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Adam Drake, CFA

Highland Investment Advisors, LLC
Investment Advisor

Contact Information:

Milwaukee, WI 53208
United States

Years in Business:

 

5

Clients I'm Seeking:

 

Our ideal client is someone who is engaged in their personal finances and who sees the value in partnering with a professional financial planner and investment manager to pull it all together. We are looking for clients approaching, at or in retirement. We work particularly well with small business owners since we are also business owners. While each of our clients is very unique, they tend to be educated professionals who are frugal and have a propensity to save.

About My Business:

 

Who we are Highland Investment Advisors, LLC (Highland) serves as a partner for individuals and families, independent financial advisors, small businesses, and not-for-profit organizations. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. Established: 2006 Assets under management: Over $25 million Combined years of experience: 28+ What we do Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from a local, independent firm. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. Our Form ADV Part IIA and IIB are available upon request. Our vision Highland’s mission is to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients. It means bringing all of our knowledge, skill and experience to bear on each client engagement to minimize risks and maximize opportunities. Through a rigorous and thorough process, our clients will achieve peace of mind that they have partnered with an exceptional steward of their financial lives.

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