Menu

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.
Start a Conversation

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.
Learn More
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.
Learn More
ebook

Complimentary eBook:
Uncommon Retirement Realities of Today

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

Get Our Updates

Get our monthly newsletter that brings you news, tips, and tricks on meeting your financial goals.

    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
    ebook

    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.
    RMDs For A Special Needs Beneficiary 2024 Inheritance Planning Special Needs Beneficiary
    RMDs For A Special Needs Beneficiary 2024
    When it comes to planning for a loved one who is disabled or chronically ill, understanding how required minimum distributions (RMDs) work is very important. After all, RMDs can impact one’s eligibility for benefits like […]
    Read More
    2024 Inherited IRA RMD Rules Inherited IRA RMD Rules
    2024 Inherited IRA RMD Rules
    Losing a loved one is never easy, and sorting through a financial mess afterward only makes things harder. Thankfully, if you’re inheriting an IRA, things can be made a lot simpler by clearly understanding the […]
    Read More
    How To Pay Less Tax On Your Retirement Account Withdrawals Pay Less Tax On Your Retirement
    How To Pay Less Tax On Your Retirement Account Withdrawals
    Retirement is your time to unwind, travel, and spend time with loved ones—not worry about surprise taxes cutting into your savings. But the reality is, without a solid plan, taxes can take a bigger bite […]
    Read More

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

    Let us know how we can assist you!