New Berlin, WI Office
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Alongside, LLC
Team
Firm-wide stats for Alongside, LLC
About
Alongside, LLC is an SEC‑registered advisory firm managing approximately $878.6 million for about 2,103 client relationships through a 16‑advisor team. The firm offers financial planning, discretionary and non‑discretionary investment management, retirement‑plan consulting, and fractional family office services (provided through an affiliated entity).
The firm’s investment process centers on diversified, long‑term asset allocation informed by a derivative of Modern Portfolio Theory and a mix of fundamental, cyclical, technical and behavioral analysis. Alongside uses proprietary and third‑party model portfolios delivered via Orion and Black Diamond, selects third‑party managers when appropriate, and implements tactical rebalancing and, in some cases, leverage, options and other instruments consistent with client objectives.
What distinguishes Alongside from many peers are its formal affiliations and economic relationships with other advisers and service providers, including an outsourced CIO arrangement with Opal Capital LLC and affiliated advisory entities (e.g., 49 Financial/49 Wealth Management and 818 Family Office), as well as advisory professionals who are registered representatives of a broker‑dealer. Those affiliations underpin its fractional family office offering (with a $10 million net‑worth/$5 million liquid minimum), involve disclosed fee‑sharing and economic incentives (including loans and marketing relationships), and are called out in the brochure as potential conflicts of interest for clients to consider.
Based on Alongside, LLC
Location
15350 W National Ave, Ste 214
New Berlin WI 53151
Advisors at this office
4
Advisors at this office
Brandon B
Series 65
New Berlin, WI
Alongside, LLC
Brandon Boyer is a financial advisor at Alongside, LLC based in New Berlin, WI. He holds a Series 65 designation and has recent experience at Keil Financial Partners. Prior to entering the financial industry, he worked in education and retail. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm uses a disciplined, model-based investment approach with oversight of third-party managers and offers fractional family-office services.
Jeremy K
CFP®, CFA®, ChFC®, Series 66
New Berlin, WI
Alongside, LLC
Jeremy Keil is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Alongside, LLC, having previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of his advisory role, Keil contributes as a member of the Missional Finance Team at Lakepoint Church, serves on the City of Muskego Board of Review, and writes bi-monthly articles for Kiplinger Adviser Intel. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, using model portfolios and third-party managers while maintaining oversight of manager alignment with client objectives.
John K
CFP®, Series 66
New Berlin, WI
Alongside, LLC
John Kurcz is a CFP® professional with nine years of industry experience. He is currently with Alongside, LLC and previously worked at Thrivent Advisor Network, Thrivent Financial, Cabot Lodge Securities, and Premier Legacy Wealth Management. He is also active as an insurance agent through Keli Financial Partners. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers fractional family-office services and emphasizes disciplined, long-term diversified asset allocation using model portfolios and third-party manager oversight.
Evan S
Series 63, Series 65
New Berlin, WI
Alongside, LLC
Evan Salentine is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Alongside, he worked at Keil Financial Partners, Thrivent Advisor Network, and Goldman Sachs. Outside of finance, Salentine owns Salentine's ACT Prep, an ACT tutoring business he has operated since 2018, and is part-owner of a commercial condo development project. Alongside, LLC is an SEC-registered advisory firm serving over 2,100 client relationships with a team of 16 advisors. The firm offers comprehensive financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on Modern Portfolio Theory and multiple analytical methods.
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