Nick | Partner-Financial Planner | Forward Financial Group

Nick Buerger

Partner-Financial Planner
nbuerger@forwardfg.com
262-444-5401

E-mail: nbuerger@forwardfg.com
Phone: 262-444-5401
Cell Phone: 414-801-0988
Fax: 262-444-5402

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I am a Partner-Financial Planner with Forward Financial Group. I work closely with clients to set goals, analyze risk, and create a personalized financial plan that will address their goals, needs, and risk tolerance. I believe in empowerment through education and guide clients through important financial decisions that must be made during various stages of life. As an active listener, I focus on building trusting relationships, ensuring all client questions are answered with integrity and intent.

I grew up in West Allis, WI and received my Bachelors and Masters degrees from Cardinal Stritch University. With a passion for helping others achieve their personal and family goals, I spent several years working in the recreation, programming and real estate industries . During this time, I continued to see the financial stress of families rise and I was encouraged to be a part of changing that narrative. I ultimately decided to take my passion for helping others to the financial industry, where I could best utilize my coaching and financial planning skills.

I believe the choices we make now are vital for future success. Our financial situation does not have to keep us awake at night. With an appropriate plan, we can gain confidence and relieve some of the stresses that weigh us down and prevent us from living a life full of joy.

In my free time I enjoy spending time with my wife Amber, son Gage, three daughters Merritt, Paisley, and Violet, and two dogs Luna and Cabo. We love hiking, biking, kayaking, camping, traveling, and spending time with family and friends. I am also an avid Wisconsin sports fan.

Client Testimonials

“Working with Nick has been awesome! He truly cares about our family and our financial future. Nick is very knowledgeable and always up to date about what is happening in our financial world. We always look forward to our meetings with Nick. He is there to do whatever it takes to move us forward. He is the best cheerleader! Thank you Nick!” – Tracy G.

This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Nick and the team at Forward Financial have been wonderful to work with over the last few years. Finding the right financial advisor was intimidating, but from our first meeting with Nick, we knew we were in good hands. Jana and the team are quick to respond to questions and requests, and Nick has done a great job of explaining different options to us to help us reach our family's goals. We appreciate all that they do and would recommend them to anyone looking.” – Anastasia W.

This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“We have found an absolute gem of a financial planning company. It is so refreshing to work with a company that truly listens to your concerns and aspirations. Nick Buerger, our planner, has been patient and has listened and coached us along the way to our goal of retirement and beyond. We are blessed to have Forward Financial Group and Nick as part our "family” – Carl W.

This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.