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Investing doesn’t have to be difficult. Let us do the heavy lifting.

At Uncommon Cents Investing, our team provides fee-only, fiduciary investment management and comprehensive financial planning services so you don’t have to manage all aspects of your financial life yourself. Our in-house investment solutions and hands-on approach is designed to help you achieve your retirement goals with more peace of mind and less complexity.
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Financial Advisors Serving Rock County, WI from Our Janesville Office

What Makes UCI Unique

At Uncommon Cents Investing, we’re more than just a financial firm—we’re a family business dedicated to managing your investments with the same care we bring to our own. With all portfolio management handled in-house, we bring a personal touch and a commitment to simplicity. We’re here to understand the “why” behind your goals and make investing straightforward.

Discover what makes us unique by watching our story on the right. →

Minimize Financial Stress and Secure Your Future

Understanding Your Needs

Understanding
Your Needs

While many firms make the same cookie-cutter recommendations to everyone, we don’t believe that approach serves you well. So the first thing we do is ask you questions and listen to understand your objectives, goals and concerns fully. That enables us to provide strategies personalized to your needs.
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Sophisticated Investment Management

Growing Your
Assets & Managing Risk

As a fee-only firm, we don’t push products. Instead, we give objective advice that is only in your best interest. Our CERTIFIED FINANCIAL PLANNER™ and investment professionals provide you with strategies to build and maintain wealth while managing risk, so you can achieve more and worry less.
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Complimentary eBook:
Uncommon Retirement Realities of Today

8 Key Insights you don't want to miss before your big transition.

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    What Can You Expect from Us?

    For over three decades, our team has helped Rock County residents take the guesswork out of managing their money and comfortably transitioning into retirement.
    Analyze the Situation

    Analyze the Situation

    BUILD A PLAN

    BUILD A PLAN

    ASSESS TAX CONSEQUENCES

    ASSESS TAX CONSEQUENCES

    Implement the strategy

    Implement the strategy

    GROW & MAINTAIN YOUR WEALTH

    GROW & MAINTAIN YOUR NEST EGG

    • Getting to know you through an introductory phone call
    • In depth consultation to review your complete financial situation
    • Investment and financial planning recommendations geared toward improving your situation
    • Implementation of strategies to build and maintain your nest egg
    • Ongoing investment management tailored to your financial needs
    • Exceptional Service. We are here for you at anytime throughout our relationship
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    Want to get to know us?

    Catch us every Saturday morning on More for Your Money, our live radio show. We’ll answer live questions and provide helpful tips on how small steps and simple changes can help you build wealth and feel financially confident.

    The Uncommon Cents Blog

    Keeping you updated with the latest financial planning, retirement planning and investing insights and thoughts.
    Wisconsin Gift Tax: An In-Depth Look Wisconsin gift tax, Uncommon Cents Investing
    Wisconsin Gift Tax: An In-Depth Look
    When planning to pass on your wealth, it’s important to think beyond just a will or trust. The gift tax is a key factor that can impact how your estate is structured. By learning how […]
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    RMD In Year Of Death: What You Need To Know RMD In Year Of Death, Uncommon Cents Investing
    RMD In Year Of Death: What You Need To Know
    Understanding required minimum distributions (RMDs) is a big part of managing your retirement savings. These mandatory withdrawals start when you turn 73, allowing the IRS to collect taxes on the funds you’ve saved. However, when […]
    Read More
    How To Tell If Your Financial Advisor Is A Fiduciary How To Tell If Your Financial Advisor Is A Fiduciary
    How To Tell If Your Financial Advisor Is A Fiduciary
    Trust plays a significant role in the management of your financial life. For this reason, it’s important to find out if your financial advisor is also a fiduciary. In this post, we’ll break down what […]
    Read More

    Independent financial advice you can trust. Customized money management made easy.

    Let us know how we can assist you!