Fiduciary advisors in Fargo, ND

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

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

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.

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

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

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.