At Business & Estate Advisers of Wisconsin, Inc., we believe financial planning should feel personal, not transactional. Since 1968, our team has been dedicated to building meaningful relationships and helping clients navigate life’s financial decisions with clarity, care, and confidence.
We take the time to understand what matters most to you, your goals, your priorities, and the moments you’re planning for, so we can create strategies that truly support your life, not just your finances. With an independent approach and a commitment to personalized service, we’re here to guide you through every stage with thoughtful expertise and a genuine focus on your success.
Independent financial planning built around your life, your goals, and your future.
Your Financial Planning Partner
Across Generations
Trusted
of Families &
Businesses Served
100s
Years Serving Clients
50+
of Planning Conversations
Thousands
All members of this team are nothing short of professional who really care about us as clients and friends. As we meet and see the roadmap they have developed for us, it is clear they listened to our thoughts, goals, and concerns. Some of us think we know the financial and retirement pathway, but these folks really demonstrate their expertise to best ensure we are set up for long term success! As the first five years with B&E have gone by, they always continue to evaluate where we are at and adjust things as we go. It is clearly evident they have helped us be on the right track to live the life we want now and for many years to come.
- Scott K.
B&E provides the highest quality financial advising around. Their expertise goes far beyond financial planning—they bring a wealth of knowledge and resources related to business, estate planning, retirement, and so much more. Whether I simply want to bounce an idea off someone or need guidance on a complex or challenging topic, I never hesitate to reach out to the B&E team. I know I will receive thoughtful, knowledgeable advice from people I trust. They are actively involved in our community, consistently lead with integrity, and bring an incredible depth of knowledge to everything they do. B&E is truly a team you can count on.
- Deanna A.
From the very beginning, they took the time to understand our goals, explain options clearly, and create a personalized plan that gave us confidence and peace of mind. They suggest strategies we never would have thought of, explain the pros and cons and let us decide. We never feel pressured, and they always make sure we understand every recommendation before moving forward.
- Michelle G.
What our members are saying
The testimonials provided are from clients who have shared their experiences voluntarily. No compensation was given for their statements. These testimonials reflect individual experiences and may not represent all clients.
The experience of being a client at B&E is not like any other business I’ve encountered. It is exceptional. I’ve been a customer for more years than I can remember and always liked how they looked at the entire scope of my financial life….in conjunction with my goals pre-retirement and now post-retirement. The team has spent time to know me – my goals, dreams, concerns, family, etc. They have researched and suggested the best financial tools to build a plan that was right for my husband and I. If we call with a question, they listen, they care and respond in a very timely manner with detailed options for consideration. Knowledge and care is how I’d describe the B&E team.
- Ann g.
I have been privileged to serve on the advisory board for a period of 3 years. I felt I was not able to contribute much to the conversation, but I did gain a lot of knowledge in the operations of B&E Advisors of Wisconsin. By listening in on those meetings, I learned how they were able to plan for growth, keep they clients informed, and always looking for the best way to serve their clients. The team listened to the comments of the board members and put into practice the best way to serve the client. I know of no other financial firm that has a board where they bounce off ideas and implement decisions for the good of their clients.
- Gerard W.