Financial Planning And Information Services

Financial Planning And Information Services

Founded in 1985 and headquartered in De Pere, Wisconsin, the firm has built its practice around a fee-only, fiduciary model that explicitly avoids commission-based product sales. The firm serves individuals and high-net-worth clients on a discretionary basis, though it does not publicly disclose any named principals. The strategy spans financial planning, retirement planning, investment management, tax preparation, and estate and insurance concepts. The firm highlights an advisory approach rooted in continuous access and adaptation to client life events, rather than transactional product placement. It manages client assets on a discretionary basis, but no specific portfolio companies, fund structures, or co-investment vehicles are identified in public disclosures. The geographic footprint is concentrated in Wisconsin, with no additional offices disclosed. No team size, total deployment, or AUM figures are publicly available. The firm references a team-based approach, describing its services as drawing on combined expertise to produce well-rounded financial plans. No adjacent vehicles, philanthropic foundations, or external club memberships are disclosed. In the absence of dated operational events from the last 24 months, recent activity remains unverifiable. Structurally, the firm differentiates through its steadfast fee-only fiduciary posture — a model that, while common in parts of the RIA space, contrasts sharply with the commission-driven wealth management shops that still dominate much of the Midwest. Its longevity, operating for over four decades from a single location, signals a relationship-based, low-churn business architecture rather than an asset-gathering platform.