Keil Financial Partners

Keil Financial Partners is a financial planner in New Berlin, Wisconsin, specializing in retirement planning, investment management, and tax planning for individuals approaching or already in retirement. The firm serves clients in the Milwaukee area and beyond, helping them turn savings into sustainable income, reduce lifetime tax burdens, and make informed decisions about Social Security, pensions, and investment withdrawals. With over two decades of experience in financial advisory, the firm focuses on guiding clients through the complex, interconnected choices that define retirement, ensuring their financial plans align with long-term goals. Clients consistently praise the firm’s clarity, personalized approach, and ability to alleviate retirement-related anxiety.

Keil Financial Partners emphasizes a comprehensive, ongoing planning process that integrates income, taxes, investments, and estate considerations into a unified retirement strategy. The firm’s approach is rooted in the work of Jeremy Keil, a certified financial planner with more than 20 years of experience, whose insights are shared through his book, podcast, and YouTube channel. Each client is supported by a dedicated CFP® professional backed by a full team of specialists in planning, investments, and service. The firm’s 5-step retirement income plan is designed to help clients transition from saving to spending with confidence, while its educational resources, including a blog, guidebooks, and the Retirement Revealed podcast, empower clients with knowledge.

Located at 15350 W National Ave Suite 214, the firm sits just a short walk from the New Berlin Public Library and the New Berlin Activity & Recreation Center, and is within a half-mile of Deer Creek Sanctuary. It is situated near South Moorland Road and the New Berlin Post Office, placing it in a well-connected, accessible part of the city.

Keil Financial Partners is recognized for its well-documented, transparent business information and a website that is both user-friendly and optimized for search engines, reflecting a commitment to clarity and accessibility. The firm stands out in the local financial advisory landscape for its focus on education, team-based support, and the long-term, holistic planning that helps clients retire with confidence.

In New Berlin, Keil Financial Partners is a trusted partner for those seeking peace of mind in retirement, turning complex financial decisions into a clear, manageable path forward.