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Best Financial Advisors in Woodbury

2024

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SmartAdvisor by SmartAsset

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

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
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Price: Free Consultation

Woodbury, MN

Why choose this provider?

Need help contacting a Financial Advisor in Woodbury? 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.

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: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (3)
Google
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 2209751

Investment Adviser Public Disclosure Database, SEC

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 306732

Investment Adviser Public Disclosure Database, SEC

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 (4)

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

Why choose this provider?

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.

License Verified:

License: 128314

Investment Adviser Public Disclosure Database, SEC

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
Google
4.0 / 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
1404 NW 7th Street, Faribault, MN 55021
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (7)
Google
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 304569

Investment Adviser Public Disclosure Database, SEC

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 2845370

Investment Adviser Public Disclosure Database, SEC

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 (4)

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

Why choose this provider?

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.

License Verified:

License: 1571926

Investment Adviser Public Disclosure Database, SEC

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.
4.1
Google
4.5 / 5 (6)
Yelp
3.3 / 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
652 Bielenberg Drive Suite 201, Woodbury, MN 55125
  • Retirement Planning

Why choose this provider?

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.

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 (16)

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

Why choose this provider?

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.

License Verified:

License: 308193

Investment Adviser Public Disclosure Database, SEC

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 (8)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 152914

Investment Adviser Public Disclosure Database, SEC

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

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.

  • What should those in Woodbury know about annual gift tax exclusion?

    The annual gift tax exclusion allows individuals in Woodbury to give assets to other people without incurring tax liabilities for these gifts. This strategic mechanism permits gift-related tax exemptions up to a certain amount per recipient per year. This amount, however, may vary from time to time, largely depending on inflation rates.

  • What is a spendthrift trust in Woodbury?

    A "spendthrift" trust is a legal arrangement in which the deceased continues to control their assets even after they have passed away. Their assets will only be distributed to their heir/s at a specific time or when certain conditions have been met. Financial advisors in Woodbury can assist you in establishing this kind of trust, which is often preferred by grantors who have concerns that their beneficiaries may mishandle their inheritance.

  • How will the Inflation Reduction Act of 2022 impact individuals in Woodbury?

    The Inflation Reduction Act of 2022 provides individuals buying health insurance in the Affordable Care Act Marketplace a three-year extension on the enhanced subsidies, which were provided during the COVID-19 pandemic. This means that individuals in Woodbury can expect lower contributions toward their healthcare premiums and premium tax credits for households with certain income will be extended. Specifically, families will not be required to pay over 8.5% of their household income until 2025.

  • How can individuals in Woodbury avoid spending over budget during the holiday season?

    Coming up with a plan is always the first thing to do to avoid overspending during the holiday season. Financial advisors advise that individuals in Woodbury factor in every possible thing—including the not-so-obvious details, such as delivery tips, as these can add up quickly. A second tip is to buy gifts early—even ahead of the holiday season. Lastly, always track expenses closely. Keep the receipts and check how the prices compare to the established budget.

  • How do stocks perform when there is a recession in Woodbury?

    The Standard and Poor's 500, or simply the S&P 500, is a stock market index that is also among the most commonly followed equity trackers. Before a recession hits the country, this usually shows a robust economy and increasing stock prices. However, during a recession, the S&P 500 shows a significant drop in stock prices, as well as a decline in corporate earnings and consumer spending. After a recession, the stock market index often displays signs of recovery. Working with a financial advisor in Woodbury can help you better understand the ebb and flow of investing in stocks.

  • 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.

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