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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 advancement. Through strategic investing and comprehensive financial planning based on our decades of experience, you can feel secure knowing you have the right team on your side.

30 Years in the 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

We are honored to have helped hundreds of families with generational wealth management. Just like each family is unique, each plan is equally as dynamic for their particular situation.

$1.16B in Assets Under Management

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 12/22/23, 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.

Spahn Financial and the Path to Prosperity

Spahn Financial In the News

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

Forbes

Founder and President Kevin Spahn has been recognized as a Forbes 2023 Best-in-State Wealth Advisor and America's Top 100 Financial Security Professionals. You can read more about this recognition below.

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Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

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

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