About

Behl Wealth Management knows the pressure to understand your retirement finances can feel overwhelming.

We’ve made it our mission to help people like you prepare for the retirement you have worked hard for.

Brian Behl, CFP®, CRPC®, CDFA™

Founder & Financial Planner

Brian Behl 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 has worked as a trusted financial advisor 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.

Don’t wait to secure your retirement plan.

Our Commitment to You

We care about your financial success and have built our firm around helping you build an enjoyable retirement. Our firm makes it simple to earn your trust:

Independent advisory firm
with no proprietary products

A fiduciary advisor who always
acts in your best interest

A fee-only company who
doesn’t earn commissions