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Best Financial Advisors in Eagan, MN

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Eagan Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

28Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Eagan, MN
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Eagan, MN

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Why choose this provider?

Need help contacting a Financial Advisor in Eagan? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

3300 Edinborough Way Suite 790, Edina, MN 55435
WebsiteLicense: 122035

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Review Sources

Google
5.0 (2)

Why choose this provider?

Laurel Wealth Planning is an independent firm that has been catering to customers in the Eagan metro and the surrounding areas for over 20 years. It helps clients manage their wealth and make knowledgeable financial decisions by offering various services. These include college accumulation, estate, and tax planning, investment management, tax reduction strategies, and value alignment. It also provides pre- and post-divorce planning. Anne M. Ward, a senior wealth manager at the firm, holds the Accredited Investment Fiduciary, Certified Financial Planner, and Master Planner Advanced Studies designations.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2267 Waters Drive, Mendota Heights, MN 55120
WebsiteLicense: 174507

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Review Sources

Google
4.0 (2)

Why choose this provider?

Castle Rock Financial Planning addresses the concerns of clients around Eagan. Its team, which is led by CFP and CFA Laura Salverda, offers comprehensive consultations for financial, estate, and retirement planning, as well as investment and asset management. Salverda is also an Accredited Investment Fiduciary who structures a client's portfolio around factors such as risk minimization, volatility tolerance, and cash flow needs. In addition, she contributes to the community through her pro bono financial planning work for the families of fallen law enforcement officers.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

904 Delaware Avenue, West St Paul, MN 55118
WebsiteLicense: 4504691

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Review Sources

Google
5.0 (3)

Why choose this provider?

Dunncreek Advisors caters to customers in the Eagan metro and the surrounding areas. It helps clients maximize and manage their wealth by offering financial planning services. It addresses estate conservation issues, investing principles, retirement income and savings strategies, and risk management analysis. Its process involves identifying objectives, gathering and analyzing information, proposing recommendations, and implementing the plan. Richard Dunn, the owner, has been working in the financial industry since 2002. He is a member of the Financial Planning Association.

  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Planning

4640 Nicols Road Suite 203, Eagan, MN 55122
WebsiteLicense: 2206272

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Review Sources

Google
5.0 (4)

Why choose this provider?

Achieve Financial caters to clients throughout Eagan and the surrounding communities. It offers financial advising and planning services to help individuals protect the future of their wealth and families. Its financial planning services focus on retirement, money purchase, estate, profit sharing, and college funding. It also assists clients in handling or managing their investments involving common stock, bonds, variable and fixed annuities, brokerage accounts, and simple IRA. The company's president, Leif Hagen, is licensed to practice in Illinois, Texas, New York, Colorado, Florida, and Arizona.

  • Retirement Planning
  • Private Wealth Advisor

11980 Portland Ave S, Burnsville, MN 55337

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Review Sources

Google
5.0 (11)

Why choose this provider?

Kusske Financial has been serving clients in Eagan and neighboring communities for more than three decades. It customizes financial programs, including retirement, tax, and estate plans. Its team reviews clients' long-term care and life insurance policies and recommends strategies to accumulate education funds. It also provides investment planning and income tax preparation and filing services. Company president Brett Kusske is a Certified Financial Planner who holds a degree in business management focusing on finance.

  • Tax Planning

14530 Pennock Ave, Apple Valley, MN 55124

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Why choose this provider?

Mindful Asset Planning provides a broad range of financial advisory solutions to help clients throughout Eagan attain financial security. Its financial advisors organize clients' financial information to be able to build roadmaps that cover tax strategies, retirement planning, insurance or risk analysis, family legacy and gifting, and debt analysis. The firm was co-founded by Steven D. Zimmerman, who has been recognized as a FiveStar Best Personal Wealth Manager for several years by Twin Cities Magazine. The company has been serving individuals and families since 1988.

  • Certified Financial Planner (CFP)

9801 Dupont Avenue South, Suite 395, Bloomington, MN 55431

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Why choose this provider?

Haukedahl Financial Services, LLC, assists families, individuals, and businesses in Eagan and nearby locations. Its team develops retirement plans that consider clients' financial standing and long-term goals. The process involves crafting accumulation strategies and utilizing an approach that aligns with clients' risk tolerance and investment preferences. The financial advisors also offer business and estate planning services. Company CEO Mark Haukedahl is a Chartered Financial Consultant and Certified Life Underwriter whose financial career started in the insurance industry.

