Fiduciary advisors in Bismarck, ND

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

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.

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

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

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

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

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

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.