Drake & Associates LLC of Mequon

Drake & Associates LLC is a wealth management firm in Mequon, WI, specializing in retirement finance planning. Led by a team of experienced advisors, the firm has guided thousands of individuals through the complexities of retirement planning since 2002. The practice serves clients from all walks of life who share common goals of peace of mind, freedom, good health, and family. The firm holds a perfect 5.00 rating based on customer reviews.

The firm’s approach is built on a "One Plan, One Coach" model that distinguishes it from other advisory firms. Beyond standard investment strategies, Drake & Associates offers a holistic suite of services including accountants for tax return preparation, health insurance agents for long-term care and Medicare supplements, and an on-site elder law attorney for wills, trusts, and powers of attorney. The retirement planning process addresses five key areas: investment planning, income planning, health care, tax planning, and legacy. Specific services include risk tolerance assessment, annuities, asset protection, IRA and 401(k) rollovers, Medicare Parts A, B, and D, long-term care strategies, life insurance, tax-efficient strategies, trusts, probate, charitable giving, and estate planning. The firm also emphasizes education through workshops and classes on tax strategies, market volatility, inflation, and Social Security, available via radio, podcasts, television, and video platforms.

Located at 1339 W Mequon Rd Suite 105, the office sits directly on West Mequon Road, a main thoroughfare in the area. It is a short drive from North Port Washington Road. The location is approximately 0.3 miles from Froedtert Community Hospital - Mequon and 0.4 miles from the Froedtert & Medical College of Wisconsin Mequon Health Center. The Winding Hollow Condominium neighborhood is about 0.5 miles away.

Drake & Associates is known for its positive customer ratings and its long-standing presence in the Mequon area since 2002. The firm’s reputation is built on providing personalized solutions and ongoing guidance, treating clients as family members rather than just accounts. This focus on the Ultimate Client Experience ensures that interactions are personal, thoughtful, and genuine, supporting clients in making informed decisions for their retirement.

In Mequon, WI, Drake & Associates LLC stands as a dedicated retirement planning firm, combining over two decades of experience with a comprehensive range of financial, legal, and healthcare services to help residents enjoy their retirement.