Simplicity Financial LLC is a fee-only, fiduciary financial advisory firm in Milwaukee, WI. We help physicians make financial decisions from the end of residency or fellowship through their early careers.
Jared Andreoli, CFP®, CSLP® (Certified Student Loan Planner), founded the firm in 2017. Our clients often face six-figure student loans, retirement plan choices, and a first home within a few years, with little time to sort through them.
Our comprehensive financial planning clients also receive annual tax preparation and filing. We walk through each return together and look for tax planning opportunities tied to student loan repayment and retirement contributions.
We work with many physicians at the Medical College of Wisconsin and Aurora Health Care,helping them evaluate their benefits and retirement plans. Clients pay us directly, and we don't earn commissions on investment or insurance products. Comprehensive financial planning fees start at $6,300 per year and increase with household
income and invested assets.
Based in Milwaukee, we meet with physicians throughout Wisconsin, northern Illinois, and beyond, in person or virtually.
If you’re finishing training or a few years into practice, we’d welcome a conversation about your
financial questions.
Minimum Fee – $6,000/year
Income Tiers
$500,000 – $1,200/year
1MM+ – $3,600/year
Invested Assets Tiers
$500,000 – $1,200/year
1MM – $3,000/year
$3MM – $6,000/year
$5MM – $10,000/year