"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

The Rescue

2017-07-18 12:52:12

This week’s blogger is Brad Carroll, Client Service Associate, Registered Paraplanner™

The sun was beginning to set over Pewaukee Lake Sunday afternoon. I was relaxing on my friend’s boat, enjoying the scenery. The water sparkled around us with the reflection of the bright orange light. We were looking forward to one of those picture perfect sunsets.

My friend, Tanya, and I were taking in the last moments of the weekend, but knew the time had come to start the engine and head home.

She turned the key in the ignition and all that could be heard, was the engine sputtering.

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All Stars

2017-07-11 04:13:14

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

Last night Major League Baseball held its annual All Star game in Miami. The players on the two teams represented the best of the best as determined by baseball fans, players, and the Commissioner’s office.

So how many of last night’s 64 all stars were selected to the 2016 All Star Game? Only 21 (33%).

And how many of those 21 were chosen to participate in the 2015 All Star Game?

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