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Financial planning for prosperity and generosity through generational wealth management

Wealth building and legacy planning from day one.

Your family, your business, and your legacy. These are the nonnegotiables and the reason you get up every morning in your unwavering commitment to generational affluence. You've accumulated wealth, but let's face it: you know that passing on wealth requires much more than asset distribution.

At Spahn Financial, we guide you and your family on the path to prosperity.

We help you plan for your future with a keen focus on your goals and generational impact. Through strategic investing and comprehensive financial planning, we guide your path to financial freedom.

30 + Years in Business

Our team has been helping families plan for a life of prosperity for more than three decades. You can trust that we will be by your side for generations to come.

700 + Families Served in 34 States

We have helped families and businesses across the country protect, grow, and preserve their wealth through our sophisticated offering of investment and risk management solutions.

1.3 Billion Assets Under Advisement

Our sophisticated clientele can feel confident that we have the experience necessary to manage their investments and guide their paths to true prosperity.

As of 6/11/24, Assets are under management of Northwestern Mutual Wealth Management Company. Figure refers to assets managed by NMWMC being serviced by NMWMC representatives associated with Spahn Financial.

We're Top-Ranked - Congratulations to Kevin Spahn on his recent recognition

Spahn Financial In the News

Spahn Financial is proud that Kevin Spahn has been recognized by Barron’s, Forbes, and Financial Times, as one of the top financial planning firms in the nation.

Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024, 2023), based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon data as of December 31st of the prior year. The Financial Times “400 Top Retirement Advisers” list, (October 2020, October 2019, September 2018, September 2017), based upon data as of December 31st of the preceding year.   Listing was produced annually by the Financial Times. 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. 

Spahn Financial and the Path to Prosperity

Fortune, Entrepreneur, and Bloomberg Businessweek

Our approach to prosperity was recently featured in Fortune, Entrepreneur, and Bloomberg Businessweek magazines. President Kevin Spahn and Vice President Tim Funke share more about how we help affluent families with both wealth-building and legacy-planning from day one.

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Private Client Group: sophisticated wealth solutions

Spahn Financial is a founding member of Northwestern Mutual’s Private Client Group. This provides you with exclusive access to elite solutions, products, and planning experts to help maximize your tax benefits. Our comprehensive approach to private wealth management can help you and your family enjoy your wealth today, and for generations to come.

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Comprehensive wealth management founded on generosity, prosperity, and values-based generational affluence.

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