N27 W23953 Paul Rd, Suite 105, Pewaukee WI 53072
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About Us
At FiduciaOne, we believe wealth is more than numbers—it’s the foundation for a fulfilling life.
As your trusted financial advisor, investment strategist, and tax planner, we go beyond traditional advice. Our approach integrates smart proactive tax strategies, disciplined investing, and holistic financial planning so your money is optimized and aligns with your values and goals. Because true wealth is about freedom, confidence, and the ability to live meaningfully.
With FiduciaOne, your money works hard and efficiently—for you, your family, and your future.
We are a fiduciary team focused on guiding and empowering clients to achieve fulfilled and balanced lives through every stage of their journey. Our lifelong, adaptable financial guidance evolves with you and the world around you, fostering security, growth, harmony, and achievement. We provide a comprehensive, integrated suite of financial services designed to meet the unique needs of the small business owner, professional individuals and families committed to continuous betterment. Our collaborative, client-centric team operates with integrity to create a meaningful impact—not only for our clients but also for our employees and community—helping everyone reach their fullest potential.
📞 Contact us today to start transforming your finances into a source of efficiency and lasting fulfillment. Whether you want to minimize taxes, grow your investments, or create a clear financial plan, we’re here to guide you—one smart decision at a time.
MEET YOUR ADVISOR
Jennifer Hipkiss CFP®, EA, MSFP
Jennifer has a passion for serving clients and helping each person achieve life goals and financial security through my work. She guides clients through the many changes, challenges and phases faced in life with financial planning and motivational coaching techniques. She has over 20 years of experience in the industry with a strong emphasis in tax planning.
- MS in Financial Planning - Golden Gate University, San Francisco, CA
- BA in Economics - California State University, Sonoma, CA
- Certified Financial Planner™ since 2004
- Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service since 2019
Jennifer is a fee-based fiduciary advisor serving clients locally and across the country with an in-person office location in Pewaukee, Wisconsin. For our clients that live outside our immediate area, we are able to meet virtually to serve you.
Why is a Fiduciary Advisor important?
Being an independent fiduciary means we are free to associate with any custodian we desire, free of quotas and pressure to sell. Instead, we act as your guide through the many financial decisions you face.
Because we do not offer any proprietary products, we are free to recommend a vast array of solutions that support your needs. We are affiliated with Charles Schwab as an Independent Registered Advisor, which provides us with access to comprehensive financial research and the ability to provide objective financial guidance and cutting-edge technology to our clients.
Professional Financial Advisors and Fiduciary Financial Advice
what is an enrolled agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards.
Like a CPA or tax attorney, an Enrolled Agent (EA) is a designation that shows education, competency testing and experience in areas of taxation. Unlike a CPA, an Enrolled Agent is focused solely on taxation, rather than accounting and bookkeeping services. Individuals who obtain the Enrolled Agent status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Verify the status of your Enrolled Agent here.
WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)?
Financial planners who earn a CFP certification must demonstrate proficiency in risk management, investment, tax, retirement, income and estate planning.
This means that they can work with clients to provide comprehensive services across a broad spectrum of financial planning concerns.
The CFP designation works to compliment the EA designation in that most of the financial transactions one makes in their life has a tax consequence to it. Both designations work to create a comprehensive plan that is tax-efficient and able to maximize the money for each client's success.
Verify the status of your Certified Financial Planner here.