Bio Tony Drake, CFP, Investment Advisor Representative

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Tony Drake, CFP®, Investment Advisor Representative

Founder & CEO, Drake & Associates

Phone: 414.409.7226
E-mail: tony.drake@drakeandassociates.net
Website: https://wealthwisconsin.com
Facebook: https://www.facebook.com/Drakeandassociates
LinkedIn: https://www.linkedin.com/in/tony-drake-cfp/

Tony Drake is a CERTIFIED FINANCIAL PLANNER™and the founder and CEO of Drake & Associates in Waukesha, Wis. Tony is an Investment Adviser Representative and has helped clients prepare for retirement for more than a decade. He specializes in asset preservation, retirement planning and tax strategies. Tony hosts The Retirement Ready Show on WTMJ Radio each week and is featured regularly on TV stations in Milwaukee. Tony has been quoted in several national publications, including Forbes, The Wall Street Journal, USA Today, US News & World Report and Buzzfeed.

Tony is passionate about building strong relationships with his clients so he can help them build a strong plan for their retirement. He trains and mentors other advisers around the country, conducts educational seminars and regularly speaks at national conferences, including a recent talk at the NASDAQ exchange.

Latest Features

Building Wealth
April 2020

Spending Your Stimulus Check? Pay Yourself First

Stimulus checks are hitting bank accounts, and many people already have plans for their money. But before you start spending, first take a closer look at your savings.

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Building Wealth
March 2020

Coronavirus and Your Retirement Savings: Answering Important Questions

There's a lot going on, and investors and retirement savers could use all the guidance they can get.

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Building Wealth
February 2020

How to Leave a Legacy After the SECURE Act

With the death of "stretch IRAs" comes a new era of estate planning. Many people's plans need some serious tweaks.

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Building Wealth
January 2020

Avoid These 4 Mistakes That Often Derail Retirement Plans

You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.

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Building Wealth
December 2019

Reach Your Money Goals in 2020 with a Financial Bucket List

To get started, here are four must-do items to add to your list before you retire.

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Building Wealth
November 2019

Strategies for Charitable Giving this Holiday Season

Four ways to support your favorite charities that fit into a smart tax-planning strategy.

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Building Wealth
September 2019

Financial Fails in Retirement Planning

We all make mistakes, but some are more common (and more costly) than others.

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Building Wealth
July 2019

Is a Target Date Fund Right for You?

Poring over investing portfolios isn't for everyone, so a target date fund can make sense. Take a look at some of these funds' pros and cons, and how you might incorporate one (or more) into your retirement plan.

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