La Crosse
Financial Advisor

We all want a solid financial future, but not everyone knows how to get it. With the help of Advisors Management Group’s La Crosse financial advisors, we’ll get you one step closer today.

Our experienced La Crosse financial planning team will analyze your budget and income, evaluate your goals, and create a customized road map to show you how to secure a healthy financial future.

Many financial planners look at your finances at a moment in time, but finances aren’t static, and neither are your goals. Our team works with you to continue updating your financial plan so that it is serving you in the best possible way. Our holistic approach means that we create a plan that will work for you both today and in the long run.

Whether you have $1 million saved or $1,000, you need a guide. Contact Advisors Management Group today to speak with a La Crosse, WI CERTIFIED FINANCIAL PLANNER™.

Who is Advisors Management Group?

Advisors Management Group is a team of strategic financial consultants. We offer more services than a traditional financial advisory firm to keep you on track for your financial future.

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We will continue to monitor and update your investments to best suit your needs. As the market changes, so do your investments.

Our fee-only advisors don’t get compensation from investment or brokerage companies. We only get paid by our clients, so we are devoted to their best interests. Find out how La Crosse financial consultants from Advisors Management Group can help you with your investments, financial plans, business consulting, and tax planning today.

Why work with a La Crosse consulting firm?

We all dream of a future free of financial burden. A skilled financial consultant will help you develop a financial plan to make that future a reality. Our La Crosse financial advisors will work with you to meet goals and create a healthy financial future.

Navigating investments and economic changes on your own is extremely frustrating. It’s continuous work that takes you away from enjoying the things you love to do. With Advisors Management Group, you get a team who can simplify and improve the process.

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La Crosse’s Economic Outlook

  • In La Crosse, the average income is $21,723, while in the United States, the average income is $28,555 per year.
  • The 6.3% tax rate in La Crosse is two points higher than that of the United States average. Tax rates play a significant role in determining the cost of living, as they can reduce your income and the amount you can save every year.
  • However, the cost of living in La Crosse is 15.6% lower than in the United States. It is 6.5% lower than in the rest of Wisconsin.
  • 15% of La Crosse residents earn under $15,000 per year. Only 1.9% earn over $200,000 per year. The median household income is $40,340 annually.

Financial Planning for Every Stage of Your Life

You’ll have big moments throughout your life that require a strong financial plan. From your first house to your first child to college fees to business planning, our financial planning services can help prepare you for many changes.

We work with our clients to create short, mid, and long-term financial goals. We help our clients set budgets, determine saving amounts, create an emergency fund, set up college funds and trusts, and even create a retirement income plan.

Our CERTIFIED FINANCIAL PLANNER™ in La Crosse is with you to make sure funds are there for several of the major moments in your life.

Don’t spend your life stressing about missing moments due to financial insecurity. Advisors Management Group helps to make your money work harder so you can live your life to the fullest.

How Do We Help Clients Meet Their Long-Term Financial Goals?

Long-term financial goals aren’t as far away as you might think. Start scheduling annual planning sessions with a La Crosse CERTIFIED FINANCIAL PLANNER™ Professional.

Most of our clients are worried about planning for their retirement. They aren’t sure how to start saving, what the best accounts are, or even when they should begin. We have met so many people who have struggled with online research for years trying to secure their financial future, but that won’t work.

You need to start saving to make your money work for you.

Endless research and confusion will only slow you down. At Advisors Management Group, our La Crosse financial planning services include a complex retirement analysis where we do the heavy lifting for you. Once you tell us what your dream future is, we work backward to create an income plan and realistic steps that you can take today so it can be a reality.

Once we know how your finances are working, we can provide accurate suggestions to help you invest in your own future. For example, we can advise on your employer-sponsored retirement plan and what investment risk is best for your needs.

Retirement may be many years away. Over time, your income, goals, and ability to save may change drastically. That’s why our financial planners continually update your plan to fit the market and your dream future.

Next up, take a look at the services Advisors Management Group is proud to offer.

Financial Services in La Crosse

Our La Crosse financial consultants offer a range of services to meet your financial needs. We are happy to provide our community with a simple way to organize their financial future, without needing to collaborate with multiple investment agencies.

