Most financial advisors offer sound advice, but lack the ability to execute.
Instead, they rely on the client to coordinate with tax and legal advisors to execute strategies that result in meaningful financial outcomes. That’s where we are different. Elmbrook CPAs & Advisors was founded by three former “Big 4” advisors with the goal of becoming a comprehensive solution to our niche client base. We provide tax, business advisory, estate planning, and wealth management, under one roof. And although we maintain strong relationships with many reputable service providers, our team of CPAs and attorneys continue to work together daily to deliver holistic solutions to the needs of our clients. In order to accomplish your financial goals under one roof, please visit us at two convenient Milwaukee area locations.
WAUWATOSA
7700 West Bluemound Rd.
Wauwatosa, WI 53213
BROOKFIELD
1305 N. Barker Rd., Suite #3
Brookfield, WI 53045
CONTACT
Our Team
Eric Brunner, CPA
Partner
eric@elmbrookcpas.com
Michael Scaffidi, CPA
Partner
Mario Falsetti, Esq.
Estate Planning Attorney