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