You Deserve

Your Goals Deserve More Than Just Advice.

They Deserve a Plan.

You have been working hard to achieve your success, and you deserve financial advice that works just as hard as you. Highland Investment Advisors, LLC "Highland" is a fee-only, independent firm that acts as a fiduciary, meaning every decision is made with your best interests in mind. From preserving your wealth to building a brighter future, you can trust us to help you navigate life’s financial milestones with confidence.

Two people are walking down a dirt road in the woods.

Meeting you where you are on your journey.

A black and white icon of a shovel and bricks on a white background.

Build

Your Wealth

Your hard work is paying off, and now it’s time to compound your wealth. From tax strategies to investment guidance, let Highland create a plan that maximizes every opportunity to move you closer to financial independence while safeguarding your family.



A black and white drawing of a map with pins on it.

Secure

Your Future

As retirement nears, you may be thinking about slowing down, switching careers, or stepping away entirely. Highland will help you plan your income and lifestyle so you can retire with confidence, knowing you have the financial security you need.



A black and white drawing of a sunset with the sun shining through the clouds.

Retire with

Financial Peace of Mind

In retirement, you may have concerns about spending, withdrawals, taxes, and Social Security decisions. Highland provides a dynamic planning process that adapts as your needs and circumstances change.




Highland Investment Advisors Might be the Right Choice for You If...

You're Ready for a Plan, Not a Product.

Highland Investment Advisors takes the time to understand YOU and your situation to create a financial plan tailored to you.

You Value Objective Advice.


As an independent, fee-only fiduciary, Highland's only commitment is to your success—no commissions, minimizing conflicts of interest.

You Value Independent Thinking.

Highland's independence is a feature, not a bug. We prioritize doing what’s best for you and your family—not meeting a sales quota.

You Need Accountability.


As fiduciaries, Highland advisors are legally and ethically bound to act in your best interests—always.

You Want to Feel Confident About Your Future.

From life’s uncertainties to your biggest milestones, Highland provides guidance with clarity and care.

You Want a Relationship, not a 1-800 Number.

At Highland, you won’t speak to someone new every time you call—we build long-term relationships, staying by your side to help you achieve your goals.

You Want Simplicity Instead of Unnecessary Complexity.

While some advisors believe overly complex strategies make them look smarter, Highland focuses on simplifying your financial life—helping you manage responsibilities more easily while minimizing the risk of mistakes.

Read our Blog

Updates from Our Desk to Yours

See All Posts

4th Quarter 2025 Market Review

By Adam Drake • January 9, 2026
Below is a summary of the fourth-quarter 2025 market performance and economic commentary. The full market performance report (PDF) , including commentary and charts, can be found here . 4Q25 Market Performance 📈The US equity market posted positive returns for the quarter and underperformed both non-US developed markets and emerging markets. Value outperformed growth . Small caps underperformed large caps . 📉US REIT ( real estate investment trusts) indices underperformed equity market indices. 📉📈 Short-term interest rates generally decreased and long term interest rates generally increased during the quarter. The yield on the 10-Year US Treasury Note increased 0.02% to 4.18%. 📈The Bloomberg Commodity Total Return Index returned +5.85% for the fourth quarter of 2025.

Your Advocate Aurora Health System Benefits & Career: Financial Planning for Employees and Executives

October 30, 2025
Our Brookfield, Wisconsin advisor Bob Dignan, CFP®, AIF® was featured in a Wealthtender article! If you or someone you know is part of the Advocate Aurora Health System, you’ll want to take a look: Read More