Overview

Ellenbecker Investment Group

Information by Research TrustFinance

https://eigholistic.com/

Founded in 1995 by Julie Ellenbecker-Lipsky, Ellenbecker Investment Group (EIG) is an independent, fee-only wealth management firm that operates as a fiduciary for its clients. The firm is dedicated to a holistic approach, integrating comprehensive financial planning, investment management, tax strategies, and estate planning to help clients achieve their financial goals. EIG emphasizes building long-term, trust-based relationships and providing objective, personalized financial advice.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service