Business Details
38 Years
experience
Your Trusted Financial Partner in La Crosse, WI
Advisors Management Group has served individuals and businesses nationwide since 1988, offering comprehensive financial solutions through offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. As a Registered Investment Advisor, we operate under a fiduciary duty to act in clients' best interests, providing investment advisory services, financial planning, business consulting, tax preparation, and accounting. Our team of certified professionals combines decades of experience with a commitment to personalized service, ensuring clients receive tailored strategies for retirement planning, asset management, and business growth.We maintain transparency through fee-only compensation structures, avoiding conflicts of interest while delivering active portfolio management and proactive financial guidance. Our shared value approach integrates economic and social progress, empowering clients and employees while strengthening community ties through responsible financial practices.
Services
Investment Advisory
Financial Planning
Business Consulting
Tax Services
Payroll Services
Details
- Year established: 1988
Highlights and features
- We are fee-only fiduciaries committed to acting in your best interest at all times
- Our team offers over 35 years of experience in financial advisory and tax services
- We provide comprehensive solutions combining investment management and business consulting
- Our client-centric approach includes personalized portfolio reviews and market monitoring
- We maintain complete transparency with no hidden fees or commission-based products
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Feel very well taken care of
Highly competent and trustworthy
Exceeds expectations
Personalized approach
Timely responses
Services
Investment Advisory
Our fiduciary investment advisory services create customized portfolios based on individual goals, risk tolerance, and market conditions. We employ Modern Portfolio Theory principles for strategic diversification while actively monitoring and adjusting investments to maintain alignment with financial objectives. Clients receive regular portfolio reviews and transparent reporting to ensure their assets remain positioned for long-term growth.
Financial Planning
Comprehensive financial planning services address retirement strategies, tax optimization, college savings, and estate planning. Our CFP professionals develop personalized roadmaps that consider current financial status, future goals, and life changes. We provide ongoing guidance to help clients navigate market fluctuations and maintain financial security throughout different life stages.
Business Consulting
Business consulting services integrate accounting, tax, and financial planning perspectives to optimize company performance. We help businesses develop growth strategies, implement internal controls, and create succession plans. Our holistic approach considers cash flow management, tax liability reduction, and retirement plan analysis to support sustainable business development.
Tax Services
Full-service tax solutions include individual and business tax preparation, compliance reporting, and strategic tax planning. Our experienced accountants identify tax-saving opportunities while ensuring adherence to regulatory requirements. We provide year-round tax guidance to help clients minimize liabilities and maximize financial efficiency.
Payroll Services
Comprehensive payroll management handles all aspects of employee compensation, including tax filings and financial reporting. Our services ensure compliance with evolving payroll regulations while providing detailed financial analysis. Clients gain 24/7 access to payroll data through secure online portals for improved business decision-making.
People
Rebecca Agamaite
Client Experience Manager & Investment Advisor Representative
MBA-certified financial professional with expertise in client relations and investment advisory services. Focuses on delivering personalized financial solutions while ensuring exceptional client experiences through proactive communication and tailored portfolio management strategies.
Warren Deets
Chief Operating Officer & Portfolio Strategist
Seasoned investment professional with CFP certification and extensive experience in portfolio strategy and financial planning. Oversees operational efficiency while developing investment strategies that align with client goals and market conditions.
Nathan Deets
Director of Trading & Tax Preparer
Certified Financial Planner with dual expertise in investment trading and tax preparation. Manages trading operations while providing tax compliance solutions that integrate with clients' broader financial plans.
Adam Pederson
Director of Business Consulting & Tax Advisor
EA-certified business consultant with specialized knowledge in accounting and tax planning. Develops comprehensive business strategies that address financial operations, tax optimization, and long-term growth objectives.
Roger Deets
Chief Executive Officer & Portfolio Strategist
Executive leader with decades of experience in financial services. Provides strategic direction for investment strategies and portfolio management while maintaining active client advisory roles.
Questions
What financial services do you offer?
We provide investment advisory services, financial planning, business consulting, tax preparation, accounting, and payroll management solutions for individuals and small businesses.
What does being a fiduciary mean for clients?
As fiduciaries, we're legally obligated to act in your best interest, avoid conflicts of interest, and provide full transparency in all financial recommendations.
How do you work with clients?
We develop personalized financial plans, conduct regular portfolio reviews, and provide ongoing guidance through collaborative relationships focused on achieving your specific goals.
Can you help with retirement planning?
Yes, we specialize in retirement income planning, including portfolio management, Social Security optimization, and tax-efficient withdrawal strategies tailored to individual needs.
Do you serve businesses as well as individuals?
We offer comprehensive business consulting services covering tax planning, payroll management, internal controls, and growth strategies for small to mid-sized businesses.
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