Locally owned and independently operated, Business & Estate Advisers of Wisconsin, Inc. provides customized financial and business planning strategies designed around your goals, your priorities, and your future.
A Legacy of Personalized Planning Since 1968
Business & Estate Advisers of Wisconsin, Inc. is a client-centered financial planning firm with a rich history dating back to 1968. Our mission is to provide professional, customized financial and business planning strategies that help individuals, families, and business owners move toward their goals with confidence.
Because life often includes unexpected turns, we work to provide knowledgeable guidance and build plans tailored to each client’s unique financial path. As an independent firm, we are not tied to any one company, product, or provider, allowing us to bring together the right resources with objectivity and personal service.
1968
Later Years
2003
2004
2020
Business and Estate Advisers was founded by E. Dennis Zahrbock, with its roots in Minnesota.
When E. Dennis moved to Silver Lake in Cumberland, he brought the business with him, continuing its legacy in Wisconsin.
The Rice Lake office was established.
Stef Fiedler joined the company and began building her experience alongside industry-leading mentors.
Stef became owner and president, carrying the company forward with a strong service mindset and commitment to warm, quality client care.
Independent by Design
As an independent firm, we are not tied to any one company, product, or provider, allowing us to evaluate a range of resources with objectivity and personal service.
What Sets Us Apart
Personal Service
We combine experience, professionalism, and a warm, welcoming approach to create a client experience centered on trust and long-term relationships.
Customized Planning
We believe financial and business planning should never be one-size-fits-all. Every recommendation is built around individual goals, priorities, and circumstances.
Trusted Resources
Through our independent relationships with several industry-leading providers, we have access to top-tier resources across the profession.
Rooted in Community
Business & Estate Advisers of WI places strong emphasis on being involved in the communities it serves. Our team members actively serve on local boards and committees, helping fundraise, guide initiatives, and support organizations making a meaningful difference.
Stef Fiedler
Actively involved with the Boys & Girls Club of Barron County, serving as Secretary and on multiple committees. She is also involved with the Rice Lake Aquatics and Recreation Center and Hunt Hill.
Chad Peterson
Involved with the Rice Lake Area Scholarship Foundation. Secretary of the Rice Lake Career Scholarship Foundation under Community Involvement.
Eric Pelle
Actively involved with Kiwanis and Bethany Lutheran Church.
Across Generations
Trusted
of Families &
Businesses Served
100s
Years Serving Clients
50+
of Planning Conversations
Thousands
