Fiduciary advisors in Minnesota

Albert Lea, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 2-star rating from 1 Google review.

Albert Lea, Minnesota

Fountain Wealth Advisors is an investment advisory firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Alexandria, Minnesota

Wealth Enhancement Group is an investment advisory firm in Alexandria, Minnesota. Services include Financial Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Alexandria, Minnesota

Gotto Wealth Partners is a financial advisory firm located in Alexandria, Minnesota, offering financial planning, investment management, and insurance analysis services. The firm works with clients individually to develop investment strategies based on their risk tolerance, time horizon, and objectives, emphasizing transparent communication throughout the planning and execution process. They take a proactive approach to helping clients address financial goals and anticipate potential challenges.

Alexandria, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Alexandria, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Andover, Minnesota

Cedrus Wealth Group provides financial planning, tax planning, family office and business solutions, estate and trust services, and insurance guidance from its Andover, Minnesota office. The firm uses a five-step process—Understand, Organize, Preserve, Align, and Grow—to structure client relationships around personal values and evolving financial needs. Services span wealth protection, legacy planning, and navigation of complex financial situations.

Austin, Minnesota

Integrity Wealth is a wealth management firm serving the Minneapolis–Saint Paul area and nationwide, offering financial planning and investment management to individuals and families across life stages. The firm operates on both commission-based and fee-based (assets under management) models, with advisors holding various credentials and functioning as fiduciaries. Services include developing customized financial plans, identifying and managing risk within investment portfolios, and periodic plan reviews typically conducted annually. The practice emphasizes client-focused service with over 40 years of combined advisor experience.

Baxter, Minnesota

Wealth Enhancement Group is an investment advisory firm in Baxter, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bemidji, Minnesota

Golden State Equity Partners is an investment advisory firm in Bemidji, Minnesota. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Bemidji, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bemidji, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bloomington, Minnesota

Credent Wealth Management - Bloomington, MN is an investment advisory firm in Bloomington, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bloomington, Minnesota

Inspire Financial Services is a fiduciary advisory firm in Bloomington, Minnesota, founded by Stephen Pascoe, that offers financial planning, investment management, retirement income planning, tax strategy, and estate planning services. The firm focuses on retirees and individuals within five years of retirement, emphasizing a planning-first approach that coordinates income, taxes, and investments rather than relying primarily on investment performance reporting. Stephen Pascoe has over a decade of experience in financial services and integrates tax efficiency, Social Security optimization, and risk management into personalized retirement strategies. The firm conducts initial planning conversations with prospective clients to assess fit and then develops comprehensive financial plans with ongoing guidance as circumstances change.

Bloomington, Minnesota

TruMix Advisors is a fiduciary, fee-only financial planning and investment management firm based in Bloomington, Minnesota, founded by Stacey Stelter, Grant Meyer (CFP®), and Tyler Engbrecht (CFP®), with additional advisor Kevin O'Laughlin (CFP®) and operations specialist Heather Kampf. The firm provides personalized financial planning services with a values-based approach and maintains a pro bono program called Equality for Advice to serve individuals with limited financial resources.

Bloomington, Minnesota

iWealth is a financial advisory firm based in Bloomington, Minnesota, serving individuals, families, and businesses with personalized financial planning services. The firm has been operating for approximately 18 years and works with clients across the region, including the Waseca area. iWealth's advisors provide holistic financial planning aligned with clients' goals, including investment management and retirement planning.

Burnsville, Minnesota

Wealth Enhancement Group is an investment advisory firm in Burnsville, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Burnsville, Minnesota

Sentient Wealth Group is a fee-based fiduciary advisory firm in Burnsville, Minnesota, operating for over 25 years. The firm serves clients aged 50 and over as well as those undergoing major life transitions, offering integrated financial planning that encompasses retirement income strategy, tax planning, estate planning, investment management, insurance review, and education funding. The practice employs a four-step process centered on understanding client priorities and values, then building and maintaining a personalized plan that adapts to changing circumstances. Services include cash flow analysis, charitable giving strategy, and coordination with legal and tax professionals.

Burnsville, Minnesota

Kirkland Financial Advisers, established in 1997 and located in Burnsville, Minnesota, offers financial planning services through a straightforward approach emphasizing comprehensive planning and portfolio management. The firm's team includes co-founder Tim Bovey (ChFC, CASL, CLU) and Chuck Scheinbaum, and operates through partnerships with registered investment advisers and broker-dealers. Advisory services are provided through Aspire Capital Advisors LLC, and the firm emphasizes long-term planning cycles informed by economic indicators rather than short-term investment trends.

