Advisors Management Group, Inc.

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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 through 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.

Happy Birthday, Melanie! 🎉Please join us in wishing Melanie Chapel, EA, a very happy birthday! As Payroll Services Manag...
10/26/2026

Happy Birthday, Melanie! 🎉

Please join us in wishing Melanie Chapel, EA, a very happy birthday! As Payroll Services Manager, Senior Accountant, Tax Preparer, and Business Consultant, Melanie plays an important role in supporting our clients and team.

We hope you have a wonderful day, Melanie!

October Is Financial Planning MonthFinancial planning can include much more than investments or retirement. Depending on...
10/25/2026

October Is Financial Planning Month

Financial planning can include much more than investments or retirement.

Depending on your situation, it may involve cash flow, taxes, insurance, education savings, estate planning considerations, business planning, and other financial priorities.

Because goals and circumstances can change over time, financial planning may also evolve throughout different stages of life.

In this article, we answer some common questions about financial planning, including what it can include, how it may change over time, and when it may be helpful to review your plan.

Read the full article: https://advisorsmanagement.com/tools-resources/blog/financial-planning-faqs-for-every-stage-of-life/

If you would like to discuss your financial goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/locations/

Please join us in wishing Tyler Witt a happy birthday! As Tax Manager, Accountant, and Business Consultant, Tyler plays ...
10/24/2026

Please join us in wishing Tyler Witt a happy birthday!

As Tax Manager, Accountant, and Business Consultant, Tyler plays an important role in supporting our clients and team.

We hope you have a wonderful day, Tyler! 🎉

10/23/2026

What Role Can Dividends Play In An Investment Portfolio?

A dividend is a portion of a company’s earnings that may be distributed to shareholders. For investors, dividends can provide a source of income or be reinvested to purchase additional shares.

Dividend payments can change or be discontinued, so they are one factor to consider as part of a broader investment strategy.

Learn more about AMG’s investment advisory services: https://advisorsmanagement.com/services/investment-advisory/

Please join us in wishing Warren Deets a happy birthday! As Chief Operating Officer, Chief Investment Officer, and Inves...
10/23/2026

Please join us in wishing Warren Deets a happy birthday!

As Chief Operating Officer, Chief Investment Officer, and Investment Advisor Representative, Warren plays an important role in supporting our clients and team.

We hope you have a wonderful day, Warren! 🎉

Please join us in wishing Luke Spink a happy birthday! As an Investment Advisor Representative and Tax Preparer, Luke pl...
10/22/2026

Please join us in wishing Luke Spink a happy birthday!

As an Investment Advisor Representative and Tax Preparer, Luke plays an important role in supporting our clients and team.

We hope you have a wonderful day, Luke! 🎉

Please join us in wishing Lia Vang a happy birthday! As our Payroll Coordinator, Lia plays an important role in supporti...
10/22/2026

Please join us in wishing Lia Vang a happy birthday!

As our Payroll Coordinator, Lia plays an important role in supporting our team and clients.

We hope you have a wonderful day, Lia! 🎉

Please join us in wishing Adam Pederson a happy birthday! As Business Consulting Manager, Senior Accountant, and Tax Pre...
10/21/2026

Please join us in wishing Adam Pederson a happy birthday!

As Business Consulting Manager, Senior Accountant, and Tax Preparer, Adam plays an important role in supporting our clients and team.

We hope you have a wonderful day, Adam! 🎉

Meet Our Eau Claire Team!At Advisors Management Group, our Eau Claire team works together to serve individuals, families...
10/20/2026

Meet Our Eau Claire Team!

At Advisors Management Group, our Eau Claire team works together to serve individuals, families, and businesses throughout the Chippewa Valley and surrounding communities.

With experience across financial planning, investment advisory, tax preparation, accounting, payroll, and business consulting, our team is here to help clients with a variety of financial needs.

Get to know our Eau Claire team, explore our services, or contact our office: https://advisorsmanagement.com/locations/eau-claire/

Happy Birthday, Sarah! 🎉Please join us in wishing Sarah Degenhardt a happy birthday! As Director of Operations, Sarah pl...
10/18/2026

Happy Birthday, Sarah! 🎉

Please join us in wishing Sarah Degenhardt a happy birthday!

As Director of Operations, Sarah plays an important role in supporting our team and day-to-day operations at Advisors Management Group.

We hope you have a wonderful day, Sarah! 🎂

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 - 3pm

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