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Uncovering the Future Beyond Your Financials

We work exclusively with university leaders, expertly managing your unique financial assets to develop a comprehensive plan that will support your next passions in life.

Start Here Why Choose Filbrandt

“It’s not how much money you make. It’s how much you keep.” - Michael J. Filbrandt, Chairman of the Board

Helping University Professionals Put All the Pieces in Place

When you partner with Filbrandt & Company, we are your advocate for all your financial planning needs. As your financial advisor, planner, and trusted resource, we work with banks, attorneys, accountants, retirement plan vendors, investment brokers, university retirement offices, and insurance agents. We are proud to ensure that your best interests are always protected.

Retirement Planning

Retirement isn’t just about having enough money — it’s about making the right decisions to prepare for the financial independence, freedom, and flexibility you want when you retire.

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Estate Planning

University faculty have unique assets that are often not covered by a will. We help you coordinate all assets to avoid probate, protect your assets, reduce taxes, and maximize the wealth transfer to heirs.

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Investment Management

We help you to reduce risk and leverage the strengths of your University Custodians. We provide an independent approach and a Unified Portfolio that is invaluable. We act in your best interest always.

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Tax Planning

Efficient tax planning is an often-overlooked tool to increase assets. We look for diversification that gives you more control over the taxes paid currently, and in retirement.

Filbrandt & Company Financial Planning Resource Center

Better than anyone, you understand the value of continuing to grow your knowledge. Peruse our library of free resources and improve your financial and estate planning literacy.

Filbrandt Reports and Ebooks

The Hidden Powers of Your Health Savings Account

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Are You Leaving Money on the Table? Supplemental Plans Can Make or Break Your Retirement Goals

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A Professor's Guide to Travel in the COVID-Era

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Market Update: What is Your Retirement Benchmark?

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University Retirees Share What They Wish They Knew Before Retirement

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Recent Articles

University Benefits eBook Available to Download Now

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TIAA to Pay Fine for Encouraging Higher-Fee Accounts

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Market Update Vlog: What is Your Retirement Benchmark?

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Filbrandt Vlog: Biden's Tax Plan, Part I

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Filbrandt Vlog: Biden's Tax Plan, Part II

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Filbrandt Vlog: Start with the End in Mind

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Letter From the Chairman: “Don’t Look Back; Something Might be Gaining on You.”

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Meeting Community Needs: Filbrandt & Company “Moves for A Good Cause”

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Contact Filbrandt & Company

If you have questions about your financial planning option, or would like to learn more about our services, please don’t hesitate to reach out!