Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched by our expertise in finding the best solution for each individual, family, or business and continuing our engagement through ongoing communication and care. Our relationships are built on a foundation of trust, which allows us to protect you, your family, and your business, giving you peace of mind, and us the satisfaction of providing stability in an ever-changing world.
Not everyone that calls themselves a financial advisor has to act in your best interest.
Our team is made up of fiduciary financial advisors who will always do what is best for you.
Our team is passionate about serving New Berlin and our surrounding community and our culture reflects that.
Learn more about us and why we are passionate about what we do.
Dear Friends, Colleagues, and Clients,
It's important to me to share a little bit about why I started this business, and why I continue to be passionate about growing our team and helping our clients. Back in 2001, when I started my practice, I committed to the idea that we are here to serve everyone, not just the wealthy, not just high potentials for our paychecks, but everyone. This philosophy stems from my personal values and faith - I believe that every human on this earth deserves to dream of a better future for themselves, and access the support they need to get there.
Our mission remains true today. I am not here to sell you the product of the week, or convince you to invest in something that doesn't make sense for you, your family, or your business. All of the advisors at the Du Charme Financial Group are fiduciary-based - we're committed to looking at the whole picture, and positioning you to achieve your dreams based on your best interests, not our own. Our strategic partnerships allow us access to a wide variety of best-in-class products, and our knowledge and experience allow us to create effective, productive financial strategies for our clients.
We believe in doing the right thing. For our clients, that's developing fiduciary-based strategies that get them closer to their dreams and protect them when things don't go as planned. For our advisors, that's working together to provide the resources needed for professional growth, development, and success.
I'm confident that our team stands out in a sea of sales pitches and products as real people caring for real people.
When you're ready to make your financial plan for the future, or make a career change that will fulfill your passion for people, give us a call. We're ready to help you change your life for the better.
Robert Du Charme, CPA/PFS, Executive Director & Branch Manager
We create holistic financial plans that are tailored to your needs and goals. Whether you are young or a little more seasoned, we are here to help everyone!
There are many aspects to running a business, including financial planning, insurances and employee benefits. We are here to help with many aspects of your business.
What’s Your Investment IQ?
Test Your Life Insurance Knowledge