Burnsville, Minnesota

Haven Financial Group, based in the Minneapolis-St. Paul area, offers financial planning and retirement planning services along with specialization in long-term care strategies, Medicare planning, tax planning and preparation, and estate planning. The firm works with clients to develop and implement personalized financial recommendations across multiple planning disciplines, serving families in the region.

Chisago City, Minnesota

Independent RIA

Lions Wealth Management is an independent RIA based in Chisago City, Minnesota that offers investment management, retirement planning, and wealth management services alongside insurance analysis. The firm addresses affluent clients and business owners through a range of planning disciplines including tax mitigation, cash flow analysis, charitable gifting, business succession guidance, and wealth transfer strategies.

Cloquet, Minnesota

Split Rock Private Trading and Wealth Management is a fee-only registered investment advisor in Cloquet, Minnesota, specializing in discretionary portfolio management, retirement plan administration, financial planning, and tax planning. The firm operates under a fiduciary standard with no affiliations to broker-dealers, insurance companies, or banks, and employs a team of credentialed advisors including a CFP®, ChFC®, and AIF® with over 170 years of combined industry experience. The firm emphasizes proactive investment strategies tailored to individual risk tolerance and goals, with an approach centered on managing downside risk and utilizing low-cost investment vehicles.

Delano, Minnesota

Harvest Financial Services is a financial advisory firm based in Delano, Minnesota that works with clients across various life stages. The firm emphasizes individualized attention in developing financial strategies and takes a proactive approach to addressing client goals and challenges. Rather than applying a single strategy uniformly, the firm tailors its services by drawing on diverse backgrounds and experience to inform recommendations.

Detroit Lakes, Minnesota

Independent RIA

Justin Skarie Agency - COUNTRY Financial is an independent ria firm in Detroit Lakes, Minnesota. It acts as a fiduciary. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 34 Google reviews.

Detroit Lakes, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Detroit Lakes, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Detroit Lakes, Minnesota

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.

Duluth, Minnesota

Barry Bigelow - Financial Advisor at Farther is an investment advisory firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Duluth, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Duluth, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Duluth, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning.

Duluth, Minnesota

Thrivent Financial – Duluth is an investment advisory firm in Duluth, Minnesota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Duluth, Minnesota

Insurance-Based

Herried Financial Strategies LLC, based in Duluth, Minnesota, is an insurance-focused financial advisory firm founded and led by Eric P. Herried, a CFP® and ChFC® credential holder with over 20 years of industry experience. The firm provides financial planning and insurance analysis services, with particular emphasis on retirement planning and a process that begins by understanding each client's financial background and values. The firm characterizes its approach as ongoing financial planning aimed at clarifying goals and aligning financial decisions with what matters most to clients and their families.

Duluth, Minnesota

Lake Rock Wealth Management is an investment advisory firm in Duluth, Minnesota. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Eden Prairie, Minnesota

Strategic Wealth Group, founded in 2001 and based in Eden Prairie with an additional office in Lino Lakes, Minnesota, provides financial planning, investment management, and tax planning services to families, business owners, young professionals, and retirees across the United States. The firm operates as an independent fiduciary in advisory relationships and employs a research-based investment process that considers clients' time horizons and risk tolerance. The practice specializes in retirement, tax, and estate planning and uses systematic documentation and current investment research software to inform its strategies.

Eden Prairie, Minnesota

Wealth Enhancement Group is an investment advisory firm in Eden Prairie, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Edina, Minnesota

Boulevard Wealth Management is a fee-based financial advisory firm founded in 2010 and headquartered in Eden Prairie, Minnesota, operating as a fiduciary across investments, insurance, tax, and estate planning. The firm serves individuals, families, business owners, and those in transition through comprehensive financial planning (charged on a flat-fee basis) and portfolio advisory services, with a $100,000 minimum for investment management that may be waived for younger professionals. Leadership includes founders with CFP and CFA credentials, plus additional credentialed partners (CLU, CASL, ChFC) brought through strategic mergers that expanded the firm's service capabilities while maintaining its client-first approach.

