Green Bay
Financial Advisors

You work hard to save for your future. But are your savings working hard for you? With the help of Advisors Management Group’s financial planning services in Green Bay, you’ll be one step closer to your dreams.

Many financial planners look at a small portion of your finances at a moment in time. Our fee-only financial planners in Green Bay offer a holistic approach. We analyze your budget and income, learn about your goals, and assess your finances before we begin designing your custom financial plan.

Why? Because it allows us to find the best ways to enhance your savings and increase your income.

Since the economy isn’t static, neither are our plans. When you work with a Green Bay Financial Planner, you get a partner who will update your plan over time. As the market changes, so will your investments.

Whether you have $1 million saved or $1,000, you need a guide to successfully meet your goals. Contact Advisors Management Group today to speak with a fee-only financial planner in Green Bay.

Start on Your Financial Freedom Today

Who is Advisors Management Group?

Advisors Management Group is more than a traditional financial advisory firm; we are Green Bay’s strategic financial advocates. Our team is here to help you develop your financial plan and remain on a financially healthy path going forward.

As full-service Green Bay financial consultants, we partner with you to help you meet your financial goals in the long term. We’re ready to assist with investment advising, financial planning, business consulting, tax preparation, accounting, and more

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Green Bay’s Economic Outlook

  • The average income of an individual in Green Bay, WI, is $23,907 per year. That is lower than the national average of $28,555. This is reflected in the median household income of $43,063 in Green Bay and $53,482 in the United States annually. In Green Bay, 2.5% of residents earn more than $200,000 per year while 13.7% earn less than $15,000 in the same period.
  • Cost of living in Green Bay is 17.3% lower than the United States average. While Green Bay may be a cheaper city to live in than many others in the United States, income is often proportionally lower as well.
  • The tax rate is currently 6.3%, which is higher than the US average by a factor of two. This is important to consider when deciding how much you need for retirement.
  • Job rates have increased by 0.8% in the last year, with a projected growth to 34% in the next 10 years, which is higher than the predicted United States average. This means potential for economic expansion in the coming years.

Financial Planning for Life’s Milestones

The biggest moments in life aren’t cheap. They require a strong financial plan so you can enjoy the milestones without sweating the cost. From your first child to college tuition to retirement, our financial planning services are here for you.

We work with clients to set short, mid, and long-term goals that they can realistically achieve. By setting budgets, creating emergency funds, college funds, and retirement income plans, we prepare you for these times in your life.

Don’t miss out on life’s best moments due to financial insecurity. Advisors Management Group helps to make your money work harder so you can live your life to the fullest.

Helping Clients Meet Their Long-Term Financial Goals

Most customers come to us looking for long-term savings to help them reach goals like retirement. Our CERTIFIED FINANCIAL PLANNER™ in Green Bay WI knows that the future is closer than you think. Planning today will bring you one step closer to your dream financial future and potentially allow you to expand those dreams.

We have dealt with many clients who spent years agonizing over the best savings accounts, how much to save, and the best time to begin saving. They had done everything they could to start the process on their own, except for starting to save.

Wasting years online, hunting for the best tips you can get from people who likely aren’t professionals only puts you behind. You need to start saving to make your money work for you.

Stop slowing yourself down. Contact Advisors Management Group to speak to our fee-only financial planners in Green Bay about how we can serve you. When we’re done, you’ll have a clear roadmap to turn your dream into reality.

Our dedicated financial advisors don’t stop there. They continue to work to increase your income by analyzing your employer-sponsored retirement plan, determining the best risk level for your investments, and continually updating your plan as your needs change.

Check out the services Advisors Management Group is proud to offer.

Financial Services Offered in Green Bay

Advisors Management Group is a full-service financial organization. Whether you need assistance with your financial planning or your retirement savings, our Green Bay advisors have the experience to help. Let’s plan a brighter financial future together.

Our services include:

Investments may seem confusing, but our advisors can help you create a unique portfolio that reflects your specific financial goals. They will work with you to determine the best plan for your timeline, risk level, and objectives. Let us take the hard work out of investing.
Our business consulting team in Green Bay assists business owners with complex financial situations they may encounter. Our team brings together advice from tax professionals, financial planners, and accountants to provide you with one plan that you can easily initiate.
Asset Protection
Many clients aren’t sure how to protect their assets. They are uncertain of their risk level, how much to invest, and what to invest in. A financial advisor in Green Bay WI can help take the headache out of preparing your finances.
College Planning
You need a proper plan so your child starts their life on the right track. Our Green Bay, WI financial advisors could save clients thousands. That’s more money for you to put toward other financial milestones.

