Brian Behl, CFP®, CRPC®
Helping people like you prepare for the retirement you have worked hard for.
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Serving Clients Nationwide
Helping people like you prepare for the retirement you have worked hard for.
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Brian Behl, CFP®, CRPC®
Hi. I'm Brian Behl. I care about your success and dedicate myself to continual learning. I track the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. My clients often comment on how much greater detail I go into than other advisors they have previously worked with.I have worked as a trusted financial advisor and helped my clients make better financial decisions for over a decade. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor® (CRPC®). I graduated from Carroll College with a Business Management degree with a Finance emphasis and also have a Certificate in Financial Planning from Boston University.
When not in the office or meeting with clients, I'm likely golfing or traveling, often with my wife Kayla. I am a member of the Badgerland Water Ski Team based in Waukesha and have been part of multiple world records for show skiing acts. I am also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
524 Milwaukee St, Suite 325, Delafield, WI 53018
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Schedule your free introductory call and we’ll discuss your retirement goals.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Behl Wealth Management
Behl Wealth Management is a Delafield-based fee-only financial advisory firm offering comprehensive financial planning and portfolio management services. We feel it only makes sense to take advice from someone who is committed to acting in your best interest. We adhere to the fiduciary standard because you deserve unbiased advice. We get paid directly by our clients for advice, not by earning commissions for selling annuities, life insurance, or mutual funds. We’ll be your personal CFO delivering a tailored plan and solutions for your specific situation. High-touch, comprehensive financial planning coordinated with a custom investment plan for those preparing for or currently in retirement.Tax Planning: Multi-year strategic planning to minimize taxes over the course of your lifetime
Cash Flow Planning: Gain control over your household finances with a system that automates bill payments and prioritizes your goals
Retirement Planning: An illuminated path toward your goals using cutting edge technology to map out and stress test your plan
Charitable Giving: Create a plan to support organizations that are important to you, in the most tax-efficient way
Estate Planning: Ensure you have the right documents in place that reflect your wishes and intent for the next generation
Education Planning: Support and planning as you set goals for your children and grandchildren
Investment Management: Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon
Education
Carroll College, Business Management degree with a Finance emphasis | Certificate in Financial Planning from Boston University
Languages
- English
Hobbies and Interests
- Boating
- Football
- Golf
- Sports
- Traveling
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Dual Income Family
- Families
- Living in Retirement
- Widow
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