Retirement Financial Advisor in New Berlin, WI
Retirement is the biggest financial transition of your life. Every decision you make, from when to retire to how to take Social Security to how much to withdraw, ripples through everything that follows. You deserve an advisor who is legally required to put your interests first, not someone who profits from what they sell you.
Based in New Berlin, WI, serving Waukesha County and clients nationwide.
Jeremy Keil, CFP®, CFA® | Keil Financial Partners
CFP®
Certified Financial Planner™
CFA®
Chartered Financial Analyst
Fee-Only
No Commissions, Ever
SEC
Registered Investment Adviser
Fiduciary
Always acting in your best interest
Nationwide
Virtual planning for clients in any state
A Fiduciary Retirement Advisor Who Puts You First
If you have been looking for a fiduciary, you already know the difference matters. A fiduciary is legally obligated to act in your best interest, always. Not every financial advisor is held to that standard.
Keil Financial Partners is a fee-only fiduciary firm. We charge you directly for advice. We never earn a commission, and we never get paid more for recommending one product over another.
We specialize in one thing: helping people who are approaching retirement, or just entering it, make smart, coordinated decisions with the wealth they spent decades building.
Jeremy Keil, CFP®, CFA®, and Certified Kingdom Advisor, leads our team. He is the author of Retire Today, an adjunct professor, and the host of the Retire Today podcast.
The CFP® covers comprehensive financial planning and the CFA® covers investment analysis. Few advisors hold both. Whether you are winding down a 30-year career, weighing a pension decision, or checking whether your numbers add up, we help you get it right.
Your Retirement Master Plan
Retirement is not one decision. It is dozens of connected decisions that have to work together, and getting one wrong can quietly cost you for decades.
That is why every client relationship starts with a Retirement Master Plan: one coordinated strategy across five areas of your financial life.
Spend — Know Exactly What Your Retirement Looks Like Month to Month
Most people approach retirement focused on one number, their account balance. Monthly income matters more. We turn your savings into a concrete, sustainable spending plan, so you know what you can spend and how to adjust if life changes.
Make — Maximize the Lifetime Income You Have Earned
Social Security timing, pension elections, and deferred compensation payouts are permanent decisions. We model every combination so you can see which choices maximize your income over your lifetime, not just the first year.
Keep — Reduce What You Owe the IRS Over Your Lifetime
Taxes in retirement catch many retirees off guard. RMDs, Roth conversions, and capital gains add up fast without a plan. We look at your full tax picture across retirement and help you keep more of what you saved.
Invest — Make Your Portfolio Work for the Life You Want
Investment management here is never a standalone product. It is tied to your income plan, your spending needs, and your timeline, so your portfolio supports your life and not the other way around.
Leave — Protect What You Have Built and Pass It On Intentionally
For many families we work with, legacy is about more than money. We help you build the protections and structures that send your assets where you intend: to your family, your community, or both.
Why a Fiduciary, Fee-Only Advisor Makes a Difference
Here is the difference most people do not notice until it is too late.
Not every financial advisor is required to act in your best interest. Many work under a "suitability" standard, which only requires a recommendation that is suitable for you, not the best option available.
A fiduciary is legally required to put your interests ahead of their own. Pair that with a fee-only model, with no commissions, no 12b-1 fees, and no product incentives, and the advice is independent.
We charge a transparent fee. We recommend what is best for your situation. Nothing more, nothing less.
Keil Financial Partners is an SEC-registered investment adviser operating as Alongside, LLC. You can review our filings at adviserinfo.sec.gov.
Deep Expertise With Major Wisconsin Employers and Professions
If you work, or have worked, at one of these organizations, your retirement decisions involve layers a generalist advisor may not know well.
Harley-Davidson
Pension elections, SERP decisions, and stock compensation for Harley-Davidson employees and retirees need careful coordination. We help you weigh your options and pick a strategy that fits your overall plan.
WEC Energy / We Energies
WEC Energy Group employees often face significant pension decisions alongside their 401(k) accounts. We model your benefit options and fit them together with Social Security and your savings.
Abbott / AbbVie
Abbott and AbbVie employees navigating deferred compensation, RSUs, or pension benefits need a plan that accounts for the tax complexity these benefits create.
Big 4 Accounting Professionals (PwC, Deloitte, EY, KPMG)
Partners and senior professionals at Big 4 firms often have deferred compensation and complex income scenarios. We understand the planning questions unique to your situation.
Important: Keil Financial Partners is not affiliated with or endorsed by any of these employers. We are familiar with the general structure of their benefit programs, but always consult your HR department or plan administrator for authoritative details about your benefits.
Learn From Jeremy Before You Ever Schedule a Call
Most advisors ask you to trust them before you know anything about them. We do it differently. Jeremy has spent years making retirement planning understandable through a book, a podcast, and a YouTube channel that reach thousands of people preparing for retirement.
Retire Today
Jeremy's book on making the right retirement decisions. Available at mrretirement.info/retiretodaybook.
Retire Today Podcast
Practical retirement planning conversations, published regularly. Search "Retire Today" wherever you listen to podcasts.
Mr. Retirement YouTube Channel
In-depth videos covering Social Security, taxes, income planning, and more. Find it at youtube.com/@mrretirement.
When you are ready to talk, you will already know how we think.
Getting Started Is Simple
You do not need everything figured out before you call. Here is how it works.
Schedule an Intro Call
A 30-minute conversation at no cost and with no pressure. We listen to your situation, answer your questions, and decide together whether we are a good fit.
Build Your Retirement Master Plan
If we work together, we build your full plan, coordinating income, taxes, Social Security, investments, and legacy decisions into one clear strategy.
Work Your Plan Over Time
Retirement is a multi-decade journey. We meet regularly to review decisions and adjust the plan as your life and the rules change.
Serving New Berlin, Waukesha County, and Clients Nationwide
We work with families from our office in New Berlin, WI, and with clients across the country by video. Wherever you live, you get the same fiduciary, fee-only planning process.
New Berlin
New Berlin is home. Our office at 15350 W National Ave, Suite 214 is where we meet local families planning for retirement. If you are looking for a financial advisor in New Berlin, we are your neighbor and we know this community well.
Brookfield
Many Brookfield residents are senior corporate professionals with complex compensation, pension decisions, and significant savings. We provide retirement planning for Brookfield residents who want a coordinated, conflict-free strategy, not a product pitch.
Waukesha
Many Waukesha residents approaching retirement have significant pension benefits, often through public employers. We integrate your pension with your other income sources and investments so every piece works together.
Muskego
Muskego families entering their peak earning years and nearing retirement want an advisor they can trust. We are a few miles away and bring the same Retirement Master Plan process to every client.
Virtual Clients Nationwide
Many of our client relationships run entirely by video. If you live outside Wisconsin, you get the same planning process, the same team, and the same regular reviews.
Frequently Asked Questions
Ready to Talk With a Fee-Only Fiduciary Retirement Advisor?
You have worked hard to build something meaningful. Let's make sure the decisions ahead protect it and grow it.
Your intro call is 30 minutes, free, and pressure-free: a straightforward conversation about where you are and where you want to go.
Prefer to call directly?
Prefer to call? 262-333-8353
Keil Financial Partners
15350 W National Ave, Suite 214
New Berlin, WI 53151
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Please visit adviserinfo.sec.gov/firm/summary/333587. Neither Alongside, LLC nor Keil Financial Partners is affiliated with or endorsed by Abbott/AbbVie, We Energies, or Harley-Davidson.