Let us make planning your finances quick and easy. Our services include:

With assistance from our investment advisors, creating a portfolio of investments is a breeze. Identify your financial goals with our help and craft a personalized investment plan that will work for your timeline. Make investing less guesswork with the help of an advisor.
Financial Planning
Regardless of your savings, it is valuable to begin mapping out the years ahead. A La Crosse financial consultant will help you navigate evolving economic conditions, changing life goals, and long-term maintenance to create a flexible financial plan that can get you where you need to be.
Get your business and financial consulting done in one place. Our team provides you with one easy plan that brings together tax professionals and financial planners to create a cohesive framework for your business’s future.
Let our experienced accountants deal with your tax planning and accounting. Their knowledge will help you with compliance and be proactive with your taxes.
Payroll Services
We have the experience and knowledge to make sure that things run smooth with your payroll services. Save time by letting us take care of you, from onboarding processes through employee exit management.
We’ll even suggest how to best streamline your business operations so they can be more cost-effective in this tough economy.
Tax Preparation Services
Our financial advisors in La Crosse WI will make sure your taxes are filed correctly. We’ll create thorough records of the required documents and monitor changes in the tax code as they happen, preparing for any new possibilities ahead.
IRS Communications
If you ever receive a letter from the IRS, we can help. Our knowledgeable financial advisors in La Crosse will be able to assist you and make sound recommendations that should keep your business in compliance with tax laws while still providing for growth opportunities.
College Planning
You deserve a proper plan to help your child start their life on the right track. Our financial advisors in La Crosse look at your money to see how we can best grow it through investments.
Help start your child on the right path while saving more for your own future. Contact Advisors Management Group today to get started
Asset Protection
Determining how to divide your assets confuses many clients. They aren’t sure how much of their savings should be invested and what level of risk they should take. A financial advisor in La Crosse WI can help take the headache out of preparing your finances.
Expansion Planning
Advisors Management Group will analyze your business’s finances to build your wealth. Our knowledge can help you optimize your earnings so you can continue to grow your revenue – both physically and fiscally. Hire Advisors Management Group so our La Crosse CERTIFIED FINANCIAL PLANNER™ can assist with your goals today.
Tax Saving Strategies
There is so much you can do to protect your income from specific types of taxes. Advisors Management Group will assess the most common strategies and suggest the ones that are most relevant to your situation.
Money Management
Investing is one of the best ways to grow your financial portfolio. However, it takes precise skill and knowledge of the market to help your money grow. Our financial advisors in La Crosse WI manage your money based on the plan that you’ll come up with together, making adjustments continually so that your money is working efficiently for you.
Tax Breaks
At our office, we specialize in helping people make sure they are taking advantage of the potential retirement plans and incentives available to them – which means you can save more money and have more freedom with how you choose to spend your retirement.

Wealth Management in La Crosse

Our La Crosse financial consultants are held to the fiduciary standard, putting the client’s investment interests first.

At Advisors Management Group, we have developed a coordinated system for managing your money. Our in-house teams collaborate on your financial plans, tax and retirement plans, and investment goals to ensure that your money is always working toward your best interests.

If you are interested in making your money work for you, contact an advisor at Advisors Management Group today. We can assist you with all of your financial needs.

Common Questions

What is a Fiduciary?

A fiduciary is a standard in the financial advisory world. 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 many companies can meet it.

Our La Crosse Financial Advisors operate at the fiduciary standard, making them 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.

What is a fee-only financial advisor?

A fee-only financial advisor is a transparent financial advisor. We only accept payment from our clients. We never accept a commission from an institution or an investment.

Fee-only financial advisors work at an hourly or fixed rate to continually manage your finances at the fiduciary standard. An advisor cannot meet the fiduciary standard if they are accepting payment from other sources, as they will be obligated to make commissions from others.

What Fee-Only Means For You

  • We never earn money from anyone but our clients. That means we eliminate a conflict of interest and can put our client’s financial interests first.
  • Your advisor will meet the fiduciary standard of putting your financial interests first, even above their own.
  • We will continuously manage your portfolio to adjust it for market changes and your changing goals.
  • We avoid unnecessary costs in developing your financial plan to ensure that your money is going towards your goals, not hidden fees.
Are you ready to start creating your financial roadmap?

Call our La Crosse Financial Advisors Today for a free consultation!

Call us at 800.488.4032 or E-mail us at

La Crosse- Downtown
505 King Street, Suite 208, La Crosse, WI 54601