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.
*New Date: Sept 20 at 10 am & 3 pm* As TD Ameritrade transitions to Schwab this fall, we're committed to providing a seamless experience for EIG clients. In this workshop, EIG clients will see all the tools that Schwab has to offer on its web interface. Receive 1:1 assistance and get your questions answered in this small group setting.
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, antiques roadshow-style! Guests are encouraged to bring one to two small items (i.e. silver, sculpture, artwork) for a non-binding, verbal appraisal by Tim.
Before we advise, we listen®
Advisors who inspire confidence®
You deserve EIG®