Our Planning Approach

Filbrandt & Company is an independent financial services organization. The firm provides comprehensive investment, retirement, and estate management services to university professionals. Filbrandt & Company has specialized knowledge and experience working with university employee benefit programs and retirement plans.

Our professional staff have backgrounds in finance, law, banking, insurance and accounting. Client advisers are Certified Financial PlannersTM, CFP®, or Chartered Financial Consultants (ChFC). Investment advisory services are offered through Filbrandt Investment Advisers Incorporated.

Our Mission

Filbrandt & Company's mission is to help clients achieve their financial goals. We strive to achieve the best total solution for our clients investment, retirement and estate transfer goals.

Our Clients

Our clients are the focus and cornerstone of our firm. Clients benefit from knowing that their interests come first. As a fiduciary, the firm has a duty and responsibility to represent the client above all other interests. Clients benefit from objective advice that is not tied to product transactions and commissions. Clients measure their success by how well they are doing in achieving their personal financial objectives. Clients are served by a trusted advisory team dedicated to providing exceptional leadership and service.

 

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Legal

"Filbrandt Investment Advisers Incorporated ("FIA") and its investment advisor representatives may transact business in states only if FIA has filed an appropriate state notice and, in the case of its representatives, has registered them in accordance with state investment adviser representative registration requirements. Follow-up individualized responses to persons by FIA and its representatives that involve providing personalized investment advice for compensation will not be made absent compliance with state investment adviser notice and investment adviser representative registration requirements, or an applicable exemption or exclusion from these requirements."

Comments and opinions expressed in this Website regarding individual securities and markets, and regarding case studies, are not recommendations or predictions, and thus should not be acted upon

CFP®, CE RT I F I E D FI N A N C I A L PL A N N E R™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.