Brian Leben (CFP®, CPA/PFS, CPA®, MBA)

Brian Leben focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs

Planning Specialties

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Corporate Executives

Divorce Planning

Entrepreneurs

Estate & Generational Planning Issues

Financial Psychology/Coaching

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Middle Income Client Needs

Professional Athletes or Entertainers

Real Estate Investments

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

The Midwest Advantage - Small Firm. Wide range of services.

Our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, it cultivates through careful planning. Working closely with you and understanding our needs will help us map a strategy to plan for that sucess. 

We will assist you with all of your financial planning and wealth management needs while offering you high quality professional services at affordable prices. Our goal is to help clients maintain financial viability in the near term while taking a proactive approach to accomplish future objectives.

Midwest Wealth Solutions is dedicated to meeting those goals with high standards of excellence and professionalism. 

NAPFA Start Date

March 20, 2018

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This Office

3333 N Mayfair Rd Ste 203 Wauwatosa, WI 53222-3219 Phone: (414) 777-0700