Best Financial Advisors in Woodbury

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Ballast logo

Ballast

683 Bielenberg Dr., Suite 208, Woodbury, MN 55125
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Ballast is a financial planning firm that works with clients in the Woodbury area. Its team helps individuals achieve their current and future financial goals. These include identifying the cash flow, setting up savings accounts, and creating investment portfolios that fit a client's risk tolerance. The company also offers tax strategies, estate planning, retirement services, and small business planning. Managing partner Steven Schmidt is a Certified Financial Planner with more than 25 years of industry experience.

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Clear Wealth logo

Clear Wealth

652 Bielenberg Drive Suite 201, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

Clear Wealth helps individuals in the Woodbury area achieve their financial goals. The firm, a franchise of LPL Financial, offers financial planning and investment management services. It helps clients by creating retirement, tax, estate, college, and 401(k) plans for their specific needs. Its team also caters to clients' life, disability income, and long-term care insurance needs. Clear Wealth's founder and wealth management advisor, Aaron Smaagaard, is a Certified Financial Planner and a Chartered Financial Consultant.

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Comprehensive Wealth Solutions logo

Comprehensive Wealth Solutions

1404 NW 7th Street, Faribault, MN 55021
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  • Certified Financial Planner (CFP)

Comprehensive Wealth Solutions serves clients in Woodbury. Its financial planners assist people in setting short-term and long-term goals, as well as selecting insurance policies and establishing estates. They also build investment portfolios that include mutual funds, stocks, annuities, and bonds. Clients can also hire the firm to help them plan for a retirement that will cover their expenses during their golden years. Its investment advisors, Jacob Cook and Brent Peroutka, are Certified Financial Planners with over 35 years of combined experience.

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Eagle Creek Financial Advisors logo

Eagle Creek Financial Advisors

1103 Falls Curve, Chaska, MN 55318
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Eagle Creek Financial Advisors helps Woodbury residents plan for their retirement. In order to create roadmaps, the firm examines its clients' financial situations, including taxes, insurance policies, mortgage bills, and bank accounts. It provides cash flow and debt management services, as well as assistance in planning for their education and estate. In addition, its team assists in matters concerning employer retirement and company benefits. Jeannie Jackson, the firm’s founder, is a Certified Financial Planner with over 23 years of experience.

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Exeter Wealth Management logo

Exeter Wealth Management

710 Commerce Dr. Ste 150, Woodbury, MN 55125
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  • Private Wealth Advisor
  • Retirement Planning

Exeter Wealth Management has been serving clients in Woodbury since 2016. It offers financial advisory services, including tax and retirement planning, charitable giving strategies, and risk management. Its clients include employees of Fortune 500 companies, pre-retirees and retirees, business owners, and investors. The company offers securities through LPL Financial and investment advisory services through Great Valley Advisor Group. Its team of financial advisors serves as the CFO for clients and works with their CPAs to grow their wealth.

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GT Financial Advisors logo

GT Financial Advisors

539 Bielenberg Drive Suite 210, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

GT Financial Advisors caters to clients in Woodbury. The company offers a wide range of financial advisory services to individuals, families, business owners, and retirees. Its financial advisors focus on financial and retirement planning, investment management, wealth management, and estate planning. The team also provides business and 401k services. The firm's founding partner, Aaron Titze, has been in the financial services industry since 1997. He previously served as president of the Woodbury Financial Services Advisor Council from 2003 to 2004.

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Hammer Advisory Services, Inc. logo

Hammer Advisory Services, Inc.

2042 Wooddale Drive #250, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Hammer Advisory Services, Inc., provides financial solutions to the Woodbury community and surrounding areas. Led by founder David Hammer, the company assists clients in planning their finances and retirement and managing investments. Hammer and his team develop plans for wills and estates, insurance needs, and retirement and create and implement strategies in utilizing Social Security benefits and crafting insurance portfolios. Hammer is a ChFC and CFP and has been in the financial services industry since 1995.

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Landmark Wealth Management Group logo

Landmark Wealth Management Group

8665 Hudson Boulevard N Suite 100, Lake Elmo, MN 55042
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Landmark Wealth Management Group provides financial advice in Woodbury. Its advisors create portfolios that guide clients in their investment decisions, assisting them in growing their resources. They assist in locating avenues for accumulating funds in preparation for a comfortable retirement. They teach people about income distribution during their retirement years. The team also handles estate, tax, and risk management planning. Todd Gillingham, a partner, has been in the industry for over three decades. He is a CFP, ChFC, and CLU professional.

