"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


2017-05-24 09:54:41

Last Wednesday’s blog highlighted the rarity of stock market record highs. That very same day the U.S. financial markets turned in their biggest drop of the year. No, we do not have prognosticative abilities. But we like it when the market helps prove our point.

In our view, last week Wednesday’s drop was a bull market jungle test.


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Record Highs

2017-05-18 06:34:50

Over the last 8 trading days, the S&P 500 Index has reached 4 new record highs. That is fairly rarified air.

Since January 1, 1951, there have only been 1,161 trading days on which the S&P 500 reached a record high. That is less than 7% of all trading days.

This means that an undiversified portfolio holding only U.S. large cap stocks would be worth less than its peak value 93% of the time. Not very uplifting is it?


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