"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

Values

2017-12-13 10:03:37

One of the most frequent questions we are getting from clients right now is regarding the value of the stock market. Are these lofty values justified? When will the value decline? What is the real value?

I am going to go out on a limb here and emphatically state that our country is vastly undervalued right now, just perhaps not in the financial markets.

 

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Shorts

2017-12-06 09:53:38

Monday evening it was 62 degrees at 5:00 pm when I was driving home. Tuesday morning it was 31 degrees at 6:00 am when I headed out for the office.

Now that it is December, I guess summer is over and it is time put away the shorts.

Market traders also tend to put away their shorts in December.

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Investors Advisory Group, LLC  BBB Business Review

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