Ellenbecker Investment Group

For 30 years, Ellenbecker Investment Group (EIG) has helped individuals and families throughout Southeastern Wisconsin and beyond build their wealth and plan for the future. The firm’s story began in 1996, when Karen Ellenbecker sat at her kitchen table and envisioned a business rooted in trust, transparency and education. Thirty years later, that vision has grown far beyond its humble beginnings.

Now with more than 50 employees, Ellenbecker Investment Group has built a reputation for personalized, thoughtful service, supporting clients through every stage of life while helping them gain clarity and confidence.

The firm’s philosophy is simple: Begin by listening. Using a whole-person approach, EIG advisors take time to understand each client’s life, not just their portfolio. Because financial decisions are deeply connected to personal goals and values, this understanding allows the team to create plans that truly support each client’s needs. Education is also central to the experience, empowering clients to make informed decisions with a trusted guide by their side.

Today, Karen’s daughter, Julie Ellenbecker-Lipsky, serves as president and senior wealth advisor.

“Clients always come first,” Ellenbecker-Lipsky says. “That’s what defines us and will carry us into the next 30 years.”