Eau Claire
Financial Advisors

Developing a sound financial plan is the key to a healthy financial future. Our experienced Eau Claire Financial Planning Team will analyze your current practices, evaluate your goals, and develop a clear road map to success.

Your old financial plan may not be serving you the way it needs to. At Advisors Management Group, we’ll help you revitalize your plan. After all, sound financial plans are a living structure that should adapt to your updated needs and changes in the economic environment.

Whether you have $1 million saved or $1,000, a guide to help meet your goal is helpful. Contact Advisors Management Group today to speak with an Eau Claire, WI CERTIFIED FINANCIAL PLANNER™ Professional.

Who is the Advisors Management Group?

Advisors Management Group is a team of strategic financial consultants that serve individuals and businesses in Eau Claire, Wisconsin.

Start on Your Financial Freedom Today

We offer strategic financial consulting to help you manage many aspects of your finances. Our consultants will stay on top of your ongoing financial health, even as life goals and markets evolve.

As a fiduciary consulting team, clients have confidence that our Eau Claire financial advisors always work for their best interests.

Why work with an Eau Claire consulting firm?

Managing money effectively can be extremely difficult if you are unfamiliar with market principles or have multiple financial planning needs. Our Eau Claire financial advisors can ease the burden of attempting to manage your money on your own and increase its growth potential.

Find out how our advisors can help you plan your financial future today.

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Eau Claire’s Economic Outlook

  • Eau Claire’s cost of living is 13.3% lower than the United States average. While this could be promising, you must look into the average income and tax rates in the region to determine how much you will net per year.
  • Tax rates in Eau Claire are 6.3%, two points higher than the United States average.
  • Individuals earn an average annual salary of $28,555 in the United States. However, citizens of Eau Claire earn $23,792 annually. This reflects that 13% of the population of Eau Claire earn beneath $15,000 annually, while 2% earn over $200,000 per year.
  • Eau Claire has a lower unemployment rate than the average in the United States. Their 3.3% unemployment rate reflects the 0.8% job market increase in the past year.

Financial Planning for Every Stage of Life

Financial planning doesn’t just affect your future, it can also affect your daily life. Regular financial planning allows you to prepare for the different milestones in life, and unexpected emergencies.

You will need a mix of long and short-term goals to help you create a holistic financial plan that can grow as your life progresses. We advise our clients to prepare for short-term goals, like setting a budget and creating an emergency fund today. Then we tackle the long-term goals, like college funds and retirement savings.

Most people think about the future so much that they forget about how their finances will affect their lives on a smaller scale. Our Eau Claire CFPs® keep your lifestyle in mind, helping you prepare for unexpected hiccups and reducing your debt, even if you haven’t thought to do so yourself.

Helping Clients Meet Their Long-Term Financial Goals

Long-term financial goals are different for everyone. The most common goal our clients have is to save for retirement.

You can spend weeks reading recommendations on how to save, how much of each paycheck to put away, and what kind of accounts you need, but that won’t help you. You need to actually start saving.

Our financial planners in Eau Claire WI include a retirement analysis, where we will examine your needs in retirement and work backward so that you are taking real steps today to provide for the future you dream of.

Our holistic approach means that we are innately aware of your finances. Knowing your opportunities for employer-sponsored retirement plans and your ability to contribute to savings accounts means that we can provide a customized financial plan.

Since retirement is often many years away, we don’t stop our work with one initial plan. The market and your needs are likely to change many times before then. Advisors Management Group will continue to work with you to make the adjustments you need so your finances can work for you.

Many clients aren’t aware of the full range of services available from an Eau Claire CFP®. We don’t just plan for your retirement; we help with the different aspects of your financial planning. If you want your money to work smarter, contact Advisors Management Group today.

Financial Services Offered in Eau Claire

Eau Claire offers a full suite of financial services to provide all your financial needs in one spot. Whether you are an individual looking to develop a long-term financial plan or a business that needs assistance with their employee’s futures, our consultants are here to assist you.

Let Advisors Management Group make your money work for you.

The best way to grow your savings is to invest. However, investments shouldn’t be made on a whim. Your Eau Claire Financial Planner will let you know how your investments are being managed and what you are invested in.

We invest based on your financial plan so that your money is preparing you for retirement. This means actively monitoring your investments and making the necessary alterations when there are changes in the market or your life plan.

For example, we may begin with more aggressive investments at the beginning of your career and switch to more fixed-income assets when you are closer to retirement and have savings built up.
College Planning
Are you concerned about the high cost of college? Saving a few dollars each month isn’t going to cut it. You need a proper plan to get you on the right track to help support your child’s future.

