Best Financial Advisors in St. Paul

Why These Financial Advisors?

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

Reviewed Curated Top Picks 80 54 16

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

UAK Diversified Fiduciary Financial Advisors FEATURED Expertise

Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. UAK Diversified offers institutional quality investment management services that suit clients' specific needs and desires. UAK Diversified is a Fiduciary, independent,Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Compassion

Ballast Advisors, LLC

Ballast Advisors provides comprehensive financial planning services to people in Southwestern Florida and the Twin Cities. With more than 75 combined years of experience, the Ballast Advisors team aims to provide customized, flexible financial planning strategies. The fee-based, client-centered approach includes an unbiased analysis of your best financial options. In addition to general financial planning, the company can also handle planning everything from retirements to small business ventures. Ballast Advisors also offers investment services to create a long-term relationship that strengthens your finances over time.

Castle Rock Financial Planning, Inc.

Castle Rock Financial Planning leverages founder Lauri Salverda's 15 years of financial planning experience. Operating in St. Paul, the Castle Rock team provides trusted expertise to help you make significant financial choices. Because the company is a fee-only and fiduciary financial planner, the services are based on an unbiased evaluation of your needs. Each client is asked meaningful questions to determine how best to reach their long-term life goals. Castle Rock offers a range of financial planning services including retirement, estate, college, and tax planning, and can help with investment management.

Mendota Heights, MN 55120


Daly & Associates Inc.

Daly & Associates provides detailed financial planning services to people in the Woodbury, MO area. The company's areas of expertise include asset management, help with retirement timing, advice for stock options, and income strategies. Founded in 2001, the company's experienced team guides each client through a comprehensive six-step process to evaluate their goals and needs. After a plan is implemented, the team provides the client with ongoing reviews of how their plan is going.

Woodbury, MN 55125


Dawn Jurkovich - Relevé Financial Group

Releve Financial Group believes in a holistic approach to enhancing a client's financial well-being. For almost 20 years, the company's team of experts has helped with tax strategies, retirement planning, and wealth planning for multiple generations. Rather than simply managing your wealth, Releve helps you make important financial decisions that align with your values. With offices in Arizona and Minnesota, the company's independent Registered Investment Advisor status ensures that clients receive information aligning with their best interests. The company helps avoid conflicts of interest when planning wealth, and also recommends low-cost fund options.

Woodbury, MN 55125


GHJ Financial Group

With more than 100 combined years of experience, GHJ Financial Group's team offers investment advice and analysis services, and retirement, tax, and estate planning. As a fiduciary, the company's independent status means that they'll always prioritize a client's best options over a third party's best interests. Each client receives a personalized financial plan tailored to their individual circumstances. After a retirement or estate plan is put in place, the team conducts annual reviews to make sure everything is going smoothly. GHJ Financial Group also provides risk and wealth management for small businesses.

Oakdale, MN 55128


Hammer Advisory Services Inc.

Hammer Advisory Services provides fee-only financial planning to Woodbury residents. The company owner, David Hammer, became a Certified Financial Planner Practitioner in 1999 and is also fiduciary and Chartered Financial Consultant. Hammer Advisory focuses on retirement planning services including will and estate planning, social security benefits, and insurance needs. His goal is to provide clients with concrete answers to common questions about retirement. David Hammer also offers investment management services to help build and manage your portfolio.

Woodbury, MN 55125


Heritage Financial Advisors

Heritage Financial Advisors is a small Woodbury-based company. The president, Lawrence Donna, has been a certified financial advisor since 1995, boasts a finance degree and an Accredited Wealth Management Advisor designation. The Director of Client Services, Susan Brusewitz, has more than 15 years of industry experience. In addition to being a certified advisor, she holds multiple securities licenses. The company provides investment management, financial planning, and insurance services. Clients can receive advice about how to manage their wealth, plan for retirement, and manage their accounts.

Kaiser Financial

Kaiser Financial is a Woodbury-based wealth management company that adheres to the strictest fiduciary standards. As an independent advisor who has been in the industry since 2005, Ryan Kaiser aims to understand and respect both your goals and your values. Ryan utilizes a client-centered approach and provides financial advisory services on a long-term basis. His main areas of focus are to help clients choose wise investments, plan retirements and estates, manage taxes, and live their ideal lifestyle. Kaiser Financial is affiliated with Woodbury Financial, an experienced and independent broker dealer.

Woodbury, MN 55125


Pitzl Financial

Pitzl Financial is a St. Paul and Minneapolis fee-only company providing wealth management and financial planning services. The company creates objective financial plans and helps clients invest wisely to ensure that every client’s assets are protected throughout their lives. As an independent firm, Pitzl Financial provides clients with the information in their best interests, using an evidence-based investing approach to help grow client assets. Joe Pitzl, the company's Managing Partner, has more than 10 years of experience in the financial planning industry.

Arden Hills, MN 55112


PrairieView Partners, LLC

PrairieView Partners provides personal wealth management services to clients with net worths of $1 million to $10 million. The team of experienced financial advisors evaluate each client's unique circumstances and then provide individually tailored solutions. The company specializes in several types of long-term financial planning including stock portfolio management, retirement and estate planning, risk management, and trust and estate administration. Operating in St. Paul, Minnesota, PrairieView's team has more than 50 years of combined experience.

Saint Paul, MN 55101


Principal Preservation Services

Principal Preservation Services lives up to the company name by helping clients preserve their principal in retirement. The company provides free tools like reports, calculators, and articles to help people make proactive financial decisions. For clients, a team of skilled professionals evaluates the existing finances to help create a retirement plan that reflects the client's goals. The president, Mike Kojonen, has been in the financial industry since 2002, and Principal Preservation Services currently operates offices in Woodbury, MN and Hudson, WI.

Woodbury, MN 55125


Quarry Hill Advisors

Quarry Hill Advisors is a St. Paul fiduciary financial planning firm. The fee-only firm offers a range of services including estate, retirement, tax, and college planning as well as investment advice. To get started at Quarry Hill Advisors, they offer an introductory phone call and two complimentary meetings to learn about your goals and financial situation as well as analyze where they can be of most help. Their typical clients include executives wanting to delegate their financial management and people looking to maximize their retirement.

Saint Paul, MN 55102


St Croix Advisors LLC - Woodbury MN

St. Croix Advisors is independent company that has been providing flexible financial planning solutions for over 13 years. With offices in Hudson, WI and Woodbury, MO, St. Croix Advisors offers wealth management, life and family legacy planning, and retirement preparation services to businesses and individuals alike. Both the president, Brett Anderson, and senior portfolio manager, Brad Lewis, are certified financial planners with over twenty years of combined experienced.

Woodbury, MN 55125


Wegge Financial Group

Wegge Financial Group is a financial planning company based in Woodbury. The founder, Jeff Wegge, is a certified financial planner and Chartered Retirement Planning Counselor with nearly 30 years of industry experience. Wegge Financial Group offers retirement and estate planning, tax management, education funding, risk management and investment services. Additionally they provide free financial planning resources like calculators and articles through their website.

Woodbury, MN 55129


Wenzel Financial Services

Wenzel Financial Services is a family-owned firm that has provided financial solutions since 1964. The firm works with small businesses, government agencies, and individual clients to help meet their financial goals. This Oakdale-based team of professionals help with individual wealth management, retirement plans, income protection, and independent private consultations regarding pensions.

Oakdale, MN 55128


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