Promise | Our commitment to our clients, employees, and community:
We will meet you where you are, with unmatched personal attention, and guide you along your financial journey with honesty, expertise, and an unwavering commitment to your well-being.
EIG is a family-owned firm built on core values and grounded in the philosophy of exceptional planning and extraordinary service.
We provide a holistic financial planning experience that inspires confidence and growth to guide you through life’s seasons.
Before we advise, we listen. We meet you where you are. Collaboration and communication are key in our approach.
Tune in as Karen Ellenbecker and EIG Wealth Advisors share their unique financial perspective while interviewing local and global economists, attorneys, book authors, tax professionals and other interesting guests.
Milwaukee's Philanthropic Community
Presented by Ellenbecker Investment Group, Jill Economou hosts this unique show to highlight non-profit organizations and help listeners understand how they can have a personal impact in our community.
Join us for clarity on Social Security topics that can often seem overwhelming. Learn how your benefit is determined, tips on when to start receiving benefits, how Medicare is connected, plus details on spousal benefits and survivor benefits. This session is open to the public so bring your spouse, family or a neighbor who is planning for this stage of life.
Curious about the newest tax credits for homeowners? We’re joined by Kevin Kane from Green Homeowners United who breaks down the Energy Efficient Home Improvement Credit (EEHIC) and where homeowners can make small changes for a large impact. Discover which areas of the home are the most important for saving energy on your utility bills, keeping out the cold, and how to get a good return on investment for your home improvements!
Before we advise, we listen®
Advisors who inspire confidence®
You deserve EIG®