Advisors Who Inspire Confidence®
At Ellenbecker Investment Group our passion and goal is to inspire individuals to plan and create a financial legacy for their family. We are dedicated to connecting generations through core values and family culture.
Ellenbecker Investment Group is a three-time Torch Award recipient of The Wisconsin BBB Torch Awards for Ethics and Integrity.
We are proud to be honored by Investment News as one of the 75 Best Places to Work for Financial Advisers nationwide.
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Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life’s transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.
Ellenbecker Investment Group creates an environment suited to women clients and the people who love them. We have specialists on staff who can address any issue as it relates to women specifically (divorce, same-gender relationships, widowhood, single and generational planning). We are a women-owned financial firm dedicated to helping women feel empowered and educated to make the best decisions for their personal financial plan.
We look forward to meeting you in person. To schedule a complimentary consultation please contact us.
Founder & Senior Wealth Advisor/TEDx Speaker
President & Senior Wealth Advisor
Senior Wealth Advisor
Director of Client Experience & Wealth Advisor
Client Operations Coordinator & Investment Operations Associate