Edina, Minnesota

The Haddorff Team is a financial advisory firm in Edina, Minnesota, founded in 1982 by Bob Haddorff and now operated across three generations including his son Ryan and grandson Luke. The firm provides financial planning, retirement planning, portfolio management, insurance planning, and education planning services, emphasizing straightforward advice grounded in client relationships and personal service. The team includes advisors with combined decades of experience in financial services, and operates with stated values centered on integrity, transparency, and customer service.

Edina, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Edina, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fairmont, Minnesota

Triple H Financial Services is a financial advisory firm based in Fairmont, Minnesota, founded by Jacob Hartke, a Chartered Retirement Planning Counselor (CRPC®) with a degree in Financial Economics from Gustavus Adolphus College. The firm provides financial planning services including retirement planning, college funding, investment guidance, and estate planning, with an emphasis on personalized strategies aligned to individual client circumstances. Jacob Hartke and client service associate Melanie Van Egdom, who has more than 30 years of experience, serve clients in the local community with a focus on comprehensive retirement income assessment and tax planning.

Grand Rapids, Minnesota

Wealth Enhancement Group is an investment advisory firm in Grand Rapids, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Grey Eagle, Minnesota

Magnifi Financial is a member-owned credit union based in Grey Eagle, Minnesota, that provides financial guidance and debt management services through local advisors. The institution operates on a not-for-profit model and has received multiple community awards and recognition, including being named the #1 Credit Union in Minnesota by Forbes. Members can access financial planning assistance, mortgage lending, and various deposit and loan products, with the organization emphasizing personalized service and community involvement.

Hastings, Minnesota

Keene Wealth Management, based in Hastings, Minnesota, offers investment management and wealth planning services led by founder Luke Keene, who holds CFP®, ChFC®, CLU®, and RICP® credentials and brings over 17 years of financial planning experience. The firm specializes in retirement planning, portfolio management, and tax-conscious wealth strategies, beginning client relationships with detailed goal-setting conversations before conducting financial analysis and developing ongoing investment recommendations. The firm employs a long-term investment approach that aligns portfolio risk with client objectives while monitoring market and economic conditions.

Hermantown, Minnesota

Thrivent Financial - Northland Group is an investment advisory firm in Hermantown, Minnesota. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Holdingford, Minnesota

Magnifi Financial is a member-owned credit union headquartered in Holdingford, Minnesota, that offers financial guidance and debt management services through local advisors. The institution operates on a not-for-profit basis and has received multiple regional awards for credit union services, mortgage lending, and financial planning. Members can access financial planning assistance to help evaluate options and work toward personal or business financial goals.

Hopkins, Minnesota

Clarity Financial is an investment advisory firm in Hopkins, Minnesota. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Lake Elmo, Minnesota

Beacon Pointe Advisors is an investment advisory firm in Lake Elmo, Minnesota. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 26 Google reviews.

Lakeville, Minnesota

Insurance-Based

Kerry Matthews, Agent - New York Life is an insurance-based firm in Lakeville, Minnesota. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lakeville, Minnesota

Michael Rebischke is a financial advisor in Lakeville, Minnesota who provides financial planning and investment management services with a focus on retirement planning. He works with clients across different life stages to develop personalized strategies aligned with individual circumstances and risk tolerance. His approach emphasizes understanding each client's situation, goals, and values before recommending a course of action, with an emphasis on ongoing communication and relationship-building.

Mankato, Minnesota

iWealth is a financial advisory firm based in Mankato, Minnesota, serving individuals, families, and businesses. The firm provides personalized financial planning and investment management, with a client base that includes retirees and professionals from the University of Minnesota area. With a presence in the region spanning nearly two decades, iWealth manages client portfolios across diversified investment vehicles to support long-term retirement and financial independence objectives.

Mankato, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mankato, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.3-star rating from 6 Google reviews.

Mankato, Minnesota

Waypoint Wealth Strategies is a financial advisory firm in Mankato, Minnesota, serving individuals and families with personalized investment management and financial planning. The firm offers investment services across traditional securities, retirement accounts, college savings plans, trust accounts, and alternative investments through a partnership with DAI Securities as broker-dealer. Additional services include guidance on 1031 exchanges, estate planning coordination, business retirement plan administration, and insurance needs assessment.

