Comprehensive financial planning for physicians with student loans.

Our Services

Simplicity Financial is a fee only financial planning firm based in Milwaukee, WI that works with Physicians, Fellows, and residents in Wisconsin and Chicago to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning for retirement, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values. Many of the physicians we work with are affiliated with one of the large Milwaukee-area networks (MCW, Advocate Aurora Health, Marshfield Clinic, etc) along with many other systems across the country.

Comprehensive Financial Planning

This service is designed to build long term relationships with our clients. We work to set a solid financial foundation, addressing different areas of our client’s financial life, including future goals and long term financial plans.

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Investment Management Services

This service incorporates Simplicity Financial advisors in the management of our client’s assets and investments. Regardless of portfolio size, proper investment management can help you optimize every dollar for maximum returns.

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Student Loan Services

This service is designed for one-time student loan projects. We work with you to design a strategy for student loan management. Let us do the work so you can rest easy knowing we have developed a plan for your student loan debt.

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What Is a Fiduciary?

A fiduciary has the highest ethical obligation to put their client’s interests ahead of their compensation and any other considerations. We are a fiduciary – this is a fundamental value of ours, and we wouldn’t have it any other way.

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“A goal without a plan is just a wish.”

— Antoine de Saint-Exupery

A personal approach.

Simplicity Financial works with their clients to help align their values with their financial goals by individualizing each client’s financial plan to fit their lifestyle and personal values.

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Client Stories

Andee

Jared is incredibly thoughtful in his approach with his clients. I recently went through a career transition in which I sought Jared's services to help navigate the complexities around finances as a freelance photographer. Jared gave me honest feedback on the best next steps to take and the advice was perfectly tailored to my short term and long term financial goals. Jared's communication style makes you feel like you are having a casual conversation with an old friend. He untangles every anxiety you have in your mind about your financial situation with ease. His overall demeanor, presentation, knowledge, and skill level make himself and his business unmatched by anyone I've ever worked with in a similar field. I look forward to continue to work with Simplicity Financial in the future!
Matt

I have been working with Jared and Simplicity Financial for about 2 years now. We started by working on my personal finances and then added in my business finances. Jared has helped me create some new systems within my business to help bridge the gap between it just being a source of income and it actually making a profit. I have turned everything over to Simplicity Financial, personal and business, and couldn't be happier with the services that are provided. Jared's approach is unique and flexible to what you need. I highly recommend their services no matter how big or small your goals are.
Derek

Jared has been great with helping me understand my finances much better and planning for the future. Things that were complicated were made simple, with the holistic approach the Jared takes. I am very thankful with how flexible and comprehensive his services are. 5 stars would highly recommend.