49 North Advisors &Partners

Detroit Lakes, Minnesota

Call (218) 530-1101 Visit website →

About

49 North Advisors & Partners, based in Detroit Lakes, Minnesota, provides financial planning and investment management services led by Phil Gilbert, a CFP® with degrees in accounting and finance. The firm serves business owners, farmers, and families seeking comprehensive planning and long-term investment strategies tailored to individual goals and risk tolerance, with flexible delivery including virtual and in-person meetings. Client assets are held in custody at Fidelity National Financial Services, and the firm partners with &Partners to deliver wealth management services with an emphasis on personalized planning rather than short-term trading.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-3PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

Other advisors in Detroit Lakes

NAVAR Financial

Mora, Minnesota

NAVAR Financial is a financial advisory firm with offices in Mora, Rochester, and North Mankato, Minnesota. The firm offers comprehensive financial planning, cash flow management, insurance and risk planning, retirement planning, and education planning services. Their stated approach involves understanding clients' personal situations and goals, developing strategic plans to address them, and conducting regular reviews to adjust for life and market changes.

View details
0 selected
Compare →