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4890 Owen Ayres Court, Suite 102, Eau Claire, WI 54702

715-552-3535
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Plan Wisely. Invest Confidently. Live Fully.

Customized guidance in investments, retirement strategies, estate planning, and tax‑efficient solutions.

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Who We Are & How We Help

The Forster Herbenson Group provides integrated financial planning and investment management—designed to work together so the decisions you make today support the life you want tomorrow. For more than 39 years, we’ve helped individuals and families navigate investments, retirement, tax considerations, and long‑term planning with confidence, ensuring nothing important is overlooked.

Our Team

Our Team

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How We Help

How We Help

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Who We Serve

Who We Serve

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Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Investment Management

Personalized investment solutions

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Retirement
Planning

Comprehensive planning for life’s milestones

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Tax Planning

Strategic tax planning

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Estate Planning

Legacy that lasts beyond you

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Business Services

Guidance for every stage of business ownership

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Trust & Wealth Services

Comprehensive trust and wealth services

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Start your financial journey today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of  success.

Best-in-State Wealth Management Team

Best-in-State Wealth Management Team

Since 2023, our team has been recognized annually as a Forbes|SHOOK Research Best-in-State Wealth Management Team. In 2026, we were ranked #7 in Wisconsin—reflecting our commitment to delivering exceptional client service.


Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.
2024 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/24, rankings based on data as of 3/31/23.
2023 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/12/23, rankings based on data as of 3/31/22.