Who we are
Highland Investment Advisors, LLC (Highland) serves as a partner for individuals and families, independent financial advisors, small businesses, and not-for-profit organizations. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.
What we do
Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from a local, independent firm. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. Our Form ADV Part IIA and IIB are available upon request.
Our vision
Highland’s mission is to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients. It means bringing all of our knowledge, skill and experience to bear on each client engagement to minimize risks and maximize opportunities. Through a rigorous and thorough process, our clients will achieve peace of mind that they have partnered with an exceptional steward of their financial lives.
Giving back
Within the community, Highland has supported the following organizations through time or financial donations:
Make a Difference Wisconsin, UWM Alumni Foundation, HCNI.org, Bob Kames Foundation, St. Pius X Elementary School, Milwaukee Rescue Mission
Specialties
investment management, financial planning, wealth management, advisor services
