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Korbitz Financial Planning
Korbitz Financial Planning is a fee-only firm providing financial planning, individual tax planning, and individual tax preparation to clients throughout...
Korbitz Financial Planning
Korbitz Financial Planning is a fee-only firm providing financial planning, individual tax planning, and individual tax preparation to clients throughout Milwaukee and Wisconsin. Services are personalized and objective, with the advisor bound by fiduciary responsibility and receiving no commissions. The firm was established by Eric Korbitz, a CPA, PFS, and CFP® professional.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Milwaukee
Principals
Eric Korbitz
CPA, PFS, CFP®
Frequently asked questions
What is Korbitz Financial Planning?
Korbitz Financial Planning is a ria headquartered in Milwaukee, United States.
When was Korbitz Financial Planning founded?
Korbitz Financial Planning was founded in 1995.
Where is Korbitz Financial Planning headquartered?
Korbitz Financial Planning is headquartered in Milwaukee, United States, in the North America region.
What does Altss track for Korbitz Financial Planning?
Altss maintains an OSINT-verified profile of Korbitz Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Korbitz Financial Planning's website?
Korbitz Financial Planning's public website is korbitzfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Korbitz Financial Planning?
Korbitz Financial Planning is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Korbitz Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Korbitz Financial Planning's Altss profile last updated?
Korbitz Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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