Contact Us

Contact Us Directly At:

Phone: 414.727.8181

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Providing Financial expertise to Southeastern Wisconsin and Beyond


Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.

Financial Freedom is Possible

For nearly 40 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence.