- Is my portfolio strategy tailored to my individual needs?
- Am I ready for the unexpected?
- Do I feel confident that I am going to be able to retire on my terms?
- What have I overlooked? Am I missing opportunities?
- Who is the best financial advisor for me?

Congratulations, you’re already taking a step in the right direction. These are just a few of the many questions that we help answer for our clients. Your situation is unique to you – let us help build a personalized solution with you.

In order to best serve my clients, I have enhanced my knowledge in the areas I feel are the most beneficial for the various aspects of my clients’ financial lives. To do this I have earned the CFP®, CRPS® and AAMS® professional designations.

Using an established process, I will work with you one-on-one in order to create your individualized strategy, which is monitored and adjusted, to keep you on track throughout your lifetime.

Jason Buehrle, CFP® CRPS® AAMS®




ABOUT ME

I grew up in the beautiful bluff area of La Crosse, WI. I earned a degree in business administration at Viterbo, a small liberal arts university, known for its emphasis on the philosophy of servant leadership. Along with my three children, Emma, Serenity and Aksel, I live on the far west side of Madison.

I enjoy spending time with family, traveling, outdoor activities and the occasional round of golf. I started flying at the age of 15, and have a lifelong passion to some day own, or build, my own airplane.

Being active in the community is also something that I am passionate about. In the spirit of servant leadership, I serve as board president for the Safe Harbor Child Advocacy Center, a local non-profit that reduces trauma and promotes healing for children and adults with intellectual disabilities who are victims of or witnesses to crime. You may also find me volunteering on Sunday mornings at the Blackhawk Church.

My Personal Interests

  • Traveling
  • Volunteering
  • Scuba Diving
  • Aviation

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

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