Perk Planning

Welcome to Perk Planning – your Madison, Wisconsin-based, Fee-only fiduciary.

We love what we do, and we adore our clients. From people just starting their careers to financial whales looking to get out of the commission-based system, we are your go-to resource for financial advice, comprehensive planning and money management. No question too small, no situation too sticky. We’re on it.


Some of our best qualities:

  • Fee-Only – this allows us to focus on YOU, not products
  • Fiduciary care – the highest standard of care equates to undivided loyalty
  • Tailored advice – your goals and priorities drive the process
  • Respect – for your time, your intelligence, your privacy and your choices
  • Concierge service – you’re busy and we’re happy to coordinate the details

You should know:

  • Every relationship begins with a complimentary appointment to ensure that we’re a good fit for each other
  • We ask a lot of questions to ensure that we understand you and your needs
  • Your needs drive the process
  • Your information is held in the strictest confidence
  • Our long-term goal is to be your financial advisor and advocate for life

We offer high quality, no pressure financial guidance and money management tailored to you. 

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Advisors at this Office

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This Office

1 North Pickney St., Ste 200 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039

Primary Office

1 North Pickney St., Ste 200 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039