About Ellenbecker Investment Group
Ellenbecker Investment Group (EIG) is a boutique-style Registered Investment Advisor (RIA) based in Wisconsin, dedicated to helping individuals and families achieve true wealth through personalized financial planning and holistic guidance. Our firm is built on a foundation of integrity, transparency, and client-first values.
As a boutique RIA, we offer white glove service—meaning every client receives tailored attention, proactive communication, and a deeply personalized experience. We believe that financial planning is not just about numbers; it’s about aligning your financial strategy with your life goals, values, and transitions.
Our Philosophy
At EIG, we believe true wealth goes beyond finances. Our philosophy centers on a whole-person approach—supporting your financial, personal, and social wellbeing through personalized guidance. We work best with long-term clients who desire a lifetime of investing – and we are committed to providing what it takes to make that happen.
Our History
EIG was founded by Karen Ellenbecker in 1996 with a clear purpose: to help individuals and families understand what truly matters to their financial wellbeing. We’ve seen how meaningful relationships create space for dreams to grow—guided by trust, care, and personalized financial insight.
Our Team
Our team combines deep financial expertise with respected industry credentials to deliver extraordinary service. Every advisor is committed to ethical standards, continued education, and personalized guidance that empowers our clients to make confident financial decisions.
EIG Charitable Foundation
The EIG Charitable Foundation supports causes that strengthen families, uplift communities, and create lasting impact. Through donations, volunteerism, and advocacy, we’re committed to making a difference where it matters most.