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

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 WEALTH

  • 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 wealth
  • 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 retirement planning and investing insights and thoughts.
3 Reasons Why Now is a Dangerous Time to Invest On Your Own
3 Reasons Why Now is a Dangerous Time to Invest On Your Own
There’s a lot going on right now in the stock market, and a lot in the country and the world that influences it. From federal government policy and the pandemic to crypto currency and supply […]
Read More
Sheena’s Lifestyle Blog: Halloween!
Sheena’s Lifestyle Blog: Halloween!
I love Halloween. I don’t even know why exactly or when it started, but there’s something about this time of year. It’s fun, mysterious, and especially beautiful in Wisconsin. To clarify, I’m not talking about […]
Read More
The Real Cost of Owning a Second Home in Retirement
The Real Cost of Owning a Second Home in Retirement
Retirement is full of wonderful possibilities. When you don’t have to show up at the office, you can spend your days just about anywhere you please. Maybe you’ve always pictured yourself at the beach or […]
Read More

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

Let us know how we can assist you!

Schedule a Meeting powered by Calendly