"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

What's New

Rubber, Meet Road

2017-01-18 08:56:33

Over the last 6 years Congress and the President have enacted relatively few laws. They have done enough to keep the lights and heat on, but there have been very few headline-grabbing new laws.

Some would say this is a blessing. Others could argue it is dysfunctional. Maybe it is a combination of both.

That six-year lull likely ends starting on Friday, January 20.

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Self-fulfilling Prophecy

2017-01-11 02:09:19

It has been a fascinating start to the year thus far. One that causes us to think a self-fulfilling prophecy could potentially be in the works for 2017.

Financial markets are moved by fear and greed in doses that ebb and flow over time. There has been a lot of optimism built into the markets since November.

Our clients are feeling that optimism. How do we know?

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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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