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Legacy Wealth logo

Legacy Wealth

683 Bielenberg Drive, Suite 101, Woodbury, MN 55125
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  • Private Wealth Advisor

Legacy Wealth serves institutions and high net-worth individuals in Woodbury. The wealth management firm helps clients protect their assets through strategic financial and legacy planning. Its financial advisors allocate assets for maximum returns, and implement tax-efficient investments, as well as provide behavioral coaching. The fiduciary firm is able to shop around for investment and insurance products that are ideal for the client's financial goals. Founder Michael D. Brocker has over 30 years of experience. He is a Chartered Financial Consultant and Accredited Investment Fiduciary.

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Pine Grove Financial Group logo

Pine Grove Financial Group

635 Bielenberg Drive, Suite 210, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

Pine Grove Financial Group aims to help individuals and families in Woodbury attain their long-term financial goals through its financial advisory services. Its financial advisors assist with investment management, retirement planning, insurance review and selection, social security optimization, and asset allocation. Likewise, it helps clients plan for sudden wealth through inheritance management, small business sales, and large compensation consultations. The company has been included in Forbes' 2020 Top Next-Gen list, which includes 500 rising advisors who help manage over $1 trillion in client assets.

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Pursuit Wealth Management logo

Pursuit Wealth Management

652 Bielenberg Drive Suite 201, Woodbury, MN 55125
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  • Retirement Planning

Pursuit Wealth Management serves individuals and families in Woodbury and nearby areas. It educates them about the importance of preserving wealth. It works closely with clients to develop strategies for achieving their financial objectives. The company deals with investment-related matters, such as common stocks, variable annuities, treasury notes, simple and traditional IRAs, brokerage accounts, and bonds. Its specialists also provide retirement and profit-sharing assistance. One of the firm's agents, Tim Weigel, is a CFP and a ChFC.

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Sandvold Financial Group logo

Sandvold Financial Group

10900 Wayzata Boulevard Suite 100, Minnetonka, MN 55305
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  • Certified Financial Planner (CFP)

Sandvold Financial Group caters to individuals and businesses in Woodbury and the surrounding communities. The company is dedicated to understanding economic shifts and market trends, which allow it to find the best position for clients' assets. It also develops tax-efficient strategies for asset management, helps with estate and legacy planning, and deals with business owner considerations. Sandvold Financial Group gives back to the community through its involvement with the American Cancer Society, Alzheimer's Association, and Wayzata Conservancy.

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Seleskie Financial logo

Seleskie Financial

12 Long Lake Road #5, Mahtomedi, MN 55115
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Seleskie Financial caters to families, small business owners, professionals, retirees, pre-retirees, and women in transition in the Woodbury area. The firm aims to help clients manage their financial assets by providing strategies that allow them to make informed financial decisions. It also formulates plans for employee and executive benefits, long-term care, disability income, education, and special needs. Its team comprises Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, and an Accredited Estate Planner.

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St. Croix Advisors logo

St. Croix Advisors

724 Bielenberg Dr #4, Woodbury, MN 55125
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  • Certified Financial Planner (CFP)

St. Croix Advisors is an investment firm that caters to individuals, families, and retirees in Woodbury. It offers a variety of financial services to help clients prepare for their future. The company provides financial and family legacy planning assistance. Its agents also create major life event plans to protect customers from unforeseen cases like divorce and illnesses. Additionally, they handle wealth management issues. Its president, Brett Anderson. is a Certified Financial Planner and a Chartered Life Underwriter.

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The Stillwater Group logo

The Stillwater Group

1950 Northwestern Avenue Suite 106, Stillwater, MN 55082
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  • Certified Financial Planner (CFP)

The Stillwater Group serves clients in Woodbury and surrounding areas. It offers a wide range of services, from retirement planning and the creation of income distribution strategies to portfolio analysis and investment management. It also manages individual 401(k) and cash balance plans and offers risk management and alternative investments services. Its team of financial advisors specializes in assisting individuals, teachers, and school employees understand how pension benefits and social security fit into their retirement plans.

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Tradition Wealth Management logo

Tradition Wealth Management

7616 Currell Boulevard Suite 110, Woodbury, MN 55125
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  • Private Wealth Advisor

Tradition Wealth Management operates in the neighborhoods of the Woodbury metro. It provides financial advice to clients via an independent and impartial approach to financial affairs. Some of the services it offers include estate and retirement planning, cash flow and risk management, investment and tax strategies, business financial solutions, and education planning. It also caters to individuals who wish to incorporate philanthropy into their plans. Tradition Wealth Management has been serving the community for almost 20 years.

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Woodbury Wealth Management logo

Woodbury Wealth Management

2165 Woodlane Drive, Suite 104, Woodbury, MN 55125
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  • Estate Planning
  • Certified Financial Planner (CFP)

Woodbury Wealth Management caters to clients in the metro. Its team provides financial advice to help people meet current and future needs. The company creates spending plans and investment portfolios, along with selecting insurance policies to protect people and their loved ones. It also assists with setting up an estate so that beneficiaries can become financially covered even after the client's death. Company president Mark Hargis is a Certified Financial Planner and a retirement planning specialist.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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