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.
In this seminar for veterans and their families, April DeValkenaere of Fortress Financial Education reviews financial scams that target veterans including veteran's benefits and investment scams. Some criminals target current veterans and their families to scam them out of their benefits such as Tricare and those associated with the PACT Act. They will also try and manipulate veterans into investment scams targeting funds in their savings and retirement accounts. Awareness is the first step, prevention and reporting are also extremely important. We will discuss all three to help protect you and your veteran benefits.
Do you have a rare treasure at home or hiding in plain sight? Collectors and family archivists alike will enjoy this seminar presented by Timothy Stenger of Stenger Bischoff, an appraisal and advisory firm for all areas of collecting. Learn what a personal property valuation entails plus show-and-tell your heirlooms, art, and antiques! Guests are encouraged to bring one to two small items (i.e. silver, sculpture, artwork) for a non-binding, verbal appraisal by Tim.
Considering selling your home? Curious about the housing market? Industry insiders share current housing marketing conditions and expectations for selling your home. They will also discuss lending best practices for retirees who plan to mortgage a home.
Before we advise, we listen®
Advisors who inspire confidence®
You deserve EIG®