Personalized Financial Guidance for Every Stage of Life
Serving Scottsdale and Wisconsin with trusted planning, investment, and retirement strategies for over 30 years.
Our Financial Services
Financial Planning
Create a personalized roadmap for your financial future with expert guidance tailored to your goals, from retirement planning to wealth preservation.
Retirement Planning
Prepare for the future with confidence. Our retirement planning helps you create a stable, sustainable income strategy for your next chapter.
Wealth Management
Take a holistic approach to managing and growing wealth with strategies tailored to your goals, lifestyle, and long-term success.
Social Security Optimization
Discover smart strategies to maximize your Social Security benefits. With 567 claiming options, we help you choose the one that fits best.
Estate Planning
Plan for the future with confidence. We help you organize and manage your estate to protect your legacy and provide for your loved ones.
Medicare & Insurance
Navigate the complexities of Medicare and insurance with expert help. We ensure your coverage fits your needs and protects what matters most.
Why Choose FWA
The FWA Team
Meet the Advisors Who Put Your Interests First
Jeffrey J. Biro, CEP, RFC
President
W. Ryan Zenk, JD, CFP®
Chief Executive Officer
John Oxenhandler
VP of Investment Operations
Mike Wendt
Registered Representative
Debbie Basom
New Client Services Director
Katherine Perini
Client Coordinator Director
Years of Experience
Expert partners
Happy clients
Active Locations
Get Our Retirement Readiness Checklist
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