Highland Investment Advisors, LLC

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

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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.

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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.

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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.

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Advisor Services Platform

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

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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.

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In The News

April 10, 2019

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

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January 10, 2019

Our 2018 Annual Market Review is available here

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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.

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Categories

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.