Our experienced team of financial advisors in Eau Claire, WI can help you make smart investment choices to grow the money you’ve already saved. We can also show you the best saving options and guide you through the process of handling student loans.

Help start your child on the right path while saving more for your own future. Contact us today to get started.
Wealth Management
Our mission is to help our clients meet their financial goals with our ongoing support. We create personalized plans and collaborate with you long-term to increase the possibility of a healthy financial future.

We are committed to putting our clients first as a fee-only team of advisors operating at the fiduciary standard. You can be certain that we are not in it for special commissions.
Taxes can be a complicated endeavor every financial year. Take the stress out of hunting for deductions and extra forms by hiring a tax accountant. Our experienced tax accountants are knowledgeable about tax laws and regulations. ​
Advisors Management Group will analyze your business’s finances to build your wealth. Our competent team can help you optimize your earnings so you can continue to grow your revenue..
Expansion Planning
Keep the upward momentum going. Our experienced financial planners know how to use a combination of techniques – including debt and equity – to help your business grow. We will discuss the most cost-effective methods for your business.
Tax Saving Strategies
There are lots of smart things you can do to protect your income from certain types of taxes. Advisors Management Group will filter through the most common strategies and suggest the ones that matter the most to your situation.
Money Management
Managing money is more than what you save and spend. Our experienced advisors know how to provide guidance and share methods you can take to meet your financial goals. As your financial situation changes, we will continue to pivot, offering advice for different things you can do to grow your wealth.
Tax Breaks
No matter how often the tax codes change, our experienced staff is on top of it, able to share the best tax breaks for your financial situation. Save more of your money at tax time and learn future actions that will help you in upcoming years.
Asset Protection
Our advisors will create an asset allocation that fits your risk tolerance and ideal growth. This analysis of your total financial portfolio will help see that your interests are well distributed to protect your financial future.

Over time, your asset interests may change, so your Eau Claire CERTIFIED FINANCIAL PLANNER™ will work with you to make adjustments.
Payroll Services
Delegate payroll management to our experienced staff. They will oversee the entire process – from onboarding and current payroll to employee exit management. As we administer the process, we will also suggest ways to streamline it to save your money and help your business grow.
Tax Preparation Services
Eau Claire financial planners will organize, prepare, and send off your business’s taxes. We keep thorough records of your tax documents and will monitor changing tax codes so we can suggest possible tax breaks for your business. With years of tax preparation experience, we know how to make tax time effortless and professional.
IRS Communication
Our knowledgeable advisors will assist you if there is ever a situation where the IRS contacts you or your business. We know how to find the information they are seeking and will make sound recommendations that will help your business stay compliant.

Wealth Management in Eau Claire

Our mission is to help our clients meet their financial goals with our ongoing support. We create personalized plans and collaborate with you long-term to increase the possibility of a healthy financial future.

We are committed to putting our clients first as a fee-only team of advisors operating at the fiduciary standard. You can be certain that we are not in it for special commissions.

Common Questions

What is a fiduciary?

A fiduciary is the gold standard for financial advisors. A small amount of financial consultants can operate at the fiduciary standard, where clients are put above all else. This is because they operate on a fee-only basis and do not accept compensation from other sources that could result in a conflict of interest.

The fiduciary standard means putting the client first. These types of advisors have a duty to monitor and maintain a client’s portfolio to provide consistent and knowledgeable advice at all times

What is a fee-only financial advisor?

A fee-only advisor only accepts compensation in the form of an hourly or flat rate fee from their clients. They do not earn a commission on your investments. This means that they are only liable to maintain your best interests rather than their own or that of a third party. A fee-only financial advisor ensures that your financial advisor is working for you.

What Fee-Only Means For You

  • Your advisor is only being compensated by you. They never accept money from other institutions or get a percentage of investments.
  • Our fee-only structure allows our advisors to work at the fiduciary standard, which means that your best interests will always be put first.
  • Less worry about your Eau Claire financial consultant having a conflict of interest with an investment or financial strategy.
  • We are compensated based on the work we do for you. This allows us to manage your finances long-term, adjusting them to suit your changing needs and the changing economic markets.
Are you ready to start creating your financial roadmap?

Call our Eau Claire Financial Advisors Today for a Free Consultation!

Call us at 800.488.4032 or E-mail us at amgi@amgteam.com.

Eau Claire
1324 West Clairemont Avenue, Suite 1, Eau Claire, WI 54701