Founded by CFP® Tony Drake, Drake & Associates has proudly served Wisconsin retiree’s since 2002. Concentrating on wealth management and retirement planning, we believe we have built an exceptional advisory team that focuses on building clients to their dream retirement.

Our holistic approach brings together all the pieces of your financial life to better ensure everything works together more efficiently and effectively. In addition to implementing investment strategies, we offer accountants for tax return preparation, health insurance agents to sort through long-term care, Medicare Supplements and Advantage, and an on-site elder law attorney to help with wills, trusts and powers of attorney. This approach provides support for clients in areas they may not have known they needed.

Retirement planning is not just for the wealthy, and our clients come from all walks of life but share common goals: peace of mind, freedom, good health and family. Schedule a complimentary consultation with us today at our Mequon or Waukesha locations.