Maple Grove, Minnesota

Twin Cities Wealth Strategies is a fee-only, independent financial advisory firm in Maple Grove, Minnesota, serving millennials and Gen X professionals, small business owners, and entrepreneurs with over 20 years of industry experience. The firm operates as a sworn fiduciary and offers comprehensive financial planning, investment management using evidence-based strategies, tax planning and preparation, retirement and Social Security optimization, estate planning, business planning, and exit planning services. The firm also provides digital asset advisory services and specializes in helping clients align financial decisions with personal values and goals.

Maple Grove, Minnesota

Carson Wealth is an investment advisory firm in Maple Grove, Minnesota. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open three days a week. It holds a 5-star rating from 5 Google reviews.

Marshall, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Marshall, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Mendota Heights, Minnesota

HUNTERGROUP is an investment advisory firm in Mendota Heights, Minnesota. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mendota Heights, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mendota Heights, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office is open five days a week. It holds a 3.6-star rating from 8 Google reviews.

Minneapolis, Minnesota

LPL Financial is an investment advisory firm in Minneapolis, Minnesota. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Minneapolis, Minnesota

PRG Financial in Golden Valley provides retirement planning, investment management, estate planning coordination, and insurance analysis. The firm is led by Craig Rudd, a financial advisor since 1996 with a finance degree from Bemidji State University, along with other LPL-registered representatives and licensed insurance agents. The team works with clients on long-term financial strategy and tax considerations, offering free initial consultations to review existing arrangements.

Minneapolis, Minnesota

Creative Edge Group is a fee-based financial planning firm in Minneapolis that offers comprehensive wealth management services including investment management, tax strategy, retirement planning, estate planning, and business planning. The firm operates with no minimum asset requirements and adheres to fiduciary standards, charging transparent fees with no sales quotas or product commissions. Their engagement process begins with complimentary consultations focused on understanding client priorities before presenting a financial plan preview and fee proposal. Ongoing service includes regular strategy sessions, on-demand advisor access, investment management, and coordination with other professional service providers.

Minneapolis, Minnesota

Wold Financial, LLC is an investment advisory firm in Minneapolis, Minnesota. Services include Financial Planning and Insurance Analysis. Appointments are required. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Minneapolis, Minnesota

Delk Financial LLC is an investment advisory firm in Minneapolis, Minnesota. Service options include online appointment booking. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.

Minneapolis, Minnesota

NorthRock Partners is an investment advisory firm in Minneapolis, Minnesota. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Minneapolis, Minnesota

Nepsis, Inc. is a Minneapolis-based financial advisory firm offering estate planning, financial planning, investment management, tax planning, and insurance analysis. The firm serves high-net-worth individuals and families, with particular expertise in estate planning strategies such as trusts, charitable giving structures, and business succession planning. The company uses a proprietary planning process called the Clarity Roadmap and includes Malia Haskins as Vice President of Estate Planning among its team.

Minneapolis, Minnesota

Four Points Advisory LLC is an independent insurance and investment advisory firm based in Minneapolis serving individuals and small business owners across Minnesota since 2012. The firm offers financial planning, investment management, retirement planning, and insurance analysis on a fee-based model, charging monthly fees on assets under management for advisory clients while earning commissions on insurance products. The principal, Chuck Taylor, holds designations including AIF® and CRPS®, and the firm maintains fiduciary duty for investment advisory services through broker-dealer World Equity Group Inc. (FINRA/SIPC member). Four Points specializes in retirement plan design for small businesses and provides access to institutional products and advanced strategies for accredited investors.

Minneapolis, Minnesota

Kowalski Financial is a registered investment advisory firm in Minneapolis offering estate planning, investment management, tax planning, and small business services. The firm, founded in 2019 by Marc Kowalski (CFP®), provides personalized financial planning alongside retirement income planning, insurance and risk management, and succession planning for business owners. The team includes CFP® and securities-licensed professionals who develop long-term planning relationships with clients and adjust strategies as life circumstances and market conditions change. Kowalski Financial operates on a relationship-based model, offering an initial complimentary planning meeting to prospective clients.

Minnetonka, Minnesota

Wealth Enhancement Group is an investment advisory firm in Minnetonka, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Montevideo, Minnesota

MJT & Associates Financial Advisory Group is an investment advisory firm in Montevideo, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

New Brighton, Minnesota

Delich Wealth Management provides investment management and wealth management services to clients in New Brighton, Minnesota. The firm emphasizes a relationship-based approach grounded in understanding client priorities, risk tolerance, and specific objectives through goals-based planning. Their process involves customized financial planning designed to address individual client needs and circumstances.

