Brian Leben
CFP®, PFS, CPA, MBA, CGMA, CCFC
Midwest Wealth Solutions LLC
Financial Advisor
Brian Leben
CFP®, PFS, CPA, MBA, CGMA, CCFC
Midwest Wealth Solutions LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Leben, CFP®, PFS, CPA, MBA, CGMA, CCFC
Fee-Only financial planner located in Brookfield, WI, serving clients locally and across the country
Brian Leben is a Brookfield, WI fee-only financial planner. Brian is both a CFP (Certified Financial Planner) and a CPA (Certified Public Accountant) allowing him to advise on a wide range of financial aspects including taxes, investing, retirement, and college planning. Midwest Wealth Solutions LLC 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 Leben is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams.
Brian is a Certified Public Accountant, Certified Financial Planner, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Lulloff, Leben & Taylor and Midwest Wealth Solutions .
Brian is an active member of the Certified Financial Planner organization, the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian Leben 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.
Our firm offers a wide range of services to our clients. As a small firm, our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, but through careful planning. Working closely with you and understanding your needs will help us map a strategy to plan for that success. 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 LLC is dedicated to meeting those goals with high standards of excellence and professionalism.
Services
Financial Planning
Properly planning for life’s goals and challenges does not happen overnight. A comprehensive financial plan puts an individual or business in position to strengthen their financial security. Lofty goals and objectives can be achieved with sound planning and discipline. This includes reviews & analysis of your Net Worth, Cash Flow, Money Management, Investment Planning, Tax Projections, Retirement, Estate, Education, Insurance, Business, and other planning goals.
Wealth Management
We work closely with you to understand your financial objectives and develop a plan to achieve those objectives.
CPA Firm
Full Service CPA Accounting firm services offered through our sister company Lulloff, Leben & Taylor LLC www.LLTCPAS.com
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Leben is a NAPFA-Registered Financial AdvisorThe 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.
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Brian Leben is a Member of the XY Planning NetworkThe 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.
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Brian Leben is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Brian Leben 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.
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Brian Leben is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Brian Leben is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Brian Leben is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Brian Leben is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
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Brian Leben earned the Chartered Global Management Accountant® (CGMA®) DesignationThe CGMA designation distinguishes professionals who have advanced proficiency in finance, operations, strategy and management. It is underpinned by extensive global research to maintain the highest relevance with employers and develop competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements. They must commit to lifelong education and adhere to a stringent code of ethical conduct.
Contact Brian Leben
Office Locations:
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19575 Janacek Ct.
Suite 104
Brookfield, WI 53045
