student loans.
Standout Features:
Independent, fee-only advisory model
Holistic financial planning and investment management
Focus on student-debt management
5. Prepared Financial Planning
Location: Milwaukee, WI
Advisor: Andrew Ish, CFP®
Website: www.preparedfp.com
Specialty: Financial planning for retirement-focused couples and physicians
Prepared Financial Planning helps prepare clients for unexpected financial concerns.
With their tax-sensitive retirement planning and investment expertise, they are dedicated to alleviating financial stress.
Their approach focuses on retirement planning and investment management for physicians.
Why They’re Unique:
Fee-only, fiduciary firm
Focused on retirement income
Specialized in working with physicians
Choosing the Right Milwaukee Financial Advisor
When evaluating a financial advisor, consider the following:
Are they fee-only, fee-based or commission-based?
Do they serve as a fiduciary 100% of the time?
Do they specialize in clients like you (retirees, professionals, business owners)?
Will you work directly with an advisor, or through a team?
What services are included—just investments, or full financial planning?
For a more detailed list of questions, check out our article on 8 Questions to Ask a Financial Advisor.
Looking for a Fee-Only Fiduciary Advisor in Milwaukee?
If you're looking for a personalized, tax-focused approach to managing $1 million or more in investable assets, consider reaching out to Cove Financial Planning.
As an independent, fiduciary, fee-only firm, we offer a direct, ongoing relationship with a CFP® professional and serve clients all across the country.
Email Ben directly at Ben@coveplanning.com or schedule a free consultation call.
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Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI, Evanston, IL and Wayzata, MN, serving clients virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location, with a focus on Socially Responsible Investing (SRI).
Ben acts as a fiduciary for his clients. He does not sell financial products or take commissions. Simply put, he sits on your side of the table and always works in your best interest. Learn more how we can help you Do Well While Doing Good!
Disclaimer: This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Ben Smith, and all rights are reserved. Read the full Disclaimer.