Fiduciary advisors in Burnsville, MN

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.

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

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

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.