Financial Advisor Green Bay, WI

Advisors Management Group

What We Do!



Advisors Management Group is more than an average financial advisory firm; we are Green Bay’s strategic financial advocates. Our team is here to help you form your financial plan and remain on a financially healthy path going forward. As full-service Green Bay financial consultants, we partner with you to help you meet your financial goals in the long run. We’re prepared to assist with investment advising, financial planning, business consulting, tax preparation, accounting, and more. Advisors Management Group helps to make your money perform harder so you can live your life to the fullest.

Our Services

  • Financial Advisor
  • Investment Advisory
  • Financial Planning
  • Financial Planning Green Bay
  • Individualized Retirement Planning
  • Tax & Accounting
Phone: (920) 434-2192

About Advisors Management Group

Who is Advisors Management Group?
Advisors Management Group is more than a traditional financial advisory firm; we are Green Bay’s strategic financial advocates. Our team is here to help you develop your financial plan and remain on a financially healthy path going forward.

Advisors Management Group was organized in 1988 as a Registered Investment Advisor firm. Our firm provides investment advisory, financial planning, business consulting, accounting, tax planning, and tax preparation for individuals and small businesses. The collaboration between these services provides maximum performance for our client's personal and business assets.

Our professional staff collaboratively serves clients nationwide through several offices in Wisconsin, including La Crosse, Eau Claire, and Green Bay.

As full-service Green Bay financial consultants, we partner with you to help you meet your financial goals in the long term. We’re ready to assist with investment advising, financial planning, business consulting, tax preparation, accounting, and more.

Full-service Green Bay Financial Consultants


At AMG, we believe in the concept of creating shared value, where the policies and operating practices that enhance a company’s operations, simultaneously work towards advancing the economic and social conditions in the communities in which it operates. Our shared value approach focuses on identifying and expanding the connections between societal and economic progress.

This concept rests on the premise that both economic and social progress must be addressed using value principles. These principles are achieved by empowering our customers and employees. Where success is measured by the value brought to a customer is balanced by the value brought to our employees, and together, the value we deliver to our communities.

Investment Advisory


At Advisors Management Group, we are advisors, not salespeople.

As fiduciaries, it is our obligation to act in your best interest at all times. Our recommendations are not based on commissions or quotas. This allows our advisors to focus on your specific goals and manage the strategies and investments to attain them.

Our Location:

Address: 2199 Lineville Road,
Green Bay, Wisconsin 54313 US

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