Wiskirchen Financial Group is an independent financial planning firm based in Mequon, Wisconsin. Its team of financial fiduciaries works with clients to develop and implement personalized, goal-oriented plans for different stages of life. The firm’s services include retirement, investment, Social Security, education, estate, insurance, business, and tax planning, as well as portfolio management.

Wiskirchen Financial Group describes its approach as professional and personal, built around clear communication and collaboration. Its process begins with a discovery conversation to understand a client’s needs and goals, followed by a tailored financial plan. The team then helps implement the agreed plan and provides ongoing monitoring, with adjustments as circumstances and objectives change.

The firm identifies Barry R. Wiskirchen as founder and lead financial advisor, alongside financial advisor Blake C. Wiskirchen, office administrator Penni Wiskirchen, and strategic partners Mark Kelly and Jasen Dahm. Client resources include access to investment and retirement account platforms. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.