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Brian Behl, CFP®, CRPC®, CDFA™

Helping people like you prepare for the retirement you have worked hard for.

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Behl Wealth Management Brian Behl, CFP®, CRPC®, CDFA™
Delafield, Wisconsin

Serving Clients Nationwide

Helping people like you prepare for the retirement you have worked hard for.

262-275-4025

Website

Areas of Focus

  • Estate Planning
  • Investment Management
  • Living in Retirement
  • Social Security
  • Taxes

About Me

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), a Chartered Retirement Planning Counselor® (CRPC), and a Certified Divorce Financial Analyst™ (CDFA). 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 Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

524, Milwaukee Street, Delafield, Wisconsin, 53018

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Other
  • Package Offers
  • 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

About our Firm

Behl Wealth Management is a Waukesha-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

Badges

Languages

  • English

Hobbies and Interests

  • Boating
  • Football
  • Golf
  • Sports
  • Traveling
  • Wine
  • Working Out

SEC Lookup

https://www.adviserinfo.sec.gov/Individual/5210998

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Living in Retirement
  • Widow

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

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