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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. →

What Makes UCI Unique

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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    Dan Ward profile picture
    Dan Ward
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    I recently moved from another long standing Investment Advisor to Uncommon cents investing. I am very happy I changed. The fee structure is much more open and easier to understand. I feel the Advisors listen to you and understand your position on investments.
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    john heim profile picture
    john heim
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    Really fine and knowledgeable group of professionals! With a twist of fun and humor. Worth a look at for your financial future
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    JBond008 profile picture
    JBond008
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    We could not be happier with the service and the people at Uncommon Cents Investing! Sheena and John are wonderful to work with. They are professional, courteous and very knowledgeable. We always feel like we are visiting with good friends when we meet with them.
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    Nate Beal profile picture
    Nate Beal
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    Sheena and the team have done an excellent job managing our retirement! They are very personable and professional. Anytime we have questions or concerns they are more than happy to sit down and talk and answer any questions we have. Also being able to listen/call in on Saturday mornings is great. So happy we changed investment companies to Uncommon Cents.
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    Rick Heisz profile picture
    Rick Heisz
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    I have been with Uncommon Cents Investing for many years and have never been disappointed. If you like a hands on approach to investing, and great people who listen and you can reach with just a phone call , you have come to the right place.
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    Michael Haase profile picture
    Michael Haase
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    Sheena listened to my concerns as I get older and making sure if I'm no longer here that my wife will be taken care of. I left with a peace in my heart that my wife will be okay.
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    Doug Worley profile picture
    Doug Worley
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    Really enjoy your newsletter! Thanks for all the information that's included. The format is easy to navigate and it's obvious that a lot of work goes into each and every issue. Doug Worley, Warren Mich.
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    DJI IV profile picture
    DJI IV
    Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
    Very professional, thorough and no pressure.
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    Meet the Team
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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.
    5 Retirement Decisions That Are Hardest to Undo
    5 Retirement Decisions That Are Hardest to Undo
    Retirement planning often focuses on making the right decisions. When should you retire? When should you claim Social Security? How much should you withdraw from your investments? But there is another question that may be […]
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    Should You Help Adult Children Financially in Retirement?
    Should You Help Adult Children Financially in Retirement?
    For many parents, the desire to help their children never goes away. Whether it’s assisting with a down payment on a first home, helping pay off student loans, contributing to a grandchild’s education, helping through […]
    Read More
    Why Investors Remember Bad Markets More Than Good Ones
    Why Investors Remember Bad Markets More Than Good Ones
    Mention the stock market to a group of retirees and you’ll likely hear the same years come up repeatedly: 2008, March 2020, and 2022. These periods are etched into many investors’ memories. People remember alarming […]
    Read More

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