Wilke Wealth, Female financial advisor, fee based planning, wealth manager, physicians, physician financial planning

Our Approach to Wealth Management

Melinda Wilke, CFP® is a nationally recognized female financial advisor for physicians, surgeons, and executives, and the founder of Wilke Wealth & Investment Planning — an all-women, boutique financial planning firm in Franklin, Wisconsin.

With 23+ years of experience in fee-based planning, Melinda helps high-performing professionals navigate everything from practice transitions and retirement income planning to tax efficiency and multi-generational wealth strategies.

She has been honored by Forbes as a Top Financial Security Professional, recognized as a Notable Woman in Wealth Management by BizTimes, and featured in Vogue.

Biz Times Notable Women in Wealth Management, 2025, This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team. To qualify for the list, nominees must be based in southeast Wisconsin. They must be currently serving in a senior level role at their firm, must hold a leadership position in their industry outside of their own organization, have made a significant contribution to advancing workplace equality at their own workplace or beyond, and act as a role model or mentor. No compensation paid to be eligible.  Rankings and ratings are no guarantee of future success.

Melinda and her team work with clients locally and nationwide, providing expert, values-based planning to help clients retire on their terms.

Watch our video to learn more about how we help our clients execute on their goals and dreams.

 

Melinda Wilke, CERTIFIED FINANCIAL PLANNER™ Professional, WMCP®, RICP®, CLU®, ChFC® and her team have built a national practice across several industries helping physicians, medical professionals, business owners and executives, and their families execute on their goals and dreams. We help clients build a holistic roadmap for safety, growth, and peace of mind in retirement.

 

Specialized Focus on Physicians, Medical Professionals, and Business Owners & Executives

Our team helps physicians, medical professionals, and business owners & executives think through ideas and strategies unique to them:

  • Managing school debt
  • High income tax-efficient strategies
  • Overcoming shorter time horizon to save for retirement after finishing training
  • Investment planning & advisory services
  • Other services include: estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth managemen

Forbes Names Melinda Wilke of Wilke Wealth & Investment Planning to Best-In-State List

Melinda Wilke of Wilke Wealth & Investment Planning has been named on Forbes and Shook Research's Best-In-State Top Financial Security Professionals. Mindy is ranked #5 in Wisconsin on the 2024 list.

Forbes Top Financial Security Professionals Best in State List (July 2024).  Research and ranking provided by SHOOK Research.  Based upon data as of 12/31/2023. Northwestern Mutual & 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. 
Forbes Best-In-State

Women's Choice Award

Melinda Wilke was awarded the Women's Choice Award for Financial Advisors by WomenCertified Inc for the third year in row. 

The 2024 Women’s Choice Award Financial Advisor Program from WomenCertified Inc is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and background check. Financial advisors do not pay a fee to qualify for the program, but do pay for additional marketing collateral. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by Women Certified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success. Data provided as of December 2023.

Women's Choice Award 2022-2024

Awards & Recognition

 

* Forbes Top Financial Security Professionals Best in State 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. 

2024 Team

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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