Plymouth, Minnesota

Fee-Only

Phillip James Financial is a fee-only fiduciary advisory firm in Plymouth, Minnesota, offering investment management, tax planning and preparation, retirement planning, and comprehensive financial planning services. The firm charges fees starting at 0.50% with no long-term commitments and builds personalized plans aligned with clients' goals and risk tolerance, actively monitoring and adjusting diversified portfolios as needed. As a fee-only practice, the firm receives compensation directly from clients rather than through commissions, and handles plan creation, portfolio alignment, investment monitoring, and tax strategy implementation.

Plymouth, Minnesota

Wealth Enhancement Group is an investment advisory firm in Plymouth, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.

Plymouth, Minnesota

Encore Financial is an investment advisory firm in Plymouth, Minnesota. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Prior Lake, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Prior Lake, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Prior Lake, Minnesota

ProsperLane Financial is an investment advisory firm in Prior Lake, Minnesota. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Rochester, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Rochester, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Rochester, Minnesota

Sequoia Financial Group is an investment advisory firm in Rochester, Minnesota. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Rochester, Minnesota

EFS Advisors' Rochester team provides financial planning, investment management, and insurance analysis with a focus on retirement planning and educator clients in Southeast Minnesota. The firm serves clients across retirement, savings, insurance, college funding, and debt management, and monitors employer-sponsored retirement plans on an ongoing basis. The team includes advisors with backgrounds in education and financial services, including one with over 20 years of teaching experience.

Rochester, Minnesota

Wealth Enhancement Group is an investment advisory firm in Rochester, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Rochester, Minnesota

RoundTable Wealth Partners, based in Rochester, Minnesota, offers financial planning, investment management, and insurance analysis services. The firm provides guidance across individual and business retirement plans, investment advisory programs, education savings strategies, and insurance planning, along with resources designed to support clients' financial education.

Roseville, Minnesota

RFK Investments LLC is an investment advisory firm in Roseville, Minnesota. Services include Retirement Planning.

Sartell, Minnesota

Nate Bosek, CFP® - Financial Advisor at Farther is an investment advisory firm in Sartell, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sartell, Minnesota

Wealth Enhancement Group is an investment advisory firm in Sartell, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Cloud, Minnesota

Raymond James & Associates is an investment advisory firm in St Cloud, Minnesota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St Cloud, Minnesota

Creative Planning is an investment advisory firm in St Cloud, Minnesota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 70 Google reviews.

St Cloud, Minnesota

Laraway Financial Advisors (LFA) is a Saint Cloud, Minnesota–based firm offering financial planning and investment management services, with particular focus on retirement planning. The firm works directly with clients to develop investment strategies aligned with their risk tolerance, time horizon, and objectives, emphasizing transparent communication throughout the process. The team includes a President/CEO, Vice President/COO, and multiple financial advisors; leadership holds Series 6, 7, and 63 securities licenses along with insurance credentials. LFA is located at 1219 33rd Street South, Saint Cloud, MN 56301.

St Louis Park, Minnesota

Affiance Financial is an independent financial planning firm in the Minneapolis area that serves clients across different ages and backgrounds. The firm offers financial planning, investment management, and wealth management services, including retirement income planning, concentrated stock position management, estate planning, risk management, tax planning, and education savings coordination. Their stated approach uses a process called the Affiance Advantage, designed to address clients' financial goals across multiple life areas.

St Paul, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in St Paul, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

St Paul, Minnesota

Lee Stoerzinger Wealth Management is a privately held financial planning and investment management firm based in St. Paul, Minnesota that incorporates clients' personal values into wealth strategy. The firm provides financial planning and portfolio management services while emphasizing personalized attention to individual circumstances, including tax considerations and non-financial priorities. Their stated approach integrates financial planning with broader life elements and focuses on account consolidation and wealth simplification.

St Paul, Minnesota

CAPTRUST is an investment advisory firm in St Paul, Minnesota. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Paul, Minnesota

Unique Business Solutions is an investment advisory firm in St Paul, Minnesota. Services include Tax Planning. The firm specializes in Small Business. Service options include onsite meetings and online appointment booking. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

St Peter, Minnesota

Aligned Wealth Planning Group is an investment advisory firm in St Peter, Minnesota. The office has a wheelchair-accessible entrance.

