Fiduciary Financial Advisors Serving Individuals, Families, And Businesses

More Than A Typical Financial Advisory Firm

As fiduciary advisors, we provide personalized, commission-free guidance focused solely on your goals and long-term success.

Why Clients Choose Us

Plan for the Future of Your Family or Business

Serving individuals, families, and businesses by helping them plan for their financial futures. Let us focus on your future while you focus on the here-and-now.

Explore Our Services

1,542+

Retirements Planned

$819M

Assets Under Management

Years Of Experience

An Experience Of Excellence

At Advisors Management Group, we proudly serve families and businesses nationwide from our offices in La Crosse, Eau Claire, and Green Bay, WI. As fiduciary, fee-only advisors, your best interest always comes first.

We offer a comprehensive range of services designed to simplify and strengthen your financial life:

Whether you’re planning for your family’s future or guiding your business forward, our team partners with you year-round to help you make confident financial decisions and achieve long-term peace of mind.

Schedule A Meeting

Warren Deets, a AMG fiduciary financial advisor in La Crosse, Wisconsin. smiles while helping a client with financial planning paperwork at a desk.

Three people walk down an aisle in a large Wisconsin warehouse, reflecting business consulting and financial advisory services.

A smiling older couple in Wisconsin reviews tax planning documents together at home with help from fiduciary financial advisors.

A smiling woman in glasses presents tax planning strategies at a podium with a laptop for Advisors Management Group in Wisconsin.

Meet Our Fiduciary Team

Rebecca Agamaite, MBA

Investment Advisor Representative

Shay Benedict

Director of Trading, Investment Advisor Representative

Jenna Deets, CFP®, MBA

Executive Vice President, Chief Compliance Officer & Investment Advisor Representative

Julie Deets

Chief Financial Officer & Investment Advisor Representative

Nathan Deets, CFP®

Investment Advisor Representative & Tax Preparer

Roger Deets

Chief Executive Officer, Investment Advisor Representative & Portfolio Strategist

Warren Deets

Chief Operating Officer, Chief Investment Officer & Investment Advisor Representative

Maxwell Harcey

Investment Advisor Representative

Nick Letter

Investment Advisor Representative & Tax Preparer

Kate Pederson

Financial Planning Manager, Investment Advisor Representative & Tax Preparer

Luke Spink

Investment Advisor Representative & Tax Preparer

Ashley Vega

Investment Advisor Representative & Tax Preparer

Our experienced and dedicated team of Fiduciaries are committed to serving individuals and small businesses in all areas of financial decision-making.

Meet The AMG Team

Career Opportunities

Frequently Asked Questions

What Is A Fiduciary?

A fiduciary is a standard in the financial advisory world. They are a professional who manages property or money for their clients and has a legal duty to act only in their clients’ best interests. It refers to putting clients first, even at the loss of the advisory group. This is the highest standard in the financial world, but not all companies can meet it.

Advisors Management Group operates at the fiduciary standard, making us legally and duty-bound to maintain the client’s best interests. This is superior to the suitability standard, which does not require continuous maintenance or long-term assurance that investments will meet the client’s needs.

A Fee-Only, Fiduciary firm like AMG will only refer to itself as a Registered Investment Advisor (RIA). A Fee-Only Fiduciary advisor will only be referred to as an Investment Advisor Representatives (IAR).
What Does Fee-Only Mean?

Fee-only means that Advisors Management Group will never accept commissions or compensation of any kind based on where your money is held or which particular investments you hold. The only compensation AMG receives is directly from our clients for managing their assets on an ongoing basis, avoiding conflicts of interest. Because we are paid along the way to take care of your assets, portfolios are actively managed and adjusted to meet your specific needs and based on the current economic and market conditions. We will use due diligence to ensure that unnecessary portfolio costs are avoided.
What Is A Registered Investment Advisor (RIA)?

A registered investment advisor (RIA) is an investment advisor that is a fiduciary and is registered with either the U.S. Securities and Exchange Commission (SEC) or the state they are located in. They are held to a higher fiduciary standard than many other investment professionals as they are legally required to put their clients first.

Fee-only RIAs, only get paid by their clients. Since their clients are the only one paying them, their clients are their first priority. Therefore, the client’s interests are all they focus on when creating a client’s investment portfolio.
Does Advisors Management Group Work On Commission?

As fiduciaries, it is our legal obligation to act in your best interest at all times. We are advisors, not sales people. We do not accept commissions, so our recommendations are not based on commissions or quotas. We focus on your goals and create solutions for the best way to meet them.
What Are All Of The Services Offered By Advisors Management Group?
Advisors Management Group offers the following financial services:

Investment Advisory

Financial Planning

Business Consulting

Workplace Savings Plan Consulting

Small Business Accounting

Payroll

Tax Preparation

The only compensation AMG receives is directly from our clients for managing their assets on an ongoing basis, avoiding conflicts of interest.

Real Client Success Stories

From Planning to Retirement: A Financial Strategy That Works

“We’ve been trusting Advisors Management Group with our financial security for 8 years. We feel very well taken care of. AMG put together a plan that allowed us to retire when we wanted to and feel secure in our retirement. They listened to our wants and needs and made every effort to make our plan a reality. We’re kept up to date on how our investments are performing and notified when shares are bought or sold. They have become more than an investment company to us.” – Joe & Kris

Personalized Financial Guidance That Feels Like a True Partnership

“I have been a client of Advisors Management Group for more than a quarter of a century. Because of the quality of this organization at every level I actually feel like I am a team member. Whether it is in an email or a telephone inquiry regarding an issue or request related to my finances, my concern is dealt with in timely fashion. AMG clearly personalizes all of their relationships with their clientele and it’s clear that their core value is to act as highly skilled advisors to help each and every one of us achieve our financial goals. This level of devotion is extraordinary, and I am grateful to be connected to such a highly competent and trustworthy organization.” – Richard

Consistent Results from a Financial Team That Exceeds Expectations

“My wife and I have been working with Advisors Management Group for over 15 years and we have been extremely satisfied. Their professionalism, knowledge and customer service far exceeds our expectations time and time again. The AMG staff is friendly and accommodating. We recommend them very strongly to anyone needing their services.” – Alan & Celine

All testimonials are from individuals that at the time are deemed to be clients of Advisor. Testimonials are selected by Advisor for publication. Therefore, this presents a conflict of interest. We have attempted to mitigate this conflict by selecting what we feel is a representative sample of testimonials received.