Fiduciary advisors in North Dakota

Bismarck, North Dakota

Fortify Financial Group, LLC is an independent financial advisory firm in Bismarck, North Dakota, serving business professionals and retirees across North Dakota and beyond. The firm operates as a fiduciary and offers integrated wealth management and tax services through a four-step process: initial consultation, financial planning, portfolio management, and tax integration. The advisors hold credentials in financial planning, portfolio management, and tax preparation, and provide investment management alongside tax strategy optimization rather than product-based recommendations.

Bismarck, North Dakota

Creative Planning is an investment advisory firm in Bismarck, North Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bismarck, North Dakota

Triton Investments, LLC is an investment advisory firm in Bismarck, North Dakota. Services include Investment Management and Retirement Planning. The office is open five days a week.

Bismarck, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bismarck, North Dakota. 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. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Bismarck, North Dakota

NexGen Wealth is an independent financial advisory firm in Bismarck, North Dakota, serving clients across the United States and abroad. The firm, rebranded in 2024 under new ownership by Brady Bohl and Tyler Liffrig, offers retirement planning, business planning, estate planning, investment management, portfolio management, and risk management services. Both principals hold securities licenses (Series 7, 63, and/or 65/66) and have worked in financial services since the mid-2010s. The firm emphasizes personalized planning that evolves with clients' changing circumstances throughout their lives.

Bismarck, North Dakota

Tom Reim Agency, operating since 1979 in Bismarck, North Dakota, provides insurance planning and analysis focused on life insurance, long-term care, and annuities for individuals, farm and ranch families, and small business owners. The firm's principal, Tom Reim, holds a Securities License (since 1991) and is supported by licensed insurance agent Bill. The agency structures policies to address estate planning needs, business succession, long-term care funding, and legacy goals across North Dakota and surrounding regions.

Bismarck, North Dakota

Thrivent - Infinity Financial Advisors Bismarck is an investment advisory firm in Bismarck, North Dakota. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. 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.

Bismarck, North Dakota

Energized Retirement Planners is a financial planning firm based in Bismarck, North Dakota that integrates retirement, tax, and estate planning for clients approaching or in retirement. Led by a CFP® professional and IRS Enrolled Agent, the firm works with clients both locally and nationally to coordinate decisions across multiple accounts and advisors within a single framework. The firm serves families with substantial retirement assets and engages clients through paid planning engagements designed to examine the interconnections among income, tax, and legacy goals over multiple years.

Dickinson, North Dakota

Thrivent - Infinity Financial Advisors Dickinson is an investment advisory firm in Dickinson, North Dakota. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Fargo, North Dakota

Elevate Financial is an investment advisory firm in Fargo, North Dakota. Services include Financial Planning and 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 3.7-star rating from 3 Google reviews.

Fargo, North Dakota

Horizon Wealth Partners is an investment advisory firm in Fargo, North Dakota. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fargo, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fargo, North Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.4-star rating from 7 Google reviews.

Fargo, North Dakota

East Valley Wealth Advisors is a financial advisory firm in Fargo, North Dakota that works with investors across different backgrounds and life stages, from first-time investors to those planning retirement. The firm takes a personalized approach to financial strategy, conducting an initial consultation to understand each client's situation, goals, and risk tolerance before developing a plan. They offer ongoing monitoring and adjustments as circumstances change, emphasizing long-term relationships built on open communication.

Fargo, North Dakota

Fortify Financial Group, LLC is an investment advisory firm in Fargo, North Dakota. Services include Financial Planning, Investment Management, and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 6 Google reviews.

Fargo, North Dakota

Prime Capital Financial is an independent wealth advisory firm in Fargo, North Dakota serving high-net-worth individuals and families across regional and national markets. The firm operates on a fiduciary basis and provides financial planning and investment management services, with CERTIFIED FINANCIAL PLANNER™ professionals and dedicated relationship managers guiding clients through a collaborative discovery process before developing customized strategies. The firm serves executives, entrepreneurs, and professionals and offers a complimentary initial consultation.

Fargo, North Dakota

Fee-Only

Fjell is a fee-only financial advisory firm based in Fargo, North Dakota, serving high-net-worth families. The firm operates as a fiduciary and provides personalized wealth management advice through its proprietary planning methodology. Fjell's services encompass investment management, financial planning, and legacy planning across clients' full financial lives. The firm was recognized on the 2024 CityWire 50 Growers Across America List.

Harvey, North Dakota

Bradley Olschlager, Financial Advisor - Eagle Strategies is an investment advisory firm in Harvey, North Dakota. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Mandan, North Dakota

Kelly Jahner is a financial advisor operating under Premier Wealth Strategies in the Mandan, North Dakota area, offering financial planning with specializations in retirement planning and investment management. She works with individual clients to develop personalized financial strategies and emphasizes a transparent approach to financial guidance.

Mandan, North Dakota

Lux Wealth Advisors, based in Mandan, North Dakota, provides financial planning and insurance analysis services to clients nationwide. Founded by David Wald, the firm emphasizes a relationship-focused approach to planning that incorporates goal-setting, risk assessment, and comprehensive financial services spanning wealth management, retirement planning, insurance, estate planning, and tax planning.

West Fargo, North Dakota

NorthStar Financial Group is an investment advisory firm in West Fargo, North Dakota. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Fargo, North Dakota

Creative Planning is an investment advisory firm in West Fargo, North Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, 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.

Williston, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Williston, North Dakota. 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. The office is open five days a week. It holds a 5-star rating from 1 Google review.