SMB Financial Strategies, LLC is an independent financial advisory firm based in Brookfield, Wisconsin. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions, ensuring its advice is aligned with clients' best interests. As a fiduciary, they are legally obligated to act in their clients' best interests at all times. Their core services include comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning, tailored to help individuals and families achieve their long-term financial goals.

Founded in

United States