"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

Behind the Scenes

2017-08-15 03:26:09

We find ourselves in the middle of August in Wisconsin, watching summer quickly fade to fall. Farmers are harvesting their crops, kids prepare to begin school, and the rest of us try to make the most of the remaining warm days.

I’ve lived here my whole life and yet it’s still hard not to get depressed about the changing of the seasons. There is one thing, though, that keeps my spirits high – the beginning of the Packer football season.

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State Fair

2017-08-08 03:47:38

This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer

The Wisconsin State Fair wraps up its 2017 run on Sunday, August 13.

This is the 161st State Fair since its inception in 1851, and it has been held every year since then except for five years -- 1861, 1862, 1863, 1893, and 1945.

What is your favorite part of going to the State Fair?


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