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About Us

The Du Charme Financial Group

Our Team is passionate about serving New Berlin, and our culture reflects the values of our community

If you ask any of our advisors for the most important thing that we bring to the table, it's trust. At Du Charme Financial Group, we care about our clients and each other, which is illustrated by our trusting relationships. 

Passionate About Our Why

Doing the right thing is always right. It all started back in 2001 with a vision Rob had about helping everyone win at their finances. We can't help it, we get excited about what we do, and how we can impact our clients' lives. We believe that we can change the world through those we help, and we approach this business with our whole heart. 

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Trustworthy

Our foundation is built on trust. If there's one thing our clients can be sure of, it's that we have their best interests in mind. Our moral and ethical compasses align with our fiduciary responsibilities. 

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Caring

Sometimes we feel like parents - nurturing and supportive with a strong sense of protecting our young. We want to give our clients the knowledge and resources that they need to make good decisions for their lives. We only want the best for those we work with.

We'll find the right solutions for you

Approachable

Our advisors have diverse personalities with one thing in common: we make our clients comfortable by connecting, engaging, and meeting them where they are. 

Meet our Advisors

Expertise

We're confident in our ability to solve each individual challenge with skill and professionalism. We pride ourselves on leading through innovation, and bringing the best solutions to the table for our clients. 

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