"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

What are you looking for in a financial partner?

  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee

Why consider Investors Advisory Group?

At Investors Advisory Group (IAG), we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA's BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team's goal is to help you achieve your goals.”

Susan Kuhlenbeck, VP, Co-Owner

The AdvisoryHQ Top Rated Financial Advisory Firm award is based on a wide range of filters including total assets under management (AUM), firm size/quality, the amount of revenue generated by an advisory firm, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

What's New

Indecisive

2017-04-27 03:23:46

Big decisions are tough to make. Some folks make a list of the all the advantages and disadvantages and ponder them for days before reaching a decision. Others do a little research and then go with their gut feeling. Still others completely avoid making big decisions because of the angst it causes.

Right now it seems like traders are employing all three of these strategies in determining whether stocks should be bought, sold, or just held

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Change Your Future

2017-04-19 09:29:43

Yesterday was it. You either had to have your 2016 income taxes prepared or file an extension to buy more time from the IRS.

Today is day 109 of 2017. That means 30% of your 2017 tax return is already written.

Are there any changes you should be making now to rewrite the rest of your 2017 tax return based on your 2016 tax results?

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Investors Advisory Group, LLC  BBB Business Review

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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