Patricia J. Filbrandt


Financial Advisor / Managing Director / Member Owner

“Always leave it better than you found it.” This is an essential attribute of planning. I find that my thirst to learn increases as I get older and realize each day how much I don’t know. I live to learn each day.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562

Patricia has been involved in the financial services industry since 1980 and is part of Savant’s University Wealth Management team. She is a founder-owner of Filbrandt & Company, which transformed into Filbrandt Investment Advisers, and then to Filbrandt Wealth Management which joined with Savant in 2021.

Patricia attended the University of Wisconsin. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® (CLU®), and a Chartered Financial Consultant® (ChFC®).

Patricia is involved with several non-profit organizations. She enjoys hiking, biking, and traveling with family and friends, next door or worldwide.

Education &

  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.