Best Financial Advisors in Minneapolis, MN

Flourish Wealth Management specializes in providing clients with sound financial advice to ensure the best possible preparation for their futures. The Minneapolis-area advisory firm serves individuals, families, and companies who value objectivity, professionalism, a balanced perspective, or seek a money management advocate. Flourish Wealth Management has over 20 years of experience in the financial industry as well as the expertise and necessary tools to help clients reach financial goals.

Laurel Wealth Planning advises individuals in Minneapolis about wealth preservation, tax reduction, investment, and financial freedom. It serves mostly women clients who have substantial finances, offering guidance on how to grow, maintain, and protect their wealth to prepare for retirement. Its fiduciary advisors provide counsel on making investments that are aligned with the customers' values. In addition, they help with tax planning by recommending tax reduction strategies. Shareholder Laura Kuntz was named by Finance & Commerce as one of the Top Women in Finance in Minnesota in 2020.

Financial planning can be straightforward and enlightening. When UAK Diversified meet you for the first time, they picture you enjoying full confidence and peace in your financial matters. UAK Diversified offer institutional quality investment management to suit clients' specific needs and desires. UAK Diversified is a Fiduciary Fee only registered independent financial planning advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination.

Phillip James Financial provides exceptional financial planning and investment management services that help Minneapolis-area clients grow wealth. The independent, fee-only advisory firm specializes in a range of services that ensure clients stay on the path to financial independence. Phillip James Financial features a team of professionals with many years of experience in wealth management, financial planning, and investment management that yield results.

North East Asset Management (NEAM) is a comprehensive advisory firm providing its services to a limited clientele in Minneapolis and the surrounding communities. Established in 1987, NEAM helps clients manage their wealth and achieve their short- and long-term goals by offering financial planning services. These include asset allocation, estate ad retirement planning, and risk and income tax management. Greg Zandlo, the founder, holds the Certified Financial Planner designation. He is a member of the National Association of Personal Financial Advisors.

Dunncreek Advisors helps clients in Minneapolis to reach their financial goals by offering investment, retirement, estate, and tax planning services through a network of wealth management professionals. The practice also supports its clients by providing effective long-term healthcare strategies and developing property and casualty insurance plans. Its principal financial advisor Richard Dunn has been in the field of financial service since 2002 and serves as the president of the White Bear Avenue Business Association.

Aurochs Financial Group provides wealth management and financial planning services to families and individuals in the Minneapolis area. It creates and implements a comprehensive financial life plan for its clients, which includes risk and insurance planning, tax planning, estate planning, charity planning, and investment management services. It also provides a second opinion service to evaluate the client's existing investments and offer suggestions for improvement. Rick Epple, the founder and president of Aurochs Financial Group, obtained his Certified Financial Transitionist designation in 2017.

Ferguson Financial, an independent registered investment advisor, serves clients from the Minneapolis metro. The firm assists professionals, business owners, affluent families, and executives in achieving their financial potential. It offers a wide range of wealth management solutions such as investment management, insurance planning, risk management, estate planning, and financial planning. The firm's founder, Greg Ferguson, has been a financial advisor for more than 30 years. Ferguson is a Certified Financial Planner and a Chartered Financial Consultant.

Affiance Financial offers wealth management services for clients in St. Louis Park and the surrounding Twin Cities metro area. Affiance Financial takes a broad approach to financial planning. It helps clients identify their priorities and their goals including retirement, health care, education, housing, and career. There are so many decisions that affect finances and quality of life. Affiance Financial helps clients think them through and presents options they might not think of on their own. In addition to goal-oriented planning, Affiance Financial offers several areas of specialized financial planning, including: tax planning, retirement planning, college planning, business planning, and charitable giving.

Echo Wealth Management has a team of independent financial advisors helping clients in Minneapolis. They offer a wide range of personalized services in financial planning and investment management. The team also assists clients in planning their retirement through insurance guidance, wealth transfer management, and utilization of employment benefits, such as stock options and 401(k) plans. Echo Wealth Management became a Registered Investment Advisor in 2015. Founder Echo Huang is a Certified Financial Planner and certified public accountant.

In business since 1934, Boulay is an accounting and wealth management firm that offers financial services in the Minneapolis metro. The company has developed a financial planning system called WealthNAV to provide clients with personalized wealth and tax strategies tailored to their interests and goals. To build personal financial plans, the firm's advisors consider several components such as budgeting, education funding, retirement plans, and estate plans. Boulay is a member of PrimeGlobal, an association of independent accounting firms worldwide.

Schwarz Dygos Wheeler Investment Advisors LLC is a financial planning firm that serves locals of Minneapolis. Founded in 2008, its financial advisors offer a wide range of financial solutions to help clients manage their wealth and achieve their long-term goals. Services include retirement planning, investment planning, risk management or insurance, estate planning, and tax planning. The firm also offers portfolio management services such as IRA rollovers, asset allocation strategies, and accumulation strategies. Its team of wealth advisors carries designations like CFP, CFA, and CIMA.

Larson & Larson Financial Inc is a group of financial professionals that helps individuals and families in Minneapolis. It employs an education-based approach in providing assistance in financial planning, investments, and insurance. Because the firm has no proprietary products, it is able to use a wide array of securities, products, and services from different companies, ensuring that returns are maximized and there is no zero-risk bias. The financial advisor also takes the time to educate clients in understanding where their money is going.

MTI Financial Advisors is a firm serving the Minneapolis metro. It can guide clients about investing strategies and principles, risk management analysis, and estate conservation issues. Its team of professionals can assist clients in tax management, formulating insurance strategies, money management, and monitoring and assessing personal finances. In addition, the firm also offers corporate retirement services to companies. Its president, Douglas Morey, conducts a number of educational seminars on financial and estate planning in the community.

Thoughtful Financial Planning is a financial planner and advisor based in Minneapolis. Some of the topics it helps clients explore include retirement planning, education planning, debt reduction, risk management, estate planning, and Social Security planning. It specializes in giving financial advice and coaching to women, members of the LGBTQ+ community, and their loved ones. Thoughtful Financial Planning is run by Timothy J. LaPean, a Certified Financial Planner and Accredited Domestic Partnership Advisor, who has been in the financial services industry since 1997.

Brown Wealth Management is a fiduciary financial planning and investment management firm that has served Minneapolis residents since 2002. The firm guides clients in reaching their financial goals through detailed financial planning. It also works with professionals like business brokers, estate planning attorneys, and insurance experts in building the client’s financial plan. The firm’s comprehensive wealth management includes a written lifetime financial plan, integrated investment, and tax planning. It also handles planning for insurance and retirement, and assists in ongoing portfolio monitoring and rebalancing.

GT Financial Advisors comprises a team of Certified Financial Planners and planning counselors who have been serving individuals and business owners in Minneapolis and the surrounding areas for more than 25 years. The firm provides a variety of services, including financial and retirement planning, investment management, wealth management, estate planning, and 401(k) services. Founding partner Aaron Titze has been in the profession since 1997. For eight years, he served as a naval officer in the US Navy and as a helicopter instructor pilot.

Waterfront Financial Group offers an array of tools and resources to help clients reach financial goals—including retirement, financial planning, investment advisory services, insurance, and risk management. Serving Minneapolis and neighboring areas, the team of financial advisors provides extensive long-term investment strategies and retirement income plans for entrepreneurs, individuals, families, and people in transition. Founder and managing partner Fred Borstad has been in the financial industry since 1993. Borstad is an Accredited Investment Fiduciary (AIF) designee.