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Filbrandt & Company

Financial Planning for University Professionals

We offer financial planning and wealth management services that focus on your unique lifestyle and individual goals.

Start Your Review Why Choose Filbrandt

“It’s not how much money you make. It’s how much you keep.” - Michael J. Filbrandt, Chairman of the Board

Helping University Professionals Put All the Pieces in Place

When you partner with Filbrandt & Company, we are your advocate for all your financial planning needs. As your financial advisor, planner, and trusted resource, we work with banks, attorneys, accountants, retirement plan vendors, investment brokers, university retirement offices, and insurance agents. We are proud to ensure that your best interests are always protected.

Retirement Planning

Retirement isn’t just about having enough money — it’s about making the right decisions to prepare for the financial independence, freedom, and flexibility you want when you retire.

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Estate Planning

University faculty have unique assets that are often not covered by a will. We help you coordinate all assets to avoid probate, protect your assets, reduce taxes, and maximize the wealth transfer to heirs.

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Investment Management

We help you to reduce risk and leverage the strengths of your University Custodians. We provide an independent approach and a Unified Portfolio that is invaluable. We act in your best interest always.

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Tax Planning

Efficient tax planning is an often-overlooked tool to increase assets. We look for diversification that gives you more control over the taxes paid currently, and in retirement.

Filbrandt & Company Financial Planning Resource Center

Better than anyone, you understand the value of continuing to grow your knowledge. Peruse our library of free resources and improve your financial and estate planning literacy.

Filbrandt Reports and Ebooks

Market Update: What is Your Retirement Benchmark?

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University Retirees Share What They Wish They Knew Before Retirement

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Biden's Tax Plan, Part II: Navigate Future Estate Tax Changes

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Biden's Tax Plan, Part I: Impacts on Federal Income Tax and Estate Tax

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The Filbrandt Report: Start with the End in Mind

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Retiring Earlier Than Planned? A 7-Step Retirement Checklist

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7 Steps to Protect Your Retirement

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Market Update: Investing in a Low-Yield Environment: Unusual Strategies for Unusual Times

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Market Update: Does Concentration in Top 5 Stocks Signal Imminent Crash?

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Recent Articles

Market Update Vlog: What is Your Retirement Benchmark?

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Filbrandt Vlog: Biden's Tax Plan, Part I

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Filbrandt Vlog: Biden's Tax Plan, Part II

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Filbrandt Vlog: Start with the End in Mind

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Letter From the Chairman: “Don’t Look Back; Something Might be Gaining on You.”

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Meeting Community Needs: Filbrandt & Company “Moves for A Good Cause”

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Employee Engagement and Safety: Filbrandt & Company Finds Balance For Annual Staff Outing

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Good Planning Anticipates Market Volatility

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Contact Filbrandt & Company

If you have questions about your financial planning option, or would like to learn more about our services, please don’t hesitate to reach out!