Best Financial Advisors in Brookfield

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Brookfield Financial Landscape

With a population of 37,999, Brookfield boasts a diverse economy anchored by retail, healthcare, and professional services. The city is well-positioned within the Milwaukee metropolitan area, benefiting from regional economic growth.

Major industries
Retail, Healthcare, Professional Services
Population
0.038M (metro: 1.6M)
Median household income
$85,000
Unique needs
Brookfield requires tailored financial advice due to its suburban dynamics and diverse economic base.
Market Insights
Economic Growth
According to BEA (2023), Brookfield's economy has shown steady growth, particularly in retail and healthcare sectors, contributing to local job creation.
Wealth Demographics
According to Census (2023), Brookfield's median income stands at $85,000, reflecting a prosperous community with a strong middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Brookfield are increasingly focusing on retirement planning and wealth management due to the aging population.
Local Considerations
Cost of Living
According to BLS (2024), Brookfield's cost of living is slightly above the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Brookfield is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Brookfield's business climate is favorable, supported by a skilled workforce and access to regional markets.

Top 5 Financial Advisors in Brookfield

Wealth Enhancement Group
★ ★ ★ ★ ★ 5
Prime Financial Services
★ ★ ★ ★ ★ 5
Financial Strategies, Inc
★ ★ ★ ★ ★ 5
Next Level Planning & Wealth
★ ★ ★ ★ ★ 5
Freedom Wealth Alliance
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Brookfield, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Brookfield-Specific Expertise
For Brookfield residents working in Retail, Healthcare, Professional Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Brookfield's retail focus poses risks from e-commerce shifts. Housing prices may bubble; diversify investments. Watch for severe weather impacts and ensure economic diversification.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Wisconsin locations

Milwaukee Madison Green Bay Kenosha Racine Appleton Waukesha Eau Claire