Phil Nybroten, BFA™

Phil brings over 15 years of experience helping individuals, families, and business owners navigate complex financial decisions. He specializes in retirement income planning, tax strategy, charitable giving, and multigenerational wealth transfer, with a focus on helping clients align their financial resources with their long-term goals and values.

With a background as a former Senior Pastor, Phil brings a relationship-driven and guidance-focused approach to his work. He is passionate about walking alongside clients through life’s financial decisions, helping them gain clarity, confidence, and a sense of purpose in their planning. Phil works closely with families and entrepreneurs to develop thoughtful strategies around legacy planning, asset protection, and late-life care considerations.

Professional Designations and Associations

  • Behavioral Financial Advisor (BFA)
  • Bachelor of Arts, Biology | Luther College
  • Master of Divinity | Luther Seminary

Professional and Community Involvement

  • Hamilton Education Foundation
  • Children’s Hospital of Wisconsin | Leaders Who Care
  • Family Business Legacy Partners
  • The Lutheran Home Foundation
  • Compassion International
  • InterVarsity

Personal Life

Phil lives in Menomonee Falls with his wife, Megan, a pediatric nurse, and their two children, Noah and Abby. They are active members of Shepherd of the Hills Lutheran Church in Pewaukee. Outside of work, Phil enjoys spending time and traveling with his family, following Wisconsin sports (Packers, Badgers, Brewers, and Bucks), and staying active through hiking, hunting, fishing, golf, and running. He also enjoys reading, particularly presidential biographies and history.