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Best Financial Advisors in Maple Grove, MN

Our Recommended Top 14

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

28Reviewed

22Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

11670 Fountains Drive Suite 200, Maple Grove, MN 55369
WebsiteLicense: 1020776

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Zigler & Associates is a full-service financial advising company that serves clients in Maple Grove. The firm offers a wide range of financial planning services for individuals and small business owners, including retirement income planning, charitable giving, insurance and risk management, portfolio and asset management, tax planning, and estate planning. Its financial advisors also assist clients with education funding, annuity and income rider reviews, and debt reduction and management. Michael Zigler, the firm's founder, brings over 32 years of experience in the financial services industry.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

6465 Wayzata Blvd. │ Suite 230, Minneapolis, MN 55426
WebsiteLicense: 167485

Expertise.com Rating

Review Sources

Google
5.0 (14)
Facebook
5.0 (9)

Why choose this provider?

Guardian Wealth Strategies assists Maple Grove residents in reaching their financial goals. The firm focuses on integrated financial planning, which involves synchronizing components such as estate plans, investments, taxes, and insurance products to meet their clients' short- and long-term objectives. It also provides investment management services and uses rebalancing and tax-efficient tactics to diversify portfolios. In addition, it assists business owners with strategic tax and 401(k) planning services. Gregory J. Gassert, the firm’s co-founder and a CFP professional, has over 23 years of experience.

  • Estate Planning
  • Retirement Planning

11324 86th Ave N, Maple Grove, MN 55369
WebsiteLicense: 110372

Expertise.com Rating

Why choose this provider?

Paradigm is a financial advisory company that has been serving medical professionals, entrepreneurs, and retirees in Maple Grove since 1995. It helps clients achieve financial success and preserve their assets by offering a variety of wealth management services, including investment management, risk management, business succession planning, and estate and legacy planning. Its founder and principal, Bill Strand, has a master's degree in Business Administration and over three decades of experience in the financial services industry.

  • Certified Financial Planner (CFP)

15600 36th Avenue North Suite 200, Plymouth, MN 55446

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Income Planning Group, LLC, is a financial services company serving Maple Grove and the surrounding communities. It helps people optimize their income as they prepare for their children's college education and their retirement. It assists with setting up IRAs and brokerage accounts and with consolidating pension and 401(k) plans. The company also provides insurance, investment, tax, and estate planning solutions. The advisors at Income Planning Group bring over a century of collective experience. The team includes Retirement Income Certified Professionals and a CFP.

  • Certified Financial Planner (CFP)

8181 East Fish Lake Road, Maple Grove, MN 55311

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Why choose this provider?

Joe Yard serves the financial resource management needs of Maple Grove and the surrounding communities. His firm specializes in financial, tax, and estate planning, as well as asset management. Members of his team advise clients on investment options such as IRAs, mutual funds, and stocks. Long-term care and life insurance are also available. Yard holds a CFP designation and was recognized in the MPLS/St. Paul Magazine as one of the top wealth advisors in Twin Cities for seven consecutive years.

  • Estate and Trust Specialist
  • Private Wealth Advisor

11300 86th Avenue North, Maple Grove, MN 55369
WebsiteLicense: 2679543

Why choose this provider?

First Signature Services is a financial advisory company serving clients in Maple Grove. The firm offers a wide range of financial management solutions to individuals, families, and institutions. Its financial advisors handle estate planning, investment management, retirement planning, risk and insurance management, and education planning. The team also provides advisory and consulting services on tax-reduced strategies, business planning, and 401k retirement plans. The team is affiliated with other financial planning companies, including Financial Dimensions Group and Shrader & Associates.

  • Certified Financial Planner (CFP)

11300 86th Avenue N, Maple Grove, MN 55369
WebsiteLicense: 5327223

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Why choose this provider?

True North Advisory Group is an independent agency that caters to individuals and families in and around Maple Grove. It helps clients obtain financial freedom by providing them with guidance in investments, insurance, college, retirement, tax, and estate planning. Jason M. Lach, one of the firm's investment advisors, holds the RFC and CLTC designations. He is a member of the National Association of Insurance and Financial Advisors and the Academy of Preferred Financial Advisors.

