"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

Black Monday

2017-10-18 08:45:42

Tomorrow marks the 30th anniversary of Black Monday – October 19, 1987. On that fateful day the S&P 500 Index plummeted 20% in one day, along with most stock markets around the world. Many of us can only imagine the chaos.

Lori Watt, who founded Investors Advisory Group in 1985, remembers that day like it was yesterday. She describes panicked client phone calls,

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2017-10-11 10:36:12

Last week State Farm released their 15th annual deer claim study which calculates drivers’ odds of striking a large animal with their vehicle based on insurance claims.

Wisconsin climbed from 6th place to 5th place this year for the most vehicle-deer collisions. The odds of a Wisconsin driver striking a deer in the last 12 months came in at 1 in 72 (1.4% of drivers).

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Investors Advisory Group, LLC  BBB Business Review

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