Highland Investment Advisors

Highland Investment Advisors, LLC is a small investment advisory firm located in Mequon, Wisconsin, with a staff of four employees. The company generates $2.5 million in annual revenue. Highland Investment Advisors provides fee-based wealth management guidance and solutions tailored to meet the individual needs of its clients. They serve a diverse clientele, including individuals, families, independent financial advisors, small businesses, and non-profit organizations. The firm specializes in financial planning, investment management, portfolio management, retirement planning, and estate planning services. Highland Investment Advisors differentiates itself by emphasizing a client-centric approach, aiming to "promote our client's prosperity while protecting their peace of mind." They believe in transparency and collaboration, working closely with clients to understand their financial goals and develop personalized strategies to achieve them. The firm is registered with the SEC as an Investment Advisor in Florida and Wisconsin. For more information about Highland Investment Advisors and their services, visit their website at highlandinvestmentadvisors.com.