We Have Listed The Top 10 Financial Advisors In Minneapolis To Help You Choose The Best Professional For Your Needs.
Firmly grounded in foundational values, and focused intently on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years. Our approach to wealth management surrounds you with a collaborative team who apply their expertise to integrate the financial disciplines, simplify your life, and provide peace of mind. Our disciplined investment philosophy is based upon academic research and the belief that markets are efficient. It is designed to remove emotion, mitigate risk, capture global market returns and drive the success of your wealth management plan. Finally, our objective, fee-based structure guarantees independent insight, and an ethical, transparent relationship. We’re proud of the fact that our perspective and approach have earned Carlson Capital Management a reputation for performance and fiduciary responsibility. Perhaps even more rewarding is the knowledge that our hard work and unwavering principles have earned us the trust of our valued clients. Read our biographies and check out our videos below to learn more about the team whose steadfast commitment is to work on your behalf.
Address: 12100 Singletree Lane - Suite 175 Eden Prairie, MN 55344
Phone: 952-303-6715
Brown Wealth Management is an independent, Fee-Only financial planning and investment management firm serving Minneapolis, MN and has been named a Twin Cities Five Star Wealth Manager for multiple years. The Brown Wealth Management team follows a fee-only, fiduciary standard, providing holistic and values-based financial planning to a select group of successful business owners and professionals. We have offered objective financial planning and investment advice around Minneapolis, MN since 2002. We take the time to understand what is important to YOU and help create a plan that is aligned with your purpose and goals. We are never paid commissions or referral fees. We don’t sell you loaded mutual funds or whole life insurance or other products that are not in your best interest. Our focus is on you. Our services encompass far more than just investment advice. We take a holistic look at your financial situation, offering comprehensive guidance designed to help you live a life in tune with your values and purpose. To do that, we offer several levels of service. - Creation of a lifetime written financial plan - Retirement Planning - Family Business Planning - Cash Flow Planning - Tax Planning - Insurance Planning - Estate Planning - Charitable Giving Planning - Professional portfolio management - Integrated investment and tax planning These services can be customized to address your needs and circumstances.
Address:
Phone: 612-746-5300
Website: https://www.ameripriseadvisors.com/team/minneapolis-wealth-advisors/
We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in: "Unbiased, puts my interest first" "Investment ideas knowledgeable, timely, and tactical" "Offers personal financial advice" Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Our team is dedicated to helping our clients find confidence through financial planning that is personalized to their goals. That’s why we’re thrilled to announce that Dan Polson has been named to the Forbes Top Next-Generation Wealth Advisors list for 2021; and Mark Joern, has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Minneapolis Wealth Advisors are proud to work with Dan and Mark every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment and care. Thank you to all of our loyal clients – we are honored to be part of your lives.
Address: 701 4th Avenue South Suite 1710 Minneapolis, MN 55415
Phone: 612-347-7809
Box Financial Advisors will bid a farewell to 701 4th Ave South, and move forward into our new space at AT&T Tower later this year. The vision for this new space is to: “Rewind into the Future.” Our desire is to move forward while bringing the best aspects of the past with us. Experience, specifically the physical environment: Sometimes doing virtual work and meetings are convenient and helpful; however, there are a lot of moments where we are trying to make significant decisions and it is hard to do so at home with the dog barking at the squirrels. That’s why we believe it’s important to meet and work in a space that is specifically designed to have meaningful discussions. This will result in the most thoughtful decisions about you, your family, and your wealth. Personalized Attention: Automation in this world has been nice and at times very efficient … until it doesn’t work and we can’t find anyone to help us figure out how to get what we need. Our goal is to create a space so that when you come in and interact with our firm you feel as though you are the only one we are caring for, and we understand all of your unique needs. Energy of the Firm: we believe in the old saying “Teamwork makes that dream work.” Unfortunately, we have found there is a significant loss of energy and excitement when the team is virtually fragmented, which is why this new space is going to be set up in a way that allows our teams to work collaboratively in new and exciting ways. Our desire is to foster creative ideas on how we can serve you in an Exceptional way.
