Ellenbecker Investment Group, Inc.

Ellenbecker Investment Group, Inc. Exceptional Planning, Extraordinary Service.® We believe a whole-person approach is the best way to find that kind of true wealth.

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we wil

l involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you. DISCLOSURE:
Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.

Connections happen when people come together with a purpose. Through Wisconsin Widows Connected, Women's Bible Study, an...
09/09/2026

Connections happen when people come together with a purpose.

Through Wisconsin Widows Connected, Women's Bible Study, and Men's Bible Study, EIG offers opportunities to build lasting relationships, share experiences, and support one another.

Join a session this autumn: bit.ly/eigevents

09/08/2026

We live in a swipe-now world. Between social media influencers, targeted ads, flash sales, and one-click purchases, it’s easier than ever to spend without stopping to think.

On this week’s Money Sense, Amy Bremmer, CFP® and Tammy Niemann, ChFC® explore the growing de-influencing movement and the impact consumer habits can have on your finances, retirement goals, mental health, and even the environment.

In this episode, you'll learn:
✔️ Strategies to curb impulse spending
✔️ How mindful consumption can support long-term financial goals
✔️ The connection between clutter and stress
✔️ Why "buy now" culture may be costing more than you realize

Watch the full episode: https://bit.ly/4xhTkQh

09/08/2026

What will you retire to?

Find your retirement inspiration at tomorrow's panel discussion covering:
✔ Transition to retirement
✔ Financial preparation
✔ Lifestyle and leisure
✔ Unexpected challenges

➡Register: bit.ly/4y4SffA

Happy Labor Day! Today, we honor the hard work, passion, and dedication that drive our communities forward. Wishing you ...
09/07/2026

Happy Labor Day! Today, we honor the hard work, passion, and dedication that drive our communities forward. Wishing you a safe and relaxing holiday.

Expand your roots on September 15th at our in-person seminar. Presenters Courtney Witthuhn, CFP® and Justin Bertzyk, CFP...
09/04/2026

Expand your roots on September 15th at our in-person seminar. Presenters Courtney Witthuhn, CFP® and Justin Bertzyk, CFP® dive deeper into essential money habits to help make informed decisions at every stage of life.

👉 Register: bit.ly/seminarMHM26

A powerful and eye-opening conversation on the realities of human trafficking in Wisconsin.This week on Milwaukee's Phil...
09/03/2026

A powerful and eye-opening conversation on the realities of human trafficking in Wisconsin.

This week on Milwaukee's Philanthropic Community, Krista Hull of Redeem and Restore shares her personal journey and how her organization helps women heal from trauma, rebuild their lives, and rediscover hope.

Watch the episode here: https://bit.ly/3Ut2z2A

09/02/2026

In September, we're highlighting , a value that is woven into the fabric of EIG.

At EIG, service goes beyond exceptional financial planning. It is building relationships, supporting local organizations, volunteering our time, and finding ways to make our community stronger. We're grateful for the opportunity to serve others and create a positive impact together.

09/01/2026

Successful businesses aren't built on hard work alone. They require clear goals, sound financial decision-making, trusted partnerships, and the ability to focus on what matters most.

In this episode of Money Sense, Heather Deaton welcomes Cheryl McMurtry of McMurtry Financial Services for a conversation about knowing your numbers, creating sustainable growth, building a strong team, and protecting your most valuable asset: yourself.

Watch today: https://bit.ly/4gMQnRH

How do you transition from full-time career to full-time retirement?Join us Sept. 9th to hear a panel of retirees offer ...
08/31/2026

How do you transition from full-time career to full-time retirement?

Join us Sept. 9th to hear a panel of retirees offer perspectives, successes, and challenges of their unique retirement journey. ➡Register here: https://bit.ly/4y4SffA

What does it truly mean to belong?This week on Milwaukee's Philanthropic Community, host Jill Economou sits down with Ke...
08/27/2026

What does it truly mean to belong?

This week on Milwaukee's Philanthropic Community, host Jill Economou sits down with Kelly Lemens, founder of A Place To Be Spirituality Center, a nonprofit creating welcoming spaces where people can connect, grow, and simply be themselves.

From art nights and drumming circles to meaningful conversations and lasting friendships, Kelly shares how authentic community can help combat isolation and foster a deeper sense of purpose and connection.

Watch the full episode here: https://bit.ly/4gHbm8G

Address

N21 W23350 Ridgeview Parkway
Waukesha, WI
53188

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

(262) 691-3200

Website

Alerts

Be the first to know and let us send you an email when Ellenbecker Investment Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ellenbecker Investment Group, Inc.:

Shortcuts

Share

Category