Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

CMPD Wealth Advisory and Tax is an integrated financial services firm dedicated to helping clients build, protect, and grow wealth through coordinated strategies. With offices in Madison, Brookfield, and Waunakee - and plans for continued growth - we serve individuals and businesses across Wisconsin and remotely nation-wide. Our approach is simple: clarity through integration. By bringing wealth management, tax strategy, accounting, and M&A readiness together under one roof, we deliver planning-first guidance that simplifies complexity and supports long-term goals. Founded by Joel Yaeger and strengthened by a team of experienced professionals, CMPD is committed to proactive communication, innovative strategies, and building lasting relationships grounded in trust.