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Legacy starts with BIG thinking.

BIG – Badger Investment Group, are Family Enterprise Advisors (FEA) who help families
connect their core values to their financial plan bringing their legacy to life. We are a
passionate, multi-disciplinary group of professionals dedicated to empowering families
to be the best version of themselves.

We are committed to leading a revolution in legacy planning that is designed to educate,
enrich and inspire – and setting a new standard for the kind of advice and guidance
all families should demand from their advisors.

Our Mission

To lead families through a journey of discovery, change their lives for the better and provide them with a legacy roadmap that is aligned with their core values.

Our Vision

To change the world by helping families realize multi-generational success.