We look at your money to see how we can best grow it through investments and advise on ways that your child can get scholarships to cover part of their tuition costs. These combined efforts have helped many clients to send their children to school without having to change their lifestyles.
Wealth Management In Green Bay
The Green Bay financial consultants at Advisor’s Management Group are dedicated to our clients. Our fee-only structure allows us to maintain the fiduciary standard to commit ourselves to investing in your best interests.

Contact us for help planning for retirement, creating a new financial plan, or managing your investment portfolio. Find out how else our advisors can assist you today.
Business Income Planning
Advisors Management Group will analyze your business’s finances to build your wealth. We can help you optimize your earnings so you can continue to grow your revenue. Our fee-only financial planners in Green Bay combine the advice of lawyers, tax consultants, and accountants to provide a holistic strategy that will grow your income while protecting your business.

Don’t miss your financial goals with an outdated financial plan. Hire Advisors Management Group so our Green Bay CFPs® can assist with your goals today.
Tax Saving Strategies
You can protect your income from certain types of taxes with a few easy adjustments. Advisors Management Group will filter through the most common strategies and suggest ones that matter to you. We don’t waste time or money on things not worth doing.
Money Management
Managing money is more than just saving and spending. Our experienced advisors will help guide you to meet your financial goals, as well as share methods that can be taken to grow wealth – no matter what stage it’s at right now
Our experienced staff will prepare your tax and accounting needs on an ongoing basis so you can avoid the April scramble for receipts
Payroll Services
Hire our payroll staff to take care of your employees management needs. As we administer the process, you can rest assured that there will be ways in which we streamline it and help save money.
Tax Preparation Services
A financial advisor in Green Bay WI will organize, prepare, and submit your business’s taxes. We keep thorough records of tax documents so you can be confident in the information we’re providing for both current year filing needs and upcoming audits.

Our years of experience with changing tax codes makes this task simple.
Benefits Management
Benefits are another part of payroll that we are happy to manage for business owners. Wading through health insurance plans, life insurance policies, and vacation times can be overwhelming. Let us handle it for you.

We can provide you with the benefits packages that make the most sense for the size of your business. Then, we take care of the entire process, from setting it up to distributing it to employees.

Financial Planning for Life’s Milestones

The biggest moments in life aren’t cheap. They require a strong financial plan so you can enjoy the milestones without sweating the cost. From your first child to college tuition to retirement, our financial planning services are here for you every step of the way.

We work with clients to set short, mid, and long-term goals that they can realistically achieve. By setting budgets, creating emergency funds, college funds, and retirement income plans, we prepare you for these times in your life.

Don’t miss out on life’s best moments due to financial insecurity. Advisors Management Group helps to make your money work harder so you can live your life to the fullest.

Common Questions

What is a fiduciary?

A fiduciary must put the client’s needs above their own – even if it means they lose money. A financial advisor in Green Bay WI is duty-bound to meet the fiduciary standard and must monitor and maintain their clients’ assets and best interests.

The fiduciary standard is superior to the suitability standard, which doesn’t prioritize the client’s best interests in all cases. An investment may be suitable to the client at the moment, but will it be later? An advisor using the fiduciary standard will continue to monitor this investment to confirm it remains beneficial to the client.

What is a fee-only financial advisor?

Fee-only is a method of paying a financial advisor. This means that the advisor charges a fee for the services they provide, but does not earn a commission on your investments. This may be a flat rate for certain services or an hourly rate, depending on your circumstances.

Fee-only advisors are the only type of financial advisor that follow the fiduciary standard.

What Fee-Only Means for You

  • We do not accept compensation by any investment or investment manager, ever.
  • To avoid conflicts of interest, Advisors Management Group collects compensation from our clients only.
  • Our payment structure is based on our continued work for you, meaning that we continue to actively manage and adjust your portfolios based on your financial needs and the economic market.
  • We monitor that your financial plan is economic by avoiding unnecessary costs.
Are you ready to start creating your financial roadmap?

Call our Green Bay Financial Advisors Today for a Free Consultation!

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

Green Bay
2199 Lineville Rd, Green Bay, WI 54313, United State
Phone:920-434-2192
Fax:920-434-5129