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Highland Investment Advisors – Brookfield, Wisconsin Office

Serving physicians, executives, and families across Brookfield, Waukesha County, and the Greater Milwaukee area


Welcome to Our Brookfield, Wisconsin Location

Highland Investment Advisors was founded in Wisconsin, and our Brookfield office anchors our presence in the state. Located at 175 S. Patrick Blvd., Suite 120, Brookfield, WI 53045, this modern space supports a collaborative, accessible, and client-focused experience for our clients and team.



Our Brookfield team includes advisors David Morrison, Ryan Moran, CFA, CPA, CFP®, Scott Keipper, CPA/PFS, Bob Dignan, CFP®, AIF®, Abbigail Kuna, and Adam Stoeckler, CFP®. Together, they help Wisconsin families, business owners, and retirees make confident financial decisions and build long-term financial well-being.

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Your Local Partner in Fiduciary Wealth Management

Our Brookfield advisors provide comprehensive financial planning, retirement planning, tax strategy, estate coordination, and investment management—all with a fee-only, fiduciary commitment.


That means we’re paid solely by our clients, not commissions, ensuring advice that’s 100% objective and aligned with your best interests.


Whether you’re planning for retirement, managing generational wealth, or navigating a major life transition, our Brookfield team combines analytical precision with personal care. Every plan we create is customized to your goals, risk tolerance, and values.

Our Brookfield Services

Financial Planning

Comprehensive, goal-oriented financial roadmaps

Investment Management

Diversified, low-cost portfolios aligned with your goals

Retirement Planning

Strategies for income, longevity, and peace of mind

Tax Planning

Ongoing, year-round tax-efficiency strategies

Estate Planning Coordination

Seamless collaboration with local attorneys and CPAs

Serving the Greater Milwaukee Community

We proudly serve clients throughout Brookfield, Waukesha County, and the Greater Milwaukee area, helping individuals and families pursue prosperity with confidence. Our Brookfield office was established to enhance collaboration and provide a convenient meeting space for Wisconsin-based clients.

Address:

175 Patrick Blvd., Suite 120,

Brookfield, WI 53045

Phone:

414-755-2309

Hours: 

Monday–Friday, 8:30 AM – 5:00 PM

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Ready to take the next step?

Schedule a consultation and start planning your financial future today.

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