Expertise.com

2024

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Best Financial Advisors in Minneapolis, MN

Our Recommended Top 20

We did the research for you!

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

107Reviewed

72Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Minneapolis, 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
  • Retirement Planning
  • Financial Planning
  • Investment Management

Minneapolis, MN

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Why choose this provider?

Need help contacting a Financial Advisor in Minneapolis? 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.

Edina, MN 55435

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Review Sources

Yelp
5.0 (22)

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.

3300 Edinborough Way Suite 790, Edina, MN 55435

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Review Sources

Google
5.0 (2)

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

Saint Paul, MN 55105

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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.

Plymouth, MN 55446

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Yelp
5.0 (22)

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.

9298 Central Avenue Northeast, Minneapolis, MN 55434

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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.

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

904 Delaware Avenue, Saint Paul, MN 55118

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Review Sources

Google
5.0 (2)

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.

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

15600 Wayzata Boulevard, Wayzata, MN 55391

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Review Sources

Yelp
5.0 (22)

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.

  • Insurance Products
  • Tax Preparation

5100 Eden Avenue, Edina, MN 55436

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (2)

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.

3033 Campus Drive, Plymouth, MN 55441

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Review Sources

Yelp
5.0 (22)

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

901 South Marquette Avenue, Minneapolis, MN 55402

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Review Sources

Yelp
5.0 (1)

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.

  • Tax Planning

50 South Sixth 50 South 6th Street, Minneapolis, MN 55402

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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.

  • Estate Planning
  • Retirement Planning

7300 Metro Boulevard, Edina, MN 55439

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Review Sources

Facebook
5.0 (1)

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.

  • Estate Planning
  • Retirement Planning

7300 Metro Boulevard, Edina, MN 55439

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

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.

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

314 Clifton Avenue, Minneapolis, MN 55403

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

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.

  • Retirement Planning

12100 Singletree Lane, Eden Prairie, MN 55344

Expertise.com Rating

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

539 Bielenberg Drive, Woodbury, MN 55125

Expertise.com Rating

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Attorney Information

Attorney NameBar StatusExperience
Aaron Titze - Founding PartnerNot Verified27 yrs

8000 West 78th Street, Edina, MN 55439

Expertise.com Rating

Review Sources

Google
5.0 (3)

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.

  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Flourish Wealth Management
Laurel Wealth Planning
3300 Edinborough Way Suite 790, Edina, MN 55435
UAK Diversified
Phillip James Financial
North East Asset Management
9298 Central Avenue Northeast, Minneapolis, MN 55434
Dunncreek Advisors
904 Delaware Avenue, Saint Paul, MN 55118
Aurochs Financial Group
15600 Wayzata Boulevard, Wayzata, MN 55391
Ferguson Financial
5100 Eden Avenue, Edina, MN 55436
Affiance Financial
600 Highway 169 S Ste 1750 Minneapolis, MN 55426, Minneapolis, MN 55426
Echo Wealth Management
3033 Campus Drive, Plymouth, MN 55441
Boulay
901 South Marquette Avenue, Minneapolis, MN 55402
Schwarz Dygos Wheeler Investment Advisors LLC
50 South Sixth 50 South 6th Street, Minneapolis, MN 55402
Larson & Larson Financial Inc
7300 Metro Boulevard, Edina, MN 55439
MTI Financial Advisors
7300 Metro Boulevard, Edina, MN 55439
Thoughtful Financial Planning
314 Clifton Avenue, Minneapolis, MN 55403
Brown Wealth Management
12100 Singletree Lane, Eden Prairie, MN 55344
GT Financial Advisors
539 Bielenberg Drive, Woodbury, MN 55125
Waterfront Financial Group
8000 West 78th Street, Edina, MN 55439

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.

  • 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.