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

6240 Quinwood Ln N, Maple Grove, MN 55369
WebsiteLicense: 2143768

Expertise.com Rating

Why choose this provider?

Schiffler Financial/Woodbury Financial Services, Inc., offers wealth management solutions to the residents of Maple Grove. The firm advises clients on how to preserve and grow their assets. It provides counsel on tax management and retirement strategies. The office counsels customers on investment products and strategies and takes care to minimize revenue dues from every transaction. The company has been in the financial planning sector for 35 years, and it delivers various securities and insurance options.

  • Estate Planning
  • Retirement Planning

11242 86th Avenue North, Maple Grove, MN 55369
WebsiteLicense: 309512

Expertise.com Rating

Why choose this provider?

Dorval & Chorne Financial Advisors is an independently managed firm that provides financial solutions to help Maple Grove clients attain their monetary security goals. The firm devises financial plans and strategies based on clients' values, priorities, motivations, and goals, which its financial advisors call Quality of Life Planning. Rather than focusing on the simple accumulation of money, they help clients build financial roadmaps that help improve general well-being as measured by happiness and health. President Daniel J. Dorval has been in the industry since 1999.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

6900 Wedgwood Road North Suite 465, Maple Grove, MN 55311
WebsiteLicense: 309628

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Why choose this provider?

Priebe Wealth serves individuals, families, and businesses in Maple Grove. The financial advisory firm helps clients achieve financial stability and security through income, tax, and legacy planning. It also handles debt and risk management. Its financial advisors also perform philanthropy planning for high-net-worth individuals and businesses owners. Dedicated to lasting relationships, the firm continually works with the client, adjusting and improving their wealth portfolio to accommodate life and market changes. Its team comprises Certified Financial Planners and a Chartered Retirement Planning Counselor.

  • Estate Planning
  • Certified Financial Planner (CFP)

7224 Forestview Lane North, Maple Grove, MN 55369
WebsiteLicense: 3066310

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

PRG - Maple Grove is a group of financial consultants that serves the local metro and its nearby areas. It helps clients in dealing with their financial concerns by providing services that handle annuity and 401(k), as well as life, long-term care, and disability income insurance. It also develops strategies that maximize Social Security and minimize income tax liability. Additionally, it devises techniques for estate preservation. One of its managing partners, Jonathan D. Benge, has been in the industry for more than 19 years.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

15600 Wayzata Blvd Suite 108, Wayzata, MN 55391
WebsiteLicense: 5097862

Expertise.com Rating

Review Sources

Facebook
5.0 (17)

Why choose this provider?

ClearPath Wealth Advisors has been catering to customers in the Maple Grove metro and the surrounding communities since 2020. It helps clients grow and manage their wealth by offering financial planning solutions. These include asset placement and investment management. It also provides income planning services, which aid with maximizing 401ks, IRAs, and Social Security payments. Taylor Sundeen, the managing partner, brings more than 15 years of experience in the financial services industry. He holds the Certified Financial Planner designation.

  • Certified Financial Planner (CFP)

7207 Forestview Ln., Maple Grove, MN 55369
WebsiteLicense: 5663828

Expertise.com Rating

Why choose this provider?

Delta Capital Advisors helps individuals in the Maple Grove metro secure their financial goals. The financial advisory firm works directly with clients in understanding their objectives and developing a plan that matches their specific needs. Its services include financial, retirement income, insurance, education, and estate planning. It also offers assistance in investment management, alternative investing, and wealth accumulation. The firm's president, Taylor Ripka, is both a Certified Financial Planner and an Accredited Wealth Management Advisor.

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

3545 Plymouth Blvd, Suite 213, Plymouth, MN 55447
WebsiteLicense: 5376360

Expertise.com Rating

Review Sources

Google
5.0 (9)
Facebook
5.0 (7)

Why choose this provider?

