Milwaukee Wisconsin Investment Management and Financial Planning

Highland Investment Advisors, LLC

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

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.

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.

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.

Advisor Services Platform

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

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 seventeen states and manage more than $90 million for individuals, retirement plans, not-for-profits, and independent investment advisors.

In The News

July 11, 2016

GDP Growth and Equity Returns Many investors look to gross domestic product (GDP) as an indicator of future equity returns. Read More.

April 14, 2016

“What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?” Dave Butler from DFA offers a sports example to help investors apply discipline in a stressful market. 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.

Milwaukee Wisconsin Investment Management and Financial Planning - Copyright 2006-2015 - All Rights Reserved. Highland Investment Advisors, LLC is a registered investment adviser in the State of Wisconsin and in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”
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