Address: 8 Pine Tree Drive Suite 125 Arden Hills, MN 55112
Phone: 651-287-3712
Website: https://www.pitzlfinancial.com/
At Pitzl Financial, success is defined by you, and based on how you choose to use your resources to reach the personal milestones in your life. Effective financial planning requires an ongoing commitment to the process of planning. Your life goals dictate the focus of our relationship and we adjust our planning process to you, not the other way around. Great planning ensures that you have resources available to accomplish the goals you are trying to reach, weather the surprises that you will face, or plan for the life transitions you will experience in the years ahead. Instead of worrying about dollars and cents, you can focus your energy on the personal needs of you and your family. We deliver the personal touch of a boutique firm with the resources and expertise of industry giants. We view our client relationships as partnerships working on a common set of goals. Our role is to bring a genuine curiosity about you, your family, interests, goals and concerns…and weave them all into one cohesive plan. We are an independent, fee-only financial planning and investment management firm, and we stand for everything Wall Street does not. We offer a refreshing, modern spin on the financial planning process in conjunction with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. As a fee-only firm, we do not sell products, nor do we accept any third-party compensation of any kind. Our allegiance lies solely with you. We believe in a team approach to financial planning and investment management. We invest heavily in our team, our technology, and our education. As the need for specific products or services arises, we will either work with your existing advisors (insurance agents, attorneys, accountants, bankers, mortgage brokers) or introduce you to folks we know and trust to assemble a cohesive, trusted team of experts working together as Your Personal Boardroom™.
Address: 3600 Minnesota Drive Suite 860 Edina, MN 55435
Phone: 952-896-5700
Website: https://www.silveroakwealth.com/
We believe that providing competent and thoughtful financial advice can only be accomplished by thoroughly understanding your personal values, beliefs and life goals. There are many paths to financial well-being. We collaborate with you and your other professional advisors to create a customized plan that provides for you and for the people and causes that you cherish – now and in the future. We call it a Plan to Live Well. As trusted advocates and guides, we welcome our fiduciary duty to put your interests first and are committed to providing wisdom and direction that will make a meaningful difference in your life. We help you simplify your financial life and provide proven strategies to mitigate the economic impact of life’s challenges. Life will never be worry-free, but you can enjoy the financial freedom, meaning and fulfillment that comes along with a prudent financial plan now and in the future. Just as no two snowflakes are alike, our clients are all unique. Each person or family has a different financial story, distinct hopes and dreams and a very personal definition of success. It’s not just about the numbers. It is about so much more. We are privileged and honored to be part of our clients’ lives, and we treat each relationship with professionalism, care and personal attention. We recognize that great relationships don’t just happen; they require time, collaboration and commitment. It’s important for us to know as much about you as possible because your life history influences your financial goals and dreams today and into the future. It is critical that we comprehend what is important to you, what keeps you up at night, and the legacy you want to leave. We collaborate with you to create and implement a plan that integrates your personal values, beliefs and aspirations. One of the many benefits of financial freedom is knowing that you are prepared for life’s unexpected challenges. Confident that you have carefully considered all aspects of your financial situation, you can experience life to its fullest and enjoy the people, places and causes that are important to you. True wealth isn’t only about having enough money; it’s about having options and the opportunity to live the life you envision.
Address: 8500 Normandale Lake Boulevard, Suite 450, MinneapolisMN 55437
Phone: 952-844-0995
Website: https://jnba.com/
At JNBA, we strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. JNBA is an independent fee-only wealth management firm that works exclusively for you, not a securities group. For over 40 years, we’ve operated from a simple, fundamental belief: If you want to be a personal trusted advisor, you can’t take money from the people who sell investment products. You have to be 100% focused on your clients’ values, interests, and long-term goals. That’s why we don’t make commissions or apply hidden fees. That’s why we are committed to an advice driven by advocacy® approach to deliver a higher standard of service. That’s why our JNBA Advisory Team is dedicated to being our clients’ irreplaceable partners. And that’s why we’ve earned a 96%+ client retention rate since tracking began in 2001. Your life is busy. You have goals, aspirations, and many obligations. You need someone you can trust–someone who can focus on your total financial well-being.