  • Certified Financial Planner (CFP)

8 Pine Tree Drive Suite 125, Arden Hills, MN 55112

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Review Sources

Facebook
5.0 (8)

Why choose this provider?

Pitzl Financial serves the Eagan area. It provides coordinated wealth planning and investment management services to help individuals and families achieve financial stability. Its “Design, Build, Protect” plan entails a three-step process designed to assist clients in creating financial decisions and achieving their goals through life’s transitions. It recommends strategies to help preserve their assets and grow their wealth over time and performs monitoring to track their plans. Pitzl Financial was founded in 2014.

  • Certified Financial Planner (CFP)

2165 Woodlane Drive, Suite 104, Woodbury, MN 55125

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Why choose this provider?

Woodbury Wealth Management caters to individuals, families, and small businesses in the Eagan metro and the surrounding areas. It provides financial planning and wealth management services. Its team of financial advisors assists in formulating estate and inheritance plans and acquiring insurance policies, which aim to protect clients' beneficiaries and mitigate risks. It also advises clients on the different tax-efficient investment strategies. The firm's president, Mark Hargism, and vice president, Jeff Wunsch, are Certified Financial Planners.

  • Certified Financial Planner (CFP)

10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
WebsiteLicense: 1571926

Expertise.com Rating

Review Sources

Google
4.5 (6)

Why choose this provider?

Sandvold Financial Group provides a variety of solutions to help Eagan clients organize their wealth. Its team members create financial plans that address customers' current life stages in order to provide personalized services. They can help organize finances for retirement, college, or home ownership. The team also assists with the acquisition of life, long-term care, and disability insurance policies. It updates financial plans to account for changes in client objectives through continuous monitoring. The firm's chief investment officer, Blake Sandvold, is a CFP and CAP.

  • Certified Financial Planner (CFP)

7901 Xerxes Avenue South Suite 325, Bloomington, MN 55431

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Why choose this provider?

Stevens Foster Financial Advisors has been assisting clients in Eagan with developing, implementing, and monitoring their wealth management plans since 1988. Its team members advise and assist in the creation of blueprints for retirement, investment, children's education, and asset protection. They provide executive benefit plans such as deferred compensation, restricted shares, and stock options. The advisors also help clients in tax management, estate planning, charitable giving, and business succession. Founder and CEO William H. Stevens holds ChFC and CLU designations.

  • Certified Financial Planner (CFP)

880 Blue Gentian Road Suite 180, Eagan, MN 55121

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Review Sources

Facebook
5.0 (2)

Why choose this provider?

Farley Financial Partners works with Eagan residents who need wealth management advice. The office delivers investment advice calibrated towards clients' life goals and designed with diversification and safety in mind. The team devises income tax and cash flow plans with an eye toward protecting one's assets from government-mandated depletion. It also formulates risk management strategies. Farley Financial Partners has been a family venture since 1961. Planner Brian Farley has a law degree and became a CFP in 1999.

  • Certified Financial Planner (CFP)

14985 Glazier Avenue Suite 522, Apple Valley, MN 55124

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Why choose this provider?

Financial Solutions Wealth Management offers advice regarding money matters to residents of Eagan. It is led by Gregg Burrell, a Chartered Financial Consultant who has been in the industry since 1987. His firm gives counsel to minimize the taxation impact of clients' monetary choices and maximize the accumulation of assets for the education of children and for giving donations to charities. The firm also arranges employer-backed retirement plans and teaches individuals about the finer points of life insurance.

  • Certified Financial Planner (CFP)

7261 Ohms Lane, Edina, MN 55439

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Review Sources

Google
5.0 (1)

Why choose this provider?

Cahill Financial Advisors is an independent wealth management firm that has been providing its services to families, individuals, and small businesses in Eagan and the surrounding areas since 1980. It employs a client-centered approach in providing financial planning services such as cash flow modeling, education planning, investment and risk management, and insurance planning. In addition, it offers asset management, with services varying depending on the client's circumstances and needs as assessed during an initial meeting.

  • Certified Financial Planner (CFP)

2315 Waters Drive, Mendota Heights, MN 55120

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Why choose this provider?

Pratt Wealth Management is an independent firm that serves individuals, families, and businesses in Eagan and nearby communities. It helps clients achieve financial freedom by providing them with various services, including financial planning, investment management, and retirement planning. Its team members carry more than 100 years of combined experience in the industry. Bryan Pratt, one of the company's partners, holds the CFP and AIF designations and is a member of the Financial Planning Association and the Financial Services Institute.

