Brian Behl

CFP®, CDFA®, CRPC®

Behl Wealth Management

Founder and Financial Planner

Brian Behl

CFP®, CDFA®, CRPC®

Behl Wealth Management

Founder and Financial Planner

As a fee-only financial planner, my focus is to offer unbiased, fiduciary financial advice to help you achieve your life goals. - Brian Behl, CFP®, CDFA®, CRPC®

Fee-Only financial planner located in Delafield, WI, serving clients locally in Waukesha County and across the country.

Brian Behl is a Delafield, WI fee-only financial planner. Behl Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Behl is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Brian Behl 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

 

Finance Specialties

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

Brian Behl is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Behl Wealth Management is a Waukesha-based fee-only financial advisory firm offering comprehensive financial planning and portfolio management services.  We feel it only make sense to take advice from someone who is committed to acting in your best interest. We adhere to the fiduciary standard because you deserve unbiased advice. We get paid directly by our clients for advice, not by earning commissions for selling annuities, life insurance, or mutual funds. We’ll be your personal CFO delivering a tailored plan and solutions for your specific situation. High touch, comprehensive financial planning coordinated with a custom investment plan for those preparing for or currently in retirement.

Tax Planning: Multi-year strategic planning to minimize taxes over the course of your lifetime

Cash Flow Planning: Gain control over your household finances with a system that automates bill payments and prioritizes your goals 

Retirement Planning: An illuminated path toward your goals using cutting edge technology to map out and stress test your plan

Charitable Giving: Create a plan to support organizations that are important to you, in the most tax efficient way

Estate Planning: Ensure you have the right documents in place that reflect your wishes and intent for the next generation 

Education Planning: Support and planning as you set goals for your children and grandchildren

Investment Management: Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Social Security Strategies

Ideal Clients

  • Retirees and Near Retirees
  • Baby Boomers
  • Sudden Money Situations
  • Widows and Widowers
  • Busy Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Brian Behl is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Brian Behl is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Brian Behl is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Divorce Financial Analyst
    Brian Behl is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • CRPC - Chartered Retirement Planning Counselor
    Brian Behl is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • XY Planning Network
    Brian Behl is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Brian Behl

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Office Locations:

  • 524 Milwaukee St, Suite 325
    Delafield, WI 53018

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