Advisors Management Group

About

At Advisors Management Group, we offer financial planning, tax and accounting services, and other financial consultation services. We have offices in La Crosse, Eau Claire, and Green Bay, Wisconsin.

Story

At Advisors Management Group, we are more than a typical advisory firm. We are your strategic financial advocates-helping you with all aspects of financial decision-making and partnering with individuals and small businesses throughout the year to make sure you remain on a healthy financial path.

Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives.

Our full line of services include: Fee-Only Portfolio Management, Financial Planning, Accounting (including Payroll), Tax Preparation & Planning, Retirement Plan Solutions, Trust & Estate Services, Fee-Only Registered Investment Advisors, and Business Consultations.

At AMG, we have CFP® certified (Certified Financial Planner) consultants.

Products

Fee-Only Wealth Management, Fee-Only Financial Planning, Flat-Fee Accounting & Tax Preparation, Business Consultation, 401k/Retirement Plan Consultation, Financial Planning, Fee-Only Portfolio Management, and Trust & Estate Services.