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.
Andrew Polzin strives to understand the different backgrounds, experiences, and needs of all clients. As an enthusiastic learner and student of the financial planning industry, he takes pride in understanding and providing clarity to clients’ various planning objectives.
Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. He is currently working towards becoming a Certified Financial Planner®, coming from a board-accredited program. Andrew has previously worked as a Finance Intern for a Registered Investment Advisor (RIA) based in New Jersey where he focused on the financial planning needs of the firm’s clients.
When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with the people that mean the most to him. Andrew can also be found cheering on the Milwaukee Brewers and jumping around at Camp Randall on Saturdays. He is also working on his golf game to eventually keep up with Brian. (Which shouldn’t be too difficult….)
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