Ellenbecker Investment Group

Ellenbecker Investment Group is a financial services and banking startup that has been empowering individuals to achieve holistic wealth since 1996. The company's approach revolves around the belief that true wealth is derived from a comprehensive understanding of the financial, personal, and social dimensions of an individual's life. By integrating these aspects, they aim to provide a personalized plan that encompasses all aspects of an individual's financial situation. The company's emphasis on a whole-person approach is underscored by their commitment to understanding the personal values and transitions of their clients. This personalized approach is further complemented by the application of financial best practices to evaluate the effectiveness of existing investments and develop a comprehensive strategy. Ellenbecker Investment Group also prioritizes ongoing engagement through regular meetings and individualized attention, ensuring that clients are fully involved and familiar with the trajectory of their financial plan. This commitment is reinforced by their advisory services that prioritize the client's financial confidence and knowledge. In addition to its comprehensive approach, the company is committed to transparency and integration, aiming to align all aspects of the client's financial and investment disciplines into a cohesive strategy. Although the company does not provide tax or legal advice, its focus on diversification and asset allocation aims to mitigate risks and promote positive results for its clients. Overall, Ellenbecker Investment Group offers a comprehensive and integrated approach to wealth management, prioritizing the individual needs and values of its clients while fostering financial confidence and knowledge.