Welcome to Passehl Financial
Passehl Financial serves a higher purpose in the lives of our clients. We are more than an annual engagement. We are more than a team that manages portfolios.
The work we do transcends every aspect of our clients' lives and separates us from our competition. In short, we inspire, educate, connect, insure and ensure.
We change lives and pave the way for a better future for our clients by instilling confidence and creating peace of mind.
Stay Informed on Financial Markets
Markets may be wary, but a financial plan is the antidote to uncertainty. Our Weekly and Quarterly Market Commentaries outline our broader economic view. Read Market Commentaries.
For Business Owners
Take this survey to learn more about yourself and your business.
How Ready Are You to Sell Your Business?
Fee Based Planning
Our role with clients goes beyond just providing expert guidance in the creation of your financial plan. When we work with you during a fee-based financial planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We'll also help you implement your plan through a combination of innovative investment and insurance solutions.
Northwestern Mutual supports Alex's Lemonade Stand Foundation
Passehl Financial is a proud participant in Northwestern Mutual's philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease.
Learn more about Northwestern Mutual's efforts in the fight against childhood cancer.