  • Private Wealth Advisor

8120 Penn Avenue South Suite 565, Bloomington, MN 55431

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Innovate Financial, Inc., is a fiduciary firm that provides services to clients in Eagan and the neighboring areas. Its financial advisory solutions focus on retirement planning for federal employees, such as investment management, pension calculations, social security timing, retirement income, and calculating benefits for Federal Employees Retirement System. The firm's president, Michael Nakashima, is a Certified Financial Planner and a Chartered Federal Employee Benefits Consultant. He brings over 16 years of experience in the financial services field.

  • Certified Financial Planner (CFP)

8009 34th Avenue South Suite 1550, Bloomington, MN 55425

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Why choose this provider?

Integrated Equity Management is a financial advisory firm serving the Eagan area. Whether clients are looking to grow wealth for themselves or others, its team develops financial plans for generations of families. The professionals help clients navigate issues concerning retirement income, charitable giving, taxation, and wealth accumulation. They conduct semi-annual and annual strategy sessions to monitor the results of financial plan implementations. Firm founder Ted Smith, who has four decades of experience, is a Chartered Financial Consultant and Chartered Life Underwriter.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Laurel Wealth Planning
3300 Edinborough Way Suite 790, Edina, MN 55435
Castle Rock Financial Planning
2267 Waters Drive, Mendota Heights, MN 55120
Dunncreek Advisors
904 Delaware Avenue, West St Paul, MN 55118
Achievement Financial
4640 Nicols Road Suite 203, Eagan, MN 55122
Kusske Financial
11980 Portland Ave S, Burnsville, MN 55337
Mindful Asset Planning
14530 Pennock Ave, Apple Valley, MN 55124
Haukedahl Financial Services, LLC
9801 Dupont Avenue South, Suite 395, Bloomington, MN 55431
Pitzl Financial
8 Pine Tree Drive Suite 125, Arden Hills, MN 55112
Woodbury Wealth Management
2165 Woodlane Drive, Suite 104, Woodbury, MN 55125
Sandvold Financial Group
10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
Stevens Foster Financial Advisors
7901 Xerxes Avenue South Suite 325, Bloomington, MN 55431
Farley Financial Partners
880 Blue Gentian Road Suite 180, Eagan, MN 55121
Financial Solutions Wealth Management
14985 Glazier Avenue Suite 522, Apple Valley, MN 55124
Cahill Financial Advisors
7261 Ohms Lane, Edina, MN 55439
Pratt Wealth Management
2315 Waters Drive, Mendota Heights, MN 55120
Innovate Financial, Inc.
8120 Penn Avenue South Suite 565, Bloomington, MN 55431
Integrated Equity Management
8009 34th Avenue South Suite 1550, Bloomington, MN 55425

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is it easy to leave a financial advisor in Eagan?

    Although legally switching financial advisors can be straightforward, there may be some financial implications. It is generally advisable to check your old advisor's contract and see if there is a termination fee. If you are moving assets from funds managed by your old advisor's company, you may incur additional costs or tax ramifications.

  • Is it advisable to meet with a financial advisor in Eagan?

    It can be a smart move to meet with a financial advisor in Eagan. However, this may depend on your financial situation. Most people start to look for a financial advisor when they have liquid assets ranging from $50,000 to $500,000 to invest. Additionally, it can be a good move to find a financial advisor if you need help with life events affecting your finances, such as buying a house and saving for your children's college education.

  • How much money can a financial advisor in Eagan save you?

    The average amount of money financial advisors in Eagan can help you save is around $2,000. However, this amount may vary depending on the value of your portfolio and the financial advisor's expertise. Financial advisors can help you save extra money through careful financial planning while considering your financial situation.

  • Do you need a financial advisor in Eagan for your 401(k)?

    Although a financial advisor in Eagan may not be necessary when choosing a 401(k) investment, asking a financial advisor for retirement advice may be advantageous. Fiduciary advisors can help protect the 401(k) plan from liabilities or risks while enhancing investment options. Additionally, they can help you understand the different types of investments like 401(k) and IRA.

  • What should you prepare for your first meeting with a financial advisor in Eagan?

    Before your first meeting with a financial advisor in Eagan, you should have an idea of your current financial situation and goals. Prepare questions you want to ask the financial advisor and discuss current and long-term priorities that could affect your finances. You may also look into the financial advisor's FINRA record and social media profiles. Additionally, you should clarify what you need help with and why.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.