Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

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.

Can my financial planner help with taxes?

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).

6 Best Bismarck Financial Advisors

Capital City Wealth Management

1000 Tacoma Ave Suite #200, Bismarck, ND 58504

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Certified Financial Planner (CFP)
Retirement Planning

Capital City Wealth Management is a veteran-owned and locally owned firm that serves the residents of Bismarck and the surrounding areas. Its team of professionals provides retirement planning services, which include risk analysis, investment planning, and estate planning. It also assists clients with their Social Security and healthcare strategies. Founder Benjamin Brandt is a Certified Financial Planner. He has been featured in media outlets such as CNBC, Forbes, Business Insider, The Huffington Post, and ClarkHoward.

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Capital City Wealth Management, Inc.

600 South 2nd St. Suite #155, Bismarck, ND 58504

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Certified Financial Planner (CFP)

Capital City Wealth Management, Inc., offers advisory and planning services to the people of Bismarck and the surrounding areas. The company's founder and president, Benjamin Brandt, is a Certified Financial Planner who works with clients seeking advice and assistance for their retirement preparation. He meets clients across the country through the use of web-based technology, conducting remote consultation and finance discussions. Brandt has been featured in a number of online articles, including Forbes and Business Insider.

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Diversified Wealth Management

419 Riverwood Dr Ste 102, Bismarck, ND 58504

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Estate Planning
Retirement Planning

Diversified Wealth Management represents both small businesses and individuals throughout Bismarck. The firm provides a wide variety of services, such as estate conservation and planning, education strategies, investment advisory and management, long-term care insurance, and business planning. It extends its services to those in need of IRAs and 401(k) retirement plans. Its team of independent financial advisors also serves clients in South Dakota, Wisconsin, and Minnesota. Diversified Wealth Management is a member of the Independent Financial Advisor's Consortium.

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Fleischer & Johnson Wealth Management

919 South 7th St Suite 307, Bismarck, ND 58504

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Certified Financial Planner (CFP)

Fleischer & Johnson Wealth Management has served individuals and families in Bismarck since 2012. It delivers solutions to help clients achieve their financial goals, including retirement income, insurance, and estate planning. The company assists clients in creating a diversified portfolio that meets their financial objectives. It also counsels clients who wish to connect their assets with their principles through its biblically-based counseling and investments service. Erik A. Johnson, the firm's founding partner, is a Certified Financial Planner and an Accredited Investment Fiduciary.

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Keystone Wealth Partners

931 S. Washington St., Suite 1, Bismarck, ND 58504

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Certified Financial Planner (CFP)

Keystone Wealth Partners caters to customers in the Bismarck metro and the surrounding areas. Its team of accountants, attorneys, and financial planners helps clients build, manage, and protect clients' finances by offering various services. These include estate planning, tax planning and preparation, and wealth management. John T. Hagensen, the managing director, is a member of the Financial Planning Association. He holds different designations, such as Certified Financial Planner, Certified Estate and Trust Specialist, and Certified Tax Specialist.

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Solid Rock Financial Group

2525 E Rosser Ave Suite 4, Bismarck, ND 58501

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Certified Financial Planner (CFP)

Solid Rock Financial Group is a firm has been serving Bismarck and its surrounding communities since 2009. It educates and assists individuals in a wide variety of financial matters, including wealth accumulation and retirement distribution strategies. The planning process involves an initial consultation, unpacking clients' goals, customizing the strategies, and maximizing their portfolio. Its CEO, John Dwyer, is a recipient of the GAMA Silver International Management Award. He also serves on the field advisory board of Ohio National.

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Best Financial Advisors in Bismarck

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Financial Advisors FAQs

Capital City Wealth Management

Capital City Wealth Management, Inc.

Diversified Wealth Management

Fleischer & Johnson Wealth Management

Keystone Wealth Partners

Solid Rock Financial Group

Frequently Asked Questions

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

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

Q: Can my financial planner help with taxes?

Wrong city? Here are some nearby places: