"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

Thrilled

2017-02-16 07:29:50

We developed our Investment Emotion Cycle® (below) many years ago to help our clients acknowledge the wide range of emotions that they experience when investing.

What time are you today?

 

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Fog

2017-02-07 04:09:02

Warm weather in winter typically brings foggy mornings and cloudy days. The warmer air passing over cold ground causes water molecules that previously evaporated to condense.

The dew point is the temperature at which the air is 100% saturated. If air cools below this temperature fog will develop. Markets sometimes operate under the same general principle.

As markets continue to rise, more and more money is absorbed into them like evaporating water molecules.

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Investors Advisory Group, LLC  BBB Business Review

©2017 Investors Advisory Group, LLC

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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