Ellenbecker Investment Group
Ellenbecker Investment Group, founded in 1996, is a family-owned, boutique investment advisory firm headquartered in Waukesha, Wisconsin. The firm provides holistic financial planning and wealth management services primarily for individuals, high net worth clients, and charitable organizations. EIG is known for its client-first, personalized service philosophy, robust employee team (about 40–42 people), and a strong commitment to community engagement and educational outreach. The firm is grounded in values of integrity, innovation, and collaboration, serving clients through all stages of life.
Investment Strategy
Ellenbecker Investment Group employs a holistic financial planning and investment approach, focusing on retirement planning, estate planning, and comprehensive wealth management. The firm emphasizes collaboration and personalized solutions tailored to each client’s unique circumstances and goals. Their strategy centers on long-term financial security, diversified investment portfolios, and ongoing communication with clients to adapt strategies as market conditions or life situations change. Special care is placed on integrating advice on tax efficiency, generational wealth transfer, and philanthropic giving, reflecting a philosophy of extraordinary service and exceptional planning rooted in a fiduciary standard.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 28.64% | $194.1M | 290,019 | $354.23 | $669.30 | +$6.9M |
I IWF | ISHARES TR | 9.62% | $65.2M | 139,151 | $278.39 | $468.41 | +$7.7M |
A AGG | ISHARES TR | 9.60% | $65.0M | 648,841 | $102.62 | $100.25 | +$5.7M |
V VB | VANGUARD INDEX FDS | 7.47% | $50.6M | 198,973 | $182.12 | $254.28 | +$3.1M |
V VEA | VANGUARD INTL EQUITY INDEX F | 7.44% | $50.4M | 841,850 | $52.42 | $59.92 | +$12.7M |