About Us

Financial consulting firm located in Waukesha, Wisconsin.

We are a financial consulting firm located in Waukesha, Wisconsin. Phoenix Financial Advisors was founded by David Kircher in July 2016.

Services Provided For:

  • Private or Family Owned Businesses: Inc.’s, Sub-S’s, LLC’s, Partnerships & Sole Proprietors
  • Business Coaching and Strategic Planning Assistance
  • Start-Ups, 2nd and 3rd Stage Business Expansions and Acquisitions

Who Do We Serve?

  • Business Owners
  • Bankers and Their Clients
  • Clients Who Need 2nd Stage Assistance in Developing Their Plan and Pitch to Obtain Initial or Growth Capital
  • For Profit and Non-Profit Organizations