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Best Financial Advisors in Minneapolis

2024

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Providers

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Website
4951 W 77th St., Edina, MN 55435
  • Wealth Management
  • Tax Advisory
  • Retirement Planning

Why choose this provider?

Brighton Jones provides financial management assistance to Minneapolis residents, meeting them at the intersection of life and wealth. Its personal CFO team develops a deep understanding of the client's future goals and current lifestyle, then builds and implements a personalized plan for them. The plan aligns each client's wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Minneapolis, MN
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
Edina, MN 55435

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9298 Central Avenue Northeast, Minneapolis, MN 55434
  • Estate Planning
  • Financial Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3300 Edinborough Way Suite 790, Edina, MN 55435
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Saint Paul, MN 55105

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Plymouth, MN 55446

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
904 Delaware Avenue, Saint Paul, MN 55118
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Website
901 South Marquette Avenue, Minneapolis, MN 55402
  • Tax Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7300 Metro Boulevard, Edina, MN 55439
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
15600 Wayzata Boulevard, Wayzata, MN 55391
  • Insurance Products
  • Tax Preparation

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
539 Bielenberg Drive, Woodbury, MN 55125
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Aaron Titze - Founding Partner27 yrs

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
314 Clifton Avenue, Minneapolis, MN 55403
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Website
7300 Metro Boulevard, Edina, MN 55439
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5100 Eden Avenue, Edina, MN 55436
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
8000 West 78th Street, Edina, MN 55439
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
600 Highway 169 S Ste 1750 Minneapolis, MN 55426, Minneapolis, MN 55426

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3033 Campus Drive, Plymouth, MN 55441
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
50 South Sixth 50 South 6th Street, Minneapolis, MN 55402
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
12100 Singletree Lane, Eden Prairie, MN 55344
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • How can an individual in Minneapolis take full advantage of the Federal Deposit Insurance Corporation?

    An individual in Minneapolis can take advantage of the Federal Deposit Insurance Corporation by keeping separate bank deposits within the thresholds for insurability. The fund covers every separate deposit in each separate bank up to the value of $250,000, so keeping money in chunks of that size across several banks protects these from bank runs and failures.

  • How could employees in Minneapolis protect their finances following a promotion or raise?

    Following a promotion or raise in Minneapolis a person should review one's investment options and look for higher-yield products that fit current and future needs. One also should speak with the employer to see if the new income could be deferred in the books to the next year in order to keep income tax rates down in the meantime.

  • How can a resident of Minneapolis protect their finances when giving money to family?

    A resident of Minneapolis who wishes to give money to family members could protect financial interests by having the transaction in writing. One must avoid handshake agreements and be clear on issues like whether or not the money is donated or lent. If it's being lent, how often should payment be, and at what rates of interest? A lender or donor must leave nothing ambiguous and memorialize each nitty-gritty detail.

  • Is inflation necessarily a bad thing in Minneapolis?

    Inflation is not necessarily a bad thing in Minneapolis as long as it is kept at low numbers. It is the measure of the cost of living in an area, and there is nothing wrong if the cost of living goes up as long as citizens' earnings and savings also increase to match. If anything, there is a correlation between economic growth and mild levels of inflation.

  • Is it safe for an investor in Minneapolis to keep all money invested in a single class of high-yield products?

    No, it is unsafe for an investor in Minneapolis to keep all money invested in a single class of high-yield products. It is advisable to diversify and place cash in multiple areas. If one focuses on a narrow set of sectors and those crash, all of the currency placed would be lost. Diversification would mitigate this.

  • 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.