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.
The Wisconsin Widows Connected holiday dinner will be hosted at Parkside 23 in place of the regular meeting in December. Seating is limited - register to save your seat! Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. We meet the third Wednesday of every month.
As an EIG Tax client, you can share tax documents through the Intuit Tax Portal – let us show you how! This tax client workshop covers establishing your online account, sending your tax documents, mobile check scanning, signing your return electronically and paying for your tax filing. Join us and feel confident for tax season!
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.
Before we advise, we listen®
Advisors who inspire confidence®
You deserve EIG®