Michael Dubis (CFP®)

Michael Dubis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments

Planning Specialties

Thank you for your interest in my firm. I offer fee-only financial planning and investment advice. I am on the same side of the table as you and work for you and only you. I serve you as a financial advocate: whatever financial information crosses your desk, should cross my desk.

We create an environment unencumbered with conflict and you receive objective, unbiased, specific advice, focused on goal attainment and risk management, while keeping decisions and costs in your control at all times.

I help clients think through critical financial planning issues; offering insight, direction, discipline, and stability. I coordinate and collaborate with my clients' other advisors; providing leadership and frank discussion so their agenda is the client's agenda. Building our relationship over time allows us to grow together as a team, while my services continue to be even more valuable.

I am a fiduciary. I am fee-only. The only income I receive is paid directly by you. I fully disclose all compensation.

Additional Information

 I look forward to the opportunity to speak with you. I can be reached directly at 608-827-6755.

Very Truly Yours, Michael A. Dubis, CFP, President Michael A. Dubis Financial Planning, LLC

NAPFA Start Date

October 10, 2002


This Office

8383 Greenway Blvd. SUITE 600 Middleton, WI 53562 Phone: (608) 827-6755 Fax: (608) 827-6758