Fiduciary advisors in Bloomington, MN

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.