Address: 683 Bielenberg Dr., Suite 208 Woodbury, MN 55125-1705
Phone: 651-478-4644
Website: https://www.ballastadvisors.com/
At Ballast Advisors, our team of specialists and advisors in Minnesota or Florida will work together on your behalf to create a comprehensive plan for your financial goals. We utilize a personalized approach to financial planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management. We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning for your goals. The first step in our investment strategy is getting to know our clients- to understand their dreams, goals and create a complete picture of their financial situation. This comprehensive approach to discovery and assessment is integral to the way we do business. Only when we have a true understanding of a client’s needs and goals can the investment process begin. Building on that foundation, we recommend strategies and investments that are in alignment with our client’s goals while managing risk. Schedule your free Financial Planning consultation today! Are you looking for a certified financial advisor in the Minnesota or Florida area? Fill out the contact form and our team will link you to an advisor in one of our offices in St. Paul, MN, Woodbury, MN or Punta Gorda, FL.
Address: 3300 Edinborough Way, Suite 610 Edina, MN 55435
Phone: 952-885-9088
Website: https://www.birchwoodfp.com/
Birchwood Financial Partners is a fee-only financial planning and investment management firm founded on the relationship we have with each and every client. Our team can help you identify how money intersects with your values and goals around family, meaningful work, lifestyle and giving back. Together we work with you to build a tailored financial strategy designed to give you an understanding of how your resources align with your goals as well as give you guidance on how to protect and grow your financial foundation. SRI is a complex landscape of opportunities to support companies that demonstrate good corporate governance and are engaging in practices that promote environmental or social justice goals. We seek investment managers we feel have expertise in identifying businesses that are not only operating in a responsible manner, but are also attractive investment opportunities. The Birchwood’s Leadership Team is made up of Dana, Bridget, Damian, Steve and Rachel. Among us, you’ll find a mutual respect for the recommendations from each management member that reflects our firm’s approach as a team-oriented culture. By equally including our management team members throughout our decision making processes, we are preparing the next generation to lead our firm under the managing principles that have made us successful.
Address: 701 Fourth Avenue South, Suite 1500 Minneapolis, Minnesota 55415
Phone: 612-347-8600
Website: https://advisornet.com/
AdvisorNet Financial gives independent financial advisors the freedom to focus on their business by offering industry expertise and operational support so they can excel in their practice. REPUTATION Building a strong and respected reputation takes time; AdvisorNet Financial has been helping independent financial advisors serve their clients and establish their reputations since 1959. RELATIONSHIPS As an independent financial advisor, your focus is on building relationships with your clients so that you can serve them well. Our focus is on building relationships with you. RESOURCES AdvisorNet Financial offers independent financial advisors a full circle of services to meet and support the individual needs of your unique practice, wherever you need it. Our core values define who we are, shape our culture and guide how we do business. With a unique model of inter-dependence, AdvisorNet Financial provides back-office functionality and resources you can depend on to improve your competitiveness and client services. You receive the support you need to build your practice through technology, marketing, HR, compliance, and advisor support. Further, we offer practice management, succession planning, ensemble support, and other value-added services to take your business to the next level. Whether you do RIA business, broker dealer or both, AdvisorNet is flexible; we give you the independence to serve your clients the way you have always wanted to. AdvisorNet Wealth Management is our registered investment advisory platform. We partner with entrepreneurial advisors who are looking for independence without sacrificing valuable infrastructure or operational excellence. With a multi-custodial platform offering, our business model is flexible and built to scale. Through our association with Cetera Advisor Networks, LLC, our registered representatives can offer securities and investment advisory services on a scale with the nation’s leading broker dealers/registered investment advisors. We offer full broker dealer representation and access to all of Cetera Advisor Networks tools and technology along with dedicated support and training. Cetera is under separate ownership from any other named entity. Setting up a hybrid relationship allows you to partner with our associated broker-dealer, Cetera Advisor Networks, as well as our RIA, AdvisorNet Wealth Management. Being hybrid can allow you to use an alternative RIA platform while still leveraging the services of a broker-dealer.