Financial Advisors Serving New Berlin, Wisconsin (2026 Guide)
Financial Advisors Serving New Berlin, Wisconsin (Updated January 2026)
If you’re searching for the “best financial advisor” in New Berlin, the right answer usually depends less on rankings and more on what stage of life you’re in and what kind of guidance you actually need.
Some financial advisors focus primarily on managing investments. Others specialize in retirement planning—helping people coordinate income, taxes, Social Security, Medicare, and long-term decisions as they transition out of work.
This guide is designed to help New Berlin residents understand those differences and identify financial advisors commonly chosen by people approaching retirement, so you can decide who may be the right fit for you.
You’ll also see other firms listed alongside my own, Keil Financial Partners.
Keil Financial Partners is a Milwaukee-area financial advisory firm that specializes in retirement planning for people within five years of retirement or already retired. The firm focuses on coordinating income, taxes, Social Security, and investments into a clear retirement plan rather than offering investment-only advice.
Why New Berlin Retirees Often Prefer Local Advisors
New Berlin attracts many long-time professionals, engineers and business owners approaching retirement who value clarity, trust, and face-to-face guidance. While they are close to Milwaukee, residents often want sophisticated retirement planning without driving downtown. Many New Berlin retirees prefer working with a nearby advisor they can meet in person—someone who understands local employers, Wisconsin taxes, and the real-world transition from earning a paycheck to living off retirement income.
A Retirement-Focused Financial Advisor Commonly Chosen by New Berlin Residents: Keil Financial Partners
Keil Financial Partners works with many families and retirees who live in New Berlin and the surrounding communities.
Rather than starting with investments, the firm takes a retirement planning-first approach, helping clients answer the most important questions before making irreversible decisions.
I’ve worked with Milwaukee-area families for over two decades, and what I see repeatedly is that people don’t struggle because they didn’t save enough. They struggle because retirement decisions don’t happen one at a time.
Planning for your retirement income, taxes, Social Security, and timing all happen at once—and that added stress contributes to many of the planning mistakes that happen.
Who Keil Financial Partners May Be a Good Fit For
Keil Financial Partners is commonly chosen by New Berlin residents who:
- Are within five years of retirement
- Want clarity around how much they can spend
- Have pensions or employer stock from companies like Harley-Davidson, WEC Energy Group, AT&T, Wells Fargo, BMO Financial Group, Fiserv and GE Healthcare
- Prefer fiduciary, planning-first advice
- Want education and clear explanations, not sales pressure
This firm is not designed for early-career investors, active traders, or people primarily looking for commission-based product recommendations.
How Retirement-Focused Advisors Differ from General Financial Advisors
Many financial advisors serving New Berlin focus on:
- Investment management
- Portfolio growth
- General financial planning
Retirement-focused advisors concentrate on different challenges:
- Turning savings into reliable income
- Coordinating taxes before and after retirement
- Making Social Security and pension decisions
- Avoiding mistakes that can’t be undone
Neither approach is “better” in general—but one is often far more appropriate depending on your stage of life.
How to Choose the Right Financial Advisor in New Berlin
Instead of asking, “Who is the best financial advisor?”, a more useful question is:
“Who specializes in my situation?”
When interviewing advisors, consider asking:
- Do you act as a fiduciary at all times?
- How much of your work is with retirees or near-retirees?
- Do you start with planning, or with investments?
- How are you compensated?
- Can you clearly explain how retirement income works?
Pay attention not just to their answers, but to whether they ask thoughtful questions and help you understand your options.
Other Well-Known Financial Advisory Options Serving New Berlin
In addition to retirement-focused firms, many New Berlin residents also consider large national advisory organizations with a local presence.
*Please note that this is not a testimonial, endorsement, or ranking, but just my opinion. Inferences made are not based on client’s experience or endorsement of advisory services offered through Alongside, LLC or other firms.*
Fidelity Investments
Fidelity Investments is one of the largest investment and retirement account providers in the country and maintains a local presence near New Berlin through its Brookfield office. Many New Berlin residents already have Fidelity accounts through workplace retirement plans, IRAs, or brokerage accounts.
Fidelity may be a good fit for investors who value a large national platform, robust online tools, and the ability to manage much of their portfolio independently. Advisory services are available, though the experience is often more standardized than you would find with an independent financial advisor.
Often a fit for:
Investors who want a well-known national brand, strong self-directed tools, and access to investment management support when needed.
Northwestern Mutual
Headquartered in Milwaukee, Northwestern Mutual has a significant presence throughout New Berlin and southeastern Wisconsin. The firm is well known for its insurance-based planning approach combined with investment and advisory services.
Many New Berlin residents work with Northwestern Mutual advisors for complex insurance needs, executive benefits, and long-term risk management. The planning experience can vary depending on the individual advisor and often includes a strong emphasis on insurance products as part of the overall strategy.
Often a fit for:
Clients with complex insurance needs, executive compensation, or those who prefer an integrated insurance-and-investment planning model.
Thrivent Financial
Thrivent Financial serves many New Berlin residents through local advisors and is known for its values-based approach to financial guidance. The firm integrates financial planning, investments, insurance, and charitable giving within a faith-aligned framework.
Thrivent may appeal to individuals and families who want their financial decisions to reflect personal beliefs and long-term stewardship goals. As with other large organizations, the experience may vary depending on the specific advisor and services used.
Often a fit for:
Clients who value faith-based guidance, community involvement, and values-aligned financial advice.
Edward Jones
Edward Jones has many neighborhood offices throughout New Berlin and nearby communities, making it a familiar option for residents who prefer working with a local, in-person advisor.
The firm’s approach traditionally emphasizes investment guidance and long-term relationships through local branches. While financial planning services are available, the experience is often more investment-centric rather than retirement-income-focused.
Often a fit for:
Investors who prefer a neighborhood advisor relationship and a traditional investment-focused model.
Financial Advisor Services Across the Milwaukee Area
Many people searching for a financial advisor in New Berlin also live or work throughout the greater Milwaukee area.
If you’re comparing advisors, you may also want to review our Milwaukee financial advisor guide, which explains how retirement-focused advisors in the area differ and what questions matter most when retirement is approaching.
Taking the Next Step
Choosing a financial advisor is an important decision. You don’t need to rush it—but you do want clarity.
If you’re within a few years of retirement and want help coordinating income, taxes, Social Security, investments, and long-term planning, it may be helpful to talk with a retirement-focused advisor who works with people in a similar stage of life.
At Keil Financial Partners, the work begins with education and clarity—not product recommendations. Many people reach out simply to understand when they can retire or how much income their savings can realistically support.
No pressure. Just a chance to get clarity before making big retirement decisions
About the Author: Jeremy Keil, CFP®, CFA
Jeremy Keil, CFP®, CFA is a retirement financial advisor with Keil Financial Partners, author of Retire Today: Create Your Retirement Income Plan in 5 Simple Steps, and host of the Retirement Today blog and podcast, as well as the Mr. Retirement YouTube channel.
Jeremy is a contributor to Kiplinger and is frequently cited in publications like the Wall Street Journal and New York Times.
Disclosures
This material is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any viewer. Nothing contained in this material should be interpreted as a recommendation, endorsement, solicitation or offer to purchase, sell or rely upon any information, or to adopt any investment strategy.
The views and opinions expressed are those of the publisher of this material, current as of the date of publication, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results.
Legal & Tax Disclosure
Viewers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this material should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
Share:
View/Listen to Retire Today on:
