YOUR GOALS, OUR GUIDANCE.
ALIGN YOUR WEALTH WITH WHAT MATTERS MOST
You’ve accomplished great things in life, and you deserve to enjoy your success with the peace of mind of knowing that you’ve made the right moves for yourself and the people around you. Here at Passehl Financial, we understand that life is busy and financial decisions can be complicated, especially when you’re trying to balance the here and now with the future. That’s why you need a trusted partner at the table with you making sure the decisions you make are in alignment with your goals and values.
PAVING THE WAY FOR A BETTER FUTURE THROUGH HOLISTIC FINANCIAL PLANNING
For more than 20 years, we’ve been doing holistic planning to empower people like you to make wise financial decisions with clarity and confidence. Rather than looking at one piece of the puzzle, we look at the entire situation from nearly every angle so that we can help you live your best life and leave the legacy you desire. At the end of the day, we’re here to help you maximize your financial potential and impact your life so that you can make a greater impact on the community and the people you love.
PERSONALIZED PLANNING, WORLD-CLASS SUPPORT.
WE'RE TOP RANKED BY FORBES
Geoffrey Passehl has been recognized as one of the Best-in-State Top Wealth Advisors and Best-in-State Top Financial Security Professional by Forbes. Also, the Passehl Financial Team has been named to Forbes’ 2025 Top Wealth Management Teams Best-In-State list. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes "Best-in-State Wealth Advisors" list (April 2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2024. Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/24. Forbes Best In State Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.