Cavanaugh Financial Group offers wealth management solutions to individuals and families in Maple Grove. The company develops financial plans tailored to clients' current funds and goals. Its advisor assists with areas that impact financial life, including insurance, investment, tax planning, estate planning, and retirement. The business also reviews beneficiary designations and determines risk tolerance for customers. Cavanaugh Financial Group was founded by Joseph Cavanaugh in 1966 and was taken over by his son, John, in 2012. John is a Certified Financial Planner and Chartered Retirement Planning Counselor.

  • Certified Financial Planner (CFP)
  • Tax Preparation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Zigler & Associates
11670 Fountains Drive Suite 200, Maple Grove, MN 55369
Guardian Wealth Strategies
6465 Wayzata Blvd. │ Suite 230, Minneapolis, MN 55426
Paradigm
11324 86th Ave N, Maple Grove, MN 55369
Income Planning Group, LLC
15600 36th Avenue North Suite 200, Plymouth, MN 55446
Joe Yard
8181 East Fish Lake Road, Maple Grove, MN 55311
First Signature Services
11300 86th Avenue North, Maple Grove, MN 55369
True North Advisory Group
11300 86th Avenue N, Maple Grove, MN 55369
Schiffler Financial / Woodbury Financial Services, Inc.
6240 Quinwood Ln N, Maple Grove, MN 55369
Dorval & Chorne Financial Advisors
11242 86th Avenue North, Maple Grove, MN 55369
Priebe Wealth
6900 Wedgwood Road North Suite 465, Maple Grove, MN 55311
PRG - Maple Grove
7224 Forestview Lane North, Maple Grove, MN 55369
ClearPath Wealth Advisors
15600 Wayzata Blvd Suite 108, Wayzata, MN 55391
Delta Capital Advisors
7207 Forestview Ln., Maple Grove, MN 55369
Cavanaugh Financial Group
3545 Plymouth Blvd, Suite 213, Plymouth, MN 55447

Maple Grove, MN Financial Advisors FAQs

  • What constitutes a comprehensive wealth management plan for clients in Maple Grove?

    A comprehensive wealth management plan for Maple Grove residents involves running cash flow and income projections to determine how much you should be saving to be able to retire, how much can you spend during retirement, and how to plan for your other life goals such as college education or second home. Another key area of wealth management includes tax planning. This includes allocating your portfolio in a tax-efficient manner, using low-turnover, tax-efficient investments, creating an income withdrawal strategy, performing tax loss harvesting, capital gains management, and helping choose the best accounts to utilize.

  • Is it worthwhile for Maple Grove residents to avail the services of financial advisors?

    The value of a financial advisor hinges on the individual circumstances of a Maple Grove client. If a client's financial situation is relatively uncomplicated, he might find it more advantageous to manage it independently. However, for those possessing substantial assets or complex investment portfolios, engaging the services of a professional could prove beneficial despite the associated cost.

  • When engaging in retirement plan discussions with financial advisors, what key factors should Maple Grove residents take into consideration?

    When discussing retirement plans with financial advisors, Maple Grove should consider several important factors, including their income goals and the possible ways to achieve them. They must also tackle ways to determine how much money will be necessary during post-retirement life and figure out where those funds come from.

  • Do financial advisory services cover options Maple Grove clients have with their old retirement plans like 401(k) and 403(b)?

    Yes. Financial advisors can assist Maple Grove clients in exploring various avenues regarding their 401(k) plans. They can help clients evaluate the feasibility of keeping the money in their existing 401(k), transferring funds to their new employer's plan, or opting for a check to utilize the funds as needed. Typically, when employees depart from their employers, retirement and 401(k) plans offer a minimum of four options to consider.

  • How does a fee-only payment arrangement in financial planning benefit clients in Maple Grove?

    A fee-only arrangement ensures there are no conflicts of interest that might arise if the advisor were motivated to push particular products or investments that might not be the most suitable for Maple Grove clients. In this payment structure, advisors do not earn commissions for selling insurance products, nor do they receive any incentives for recommending specific investments. Instead, their sole focus is on providing unbiased advice that aligns with the client's best interests.

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