Brian Behl (CDFA, CFP®, CRPC®)

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

  • Baby Boomers
  • Charitable Giving
  • Divorce Planning
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Investment Management
  • Retirement Planning & Distribution Rules
  • Social Security Planning
  • Pension Maximization Strategies
  • Inheritance and Sudden Wealth
  • Estate Planning
  • Required Minimum Distribution Planning
  • Women’s Finances
  • Divorce Financial Planning

Additional Information

Brian founded Behl Wealth Management to build a firm where clients truly come first.  He became frustrated at other financial firms where there were more conversations about how to make the firm more money instead of helping their clients make more money.

Brian cares about your success and dedicates himself to continual learning.  He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with.  Brian feels it only make sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice.  One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him.  

Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner®, a Chartered Retirement Planning Counselor® and a Certified Divorce Financial Analyst™. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University.

When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla.  He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts.  Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.

To schedule a no obligation introductory phone call, please click here

NAPFA Start Date

June 14, 2019

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This Office

N19W24400 Riverwood Dr Suite 350 Waukesha, WI 53188-1182 Phone: (262) 275-4025