Fiduciary advisors in Woodbury, MN

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.

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.