Highland Investment Advisors, LLC

At Highland Investment Advisors, we aim to promote your prosperity while protecting your peace of mind.

read more

Comprehensive, Effective Planning Solutions

Our process starts with planning so that we achieve clarity about our clients' goals and develop an actionable, purpose driven plan.

read more

Unique Investment Management Approach

Our investment management approach balances Growth, Risk Reduction, and Inflation Protection. We emphasize global diversification, low cost, tax efficiency, and creative, sound diversification.

read more

Retirement Plan Services for Businesses

We strive to deliver significant administrative cost savings, access to sophisticated investment expertise, and personalized service from a local, independent firm.

read more

Advisor Services Platform

Thinking of going independent or developing a fee-based practice? Talk to Highland about our Advisor Services platform.

read more



About Us

Highland Investment Advisors and its subsidiaries is a registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Mequon, WI, we serve clients in 21 states and manage more than $100 million for individuals, retirement plans, not-for-profits, and independent investment advisors.

read more

In The News

April 10, 2019

Our 1Q19 Market Review is available here & archives are here

January 10, 2019

Our 2018 Annual Market Review is available here

Working with Highland

As a fee-only registered investment advisor, we are motivated to solve not to sell.

Explore our website and then call us to schedule an in-person meeting.

read more

Getting Started - It starts with a conversation. Let us show you our unique approach to wealth management.

Unbiased and Independent - When you work with Highland, you work with the owners, not an employee selling a company.

Credentials Matter - Our principals hold the prestigious Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) professional designations.