Advisors Management Group, Inc.

Advisors Management Group, Inc. At Advisors Management Group, we offer financial planning, tax and accounting services, and other fi

At Advisors Management Group, we are more than a typical advisory firm. We are your strategic financial advocates-helping you with all aspects of financial decision-making and partnering with individuals and small businesses throughout the year to make sure you remain on a healthy financial path. Our mission has always been, and will always be, to help our clients reach their financial goals throu

gh dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives. Our full line of services include: Fee-Only Portfolio Management, Financial Planning, Accounting (including Payroll), Tax Preparation & Planning, Retirement Plan Solutions, Trust & Estate Services, Fee-Only Registered Investment Advisors, and Business Consultations. At AMG, we have CFP® certified (Certified Financial Planner) consultants.

Today is the last day of our Annual Shred Event!Stop by the Advisors Management Group office in La Crosse, Eau Claire, o...
06/25/2026

Today is the last day of our Annual Shred Event!

Stop by the Advisors Management Group office in La Crosse, Eau Claire, or Green Bay during regular office hours from 8:30 AM to 4:00 PM to securely dispose of (shred) old documents and paperwork containing sensitive information.

This event is free and open to the public, with no limit on the amount you bring. Priority service will be given to AMG clients.

If you are in the La Crosse area, donations for WAFER Food Pantry will continue to be accepted at our office through 4:00 PM today.

Our Annual Shred Event starts today!Starting today, you can stop by the Advisors Management Group office in La Crosse, E...
06/23/2026

Our Annual Shred Event starts today!

Starting today, you can stop by the Advisors Management Group office in La Crosse, Eau Claire, or Green Bay during regular office hours from 8:30 AM to 4:00 PM to securely dispose of (shred) old documents and paperwork containing sensitive information. The event will continue through this Thursday, June 25.

This event is free and open to the public, with no limit on the amount you bring. Priority service will be given to AMG clients.

If you are in the La Crosse area, please consider bringing non-perishable food donations or hygiene items for WAFER Food Pantry.

Donations will be collected during the event at our La Crosse office. Participation in the food drive is optional and not required to participate in the shred event.

In honor of Father’s Day, we asked the dads of Advisors Management Group to share their perspectives on money, financial...
06/21/2026

In honor of Father’s Day, we asked the dads of Advisors Management Group to share their perspectives on money, financial planning, and the lessons they hope to pass along to the next generation.

From building an emergency fund and spending less than you make to planning for the future, their responses highlight practical lessons that can apply at many stages of life.

Read their full responses: https://advisorsmanagement.com/tools-resources/blog/money-advice-from-the-dads-of-amg/

If you would like to discuss your financial goals or have questions about your current strategy, please contact us: https://advisorsmanagement.com/contact/

Wishing all fathers, grandfathers, and father figures a very Happy Father’s Day!

Our Annual Shred Event Begins This Coming Tuesday!If you have old documents containing sensitive information that you ha...
06/20/2026

Our Annual Shred Event Begins This Coming Tuesday!

If you have old documents containing sensitive information that you have been meaning to securely dispose of, stop by the Advisors Management Group office in La Crosse, Eau Claire, or Green Bay June 23 through June 25 during regular office hours from 8:30 AM to 4:00 PM.

This event is free and open to the public, with no limit on the amount you bring. Priority service will be given to AMG clients.

If you are in the La Crosse area, please consider bringing non-perishable food or hygiene item donations for WAFER Food Pantry. Donations will be collected during the event at our La Crosse office. Participation in the food drive is optional and not required to participate in the shred event.

Please note that all three of our offices are closed today.We will reopen Monday, June 22, with normal hours. We appreci...
06/19/2026

Please note that all three of our offices are closed today.

We will reopen Monday, June 22, with normal hours. We appreciate your understanding.

The 1st Annual AMG Summer Fun 5K Run/Walk is one month from today!There's still time to sign up and join us Saturday, Ju...
06/18/2026

The 1st Annual AMG Summer Fun 5K Run/Walk is one month from today!

There's still time to sign up and join us Saturday, July 18, at Pettibone Park in La Crosse, WI, for a morning supporting the Boys & Girls Clubs of Greater La Crosse. All proceeds from the event will benefit their programs in our community.

Participants are welcome to run or walk. Registration is $30 per person, and the first 75 registrants will receive a race t-shirt.

Register here: https://5k.advisorsmanagement.com/

Healthcare expenses are an important part of retirement planning, but they are sometimes overlooked when thinking about ...
06/17/2026

Healthcare expenses are an important part of retirement planning, but they are sometimes overlooked when thinking about long-term financial needs.

Costs such as Medicare premiums, prescription medications, supplemental coverage, long-term care, and out-of-pocket expenses can all influence how retirement income is used over time and may be part of an overall retirement plan.

If you are nearing retirement or planning for retirement, this blog post highlights several healthcare-related considerations that may be helpful to review: https://advisorsmanagement.com/tools-resources/blog/planning-for-healthcare-costs-in-retirement/

If you are planning for retirement, and would like to discuss your financial goals, please contact us: https://advisorsmanagement.com/contact/

Please note that all three of our offices will be closed this Friday, June 19. We will reopen Monday, June 22, with norm...
06/15/2026

Please note that all three of our offices will be closed this Friday, June 19.

We will reopen Monday, June 22, with normal hours. We appreciate your understanding.

Please join us in congratulating Shay Benedict on his 6th anniversary with Advisors Management Group!As our Trading Mana...
06/15/2026

Please join us in congratulating Shay Benedict on his 6th anniversary with Advisors Management Group!

As our Trading Manager, Shay plays an important role on our team, and we appreciate his continued dedication and contributions.

Happy Anniversary, Shay!

June is National Homeownership Month!Homeownership can affect more than where you live. Costs such as mortgage payments,...
06/14/2026

June is National Homeownership Month!

Homeownership can affect more than where you live. Costs such as mortgage payments, property taxes, insurance, maintenance, and utilities can all become part of your broader financial picture.

Whether you are preparing to buy your first home, planning a future move, or reviewing the costs of maintaining a home, housing decisions can influence savings goals, cash flow, insurance needs, and long-term priorities.

If homeownership is part of your current or future financial picture, our team is available to discuss how it may fit into your overall financial plan: https://advisorsmanagement.com/contact/

Address

505 King Street Ste 208
La Crosse, WI
54601

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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