St Peter, Minnesota

Freedom Financial Planning is a financial advisory firm based in St. Peter, Minnesota, offering financial planning, insurance analysis, and investment management services. The firm serves individuals and families, farm families, and small business owners, with services spanning retirement planning, estate planning, risk management, cash flow management, and employee benefits. As a member firm of Valmark Financial Group, Freedom Financial Planning operates under fiduciary principles and emphasizes transparent communication and client-centered decision-making.

Stillwater, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stillwater, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Thief River Falls, Minnesota

Kaylee St Germain - Thrivent Financial is an investment advisory firm in Thief River Falls, Minnesota. Services include Estate Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 1 Google review.

Thief River Falls, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Thief River Falls, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Thief River Falls, Minnesota

5 Stone Financial Group, led by Drew Erickson in Thief River Falls, Minnesota, offers financial planning services centered on retirement preparation. The firm serves empty nesters, skilled trades workers, retirees, and families, and emphasizes a planning process called the Back 9 Blueprint that focuses on clarity and direction rather than products or predictions. Founded in 2021, the firm operates with a stated approach grounded in client-first stewardship, long-term thinking, and legacy planning, supported by a team that includes operations and Medicare specialization.

Waconia, Minnesota

Upstream Financial Advisors is a fee-only fiduciary firm in Waconia, Minnesota that offers retirement planning, investment management, and in-house tax preparation services. The firm works with a limited client base and emphasizes holistic financial planning supported by over 30 years of combined financial and tax expertise. Upstream operates with transparent fee structures, no commissions or hidden fees, and provides direct client access with formal annual reviews and ongoing monitoring of financial progress.

Waite Park, Minnesota

LPL Financial - Michael D. Trnka is an investment advisory firm in Waite Park, Minnesota. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Waseca, Minnesota

iWealth is a financial planning firm based in Waseca, Minnesota, serving individuals, families, and businesses. The firm provides personalized financial planning and investment management services, with client testimonials indicating a long-standing presence in the area since at least 2007. iWealth maintains a 4.4-star rating on Google based on seven reviews.

Wayzata, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wayzata, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Wayzata, Minnesota

Summit Trail Advisors provides financial planning and investment management services to ultra-high-net-worth individuals and families in Wayzata, Minnesota. Operating as an outsourced family office, the firm coordinates clients' financial teams to address complexities related to generational wealth, including estate planning, tax strategies, family governance, and philanthropic planning. The firm serves clients managing significant wealth across multiple asset types and family dynamics.

Wayzata, Minnesota

Independent RIA

Fiat Wealth Management is an independent, fiduciary-registered investment advisor based in Wayzata, Minnesota, serving families across the United States. The firm provides financial planning, retirement planning, tax planning, and insurance analysis, with particular expertise in retirement distribution strategy, investment management, and tax strategy. Having worked with over 500 families in more than 35 states, the firm emphasizes intentional planning that structures each asset to support specific retirement objectives.

Winona, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Winona, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Woodbury, Minnesota

Wealth Enhancement Group is an investment advisory firm in Woodbury, Minnesota. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Woodbury, Minnesota

GFC Planning is an independent financial advisory firm in Woodbury, Minnesota, offering personalized financial planning and investment management services. Founded by a combat-decorated Army veteran with 15 years in the industry, the firm operates on principles it identifies as trust, discipline, and service to others. The firm provides financial planning and investment solutions to clients navigating retirement, life transitions, and personal financial strategy, operating under fiduciary duty.

Woodbury, Minnesota

Legacy Ascent Wealth, based in Woodbury, Minnesota, provides financial planning, investment management, and retirement planning services with a focus on coordinating retirement income, investments, taxes, insurance, and estate decisions. The firm employs a structured planning process including cash-flow modeling, tax-bracket analysis, Social Security optimization, and sequence-of-returns stress testing, and holds the Retirement Income Certified Professional designation. The practice works with clients approaching or in retirement, using detailed written strategies and long-term relationships rather than generic projections.

Woodbury, Minnesota

Tradition Wealth Management, based in Woodbury, Minnesota, offers investment management and wealth planning services to individuals, families, and business owners. The firm operates as a fiduciary and employs advisors with credentials including CFP®, ChFC®, CLU®, and CPCU® designations, along with specialists in retirement planning, tax-efficient asset allocation, and multigenerational planning. The practice emphasizes a client-centric approach that coordinates with estate attorneys and CPAs to align financial strategies with client goals and values.