Best Financial Advisors In Milwaukee Near Me

4worldlovers: Comprehensive, fee-only financial advice for rising professionals and growing families in Milwaukee, WI and beyond.


At Hilltop, we believe in delivering a comprehensive suite of financial planning services that help our clients live extraordinary lives. We do this by a comprehensive process that starts with your values and gives you more clarity on the life you live.

Before my life as a financial advisor, my life was pretty hectic. I grew up in Alaska and my dream was to become a professional hockey player. After finishing high school, I spent two years playing juniors hockey before pursuing my Bachelor’s degree and playing NCAA. While I didn’t make it to the big time in the sport that I love, the time I spent traveling as a semi-professional athlete, gave me an understanding of what it’s like to have a career that demands so much time and leaves very little to spend taking care of the future.

Today, I am a Certified Financial Planner (CFP) with a passion for helping people live their ideal lives. I draw on experience working five years in traditional financial planning for a Milwaukee-based firm before I decided to quit my job and start Hilltop Financial Advisors. My time spent working in financial planning and investment management made me recognize an interesting phenomenon that exists in the world of financial planning— busy people often spend so much of their time either working or planning for the future, that they get very little time to actually enjoy the present.

This time opened my eyes to the need for a firm that put things in the right order. Hilltop starts by working together to discover why money is important to you and your family. Our single-point-of-contact model ensures that your most important goals and deepest held values are factored into every decision that is made. We act as your representative to reduce the number of people that you have to meet with and free you up to spend time doing the things you love.

4worldlovers: We help people implement a strategy to put their financial house in order, which leads to confidence and peace of mind.


Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched by our expertise in finding the best solution for each individual, family, or business and continuing our engagement through ongoing communication and care. Our relationships are built on a foundation of trust, which allows us to protect you, your family, and your business, giving you peace of mind, and us the satisfaction of providing stability in an ever-changing world.


Looking for a financial advisor who will do what is right for you?


Not everyone that calls themselves a financial advisor has to act in your best interest.


Our team is made up of fiduciary financial advisors who will always do what is best for you.

Our team is passionate about serving New Berlin and our surrounding community and our culture reflects that.

Learn more about us and why we are passionate about what we do.

We create holistic financial plans that are tailored to your needs and goals. Whether you are young or a little more seasoned, we are here to help everyone!

4worldlovers: 1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.

3 Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2022; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), December 2022; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

4 Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.