The Best Financial Advisors in Minneapolis

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Minneapolis Financial Advisor

Assured Retirement Group

At Assured Retirement Group of Minneapolis/St. Paul, and as Financial Advisors and Retirement Planners, we know there is no retirement without income. And we know that every client is different; some want to delve deeply into the specifics of their investments while others want to focus on how their money impacts their life and the lifestyle it can enable during retirement.

It all starts with planning – a thorough look at what you have and what you can expect through Social Security and pensions compared with where you need to be financially and how you want to live. Going through the planning process will reveal what you need to do to achieve your goals.

We are Certified Financial Planning TM (CFP) professionals at Assured Retirement Group, which means we adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. The CFP designation is your assurance that not only are we nice people to work with, but we are qualified financial planning practitioners.

Assured Retirement Group Will Help You –

Prioritize your savings among taxable and tax-deferred options.
Decide when and if to roll your 401(k) into an IRA.
Design a plan for when and how to take your Social Security & Pensions the right way.
Learn how to draw from other assets tax efficiently and considering the effects of inflation.
Fill in the income gaps tax efficiently and with prudent investment decisions.

3800 American Blvd West #1275 Bloomington, MN

Aurochs Financial Group

Aurochs were large wild cattle. They remind us to be forthright and strong, yet cautious. Your personal financial plan requires stewardship. To succeed, it must be guided by more than the economic cycles of the bull and bear market. You deserves a financial guide that will listen, be realistic and advise you with your best interests in mind. Our core values are behind everything we do. These include:

Comprehensive

Our team practices truly comprehensive financial planning, meaning we will carefully examine your entire financial situation and identify strategies for you to successfully achieve your vision.

Fiduciary

As a fiduciary, we’re required to act with undivided loyalty to our clients. This includes disclosure of how your financial advisor is to be compensated and any corresponding conflicts of interest.

Client-Centered

Our team is focused on you and on your personal financial situation. As fee-only financial advisors, we are committed to carefully recommending a prudent course of action that is strictly in your best interests.

Independence

We are not tied in any way to a firm or service. Our independence allows us to make recommendations based on your unique needs. Our focus is to provide you with the very best advice available.

15600 Wayzata Blvd., Suite 100 Wayzata, MN 55391

Boulay

Here’s what you can expect from Boulay: Trust, confidence and peace of mind. Our focus is to protect your business; build your wealth; and secure your future. We collaborate with you and provide smart, in-depth thinking from experts in accounting, audit, tax and financial consulting that all “help you get there”. Your success is driven by us going beyond meeting your financial reporting matters and providing you with sound business advice, options, best practices and tailor-made, workable solutions. You can count on your team to weigh-in with not only their know-how and experience, but also the collective expertise at Boulay. It’s why our clients stay with us and why we know you will too.

At Boulay we work with individuals, closely-held businesses and public companies to help assure their financial success. Our team of over 220 professionals—including 36 partners and 107 Certified Public Accountants—is committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right. Located in Eden Prairie, MN, Minneapolis, MN and Naples, FL, we are a member of PrimeGlobal, a global association of independent accounting firms giving us access to accounting professionals in virtually any part of the globe.

901 S Marquette Ave #601

Brown Wealth Management

BROWN WEALTH MANAGEMENT: PUTTING YOUR NEEDS FIRST

At Brown Wealth Management, we want you to feel secure. We provide in-depth financial planning and investment management services while taking the time to learn about you. We combine our expertise and strong family values to support you and help you reach your goals.

Based in Eden Prairie, Minnesota, we have been helping people in Minneapolis and the surrounding areas to successfully retire since 2002.

We emphasize:

Fee-only compensation: We do not earn based on commissions. Instead, our clients pay us directly for the advice we offer.
Independence: We are not beholden to dictates from any other company. We only work for you and always have your best interests in mind.
In-depth guidance: Our financial plans encompass your needs in investing, tax planning, cash flow, distribution planning, retirement planning, insurance, family legacy planning, philanthropy, and inheritances.
Values: We take the time to get to know you so we can understand your purpose and values, and we help you incorporate those into your vision to make your dreams a reality.

12100 Singletree Lane - Suite 175 Eden Prairie, MN

Dorval & Chorne

Dorval & Chorne is focused on providing independent, objective advice to help you enhance overall quality of life both now and in the future.

Dorval & Chorne is an independently managed firm with two senior financial advisors and one associate advisor. Our firm believes financial planning is a process, not a product. We are committed to providing a consistent level of high quality service in helping you improve the probability of reaching your unique goals through better focused and informed financial decision making. We are not a proprietary firm, which means we can recommend what is best for you, not what provides us with the most money.

Unlike many financial advisors, we respect all clients whether they have $1,000 or $1,000,000 with us. Our clients have given us their trust and we repay that trust with a commitment to help all of our clients attain their most important priorities without regard to their net worth. Respect means being accessible to our clients. We return phone calls and e-mails and we are available to meet when you need advice!

Dorval & Chorne also specializes in customized employee financial education and advice programs. Our independent corporate advisory programs help companies not only stand out from their competition by adding unbiased financial planning to the benefits package, but employee financial education and advice may help reduce fiduciary liability associated with obligations as an ERISA plan sponsor.

11242 86th Avenue North , Maple Grove, Minnesota 55369

Dunncreek Advisors

Rich is a veteran financial planner with more than 16 years’ experience helping families build wealth and move toward achieving their financial goals. In 2002 he started his financial planning practice in Maplewood, Minnesota, working with a large national brokerage firm.

Rich’s financial planning experience is informed by a childhood on an Illinois farm and a 15-year career educating and communicating with companies and business owners. He works to bring the best financial planning strategies to bear on the challenges facing families in the retirement red zone – the five years prior to and the 10 years after retirement.

Some of the areas that make Rich Dunn and Dunncreek Advisors different from other financial professionals are:

Rich is ALWAYS an advocate for his clients — a Fiduciary Advisor. His financial planning advice is always focused on the client’s best interest.
Rich ONLY gets paid by his clients — a Fee-Only Advisor — which means he does NOT get compensation from investment product companies.
Rich only uses time-tested wealth building strategies and comprehensive financial planning strategies to protect principal and reduce risk.
Rich can work with clients to help them with a comprehensive financial plan or he can help them with asset management (many of his clients work with him on a combination of both services.)
His fees can be charged by the hour, as a flat project rate or as a percentage of the assets under his care.
He holds two esteemed financial services accreditations; the Certified Financial Planner™ (CFP®) designation and the Accredited Investment Fiduciary^®(AIF^®)

904 Delaware Avenue West St Paul, MN 55118

Echo Wealth Management

Echo Wealth Management channels her passion for helping people plan for their financial future by putting insight into action. At EWM, we believe that holistic financial planning is the foundation of financial success. Holistic financial planning synthesizes cash flow, asset allocation, investment management, retirement, insurance, estate and tax planning together into a personalized strategic plan. As members of an independent boutique wealth management firm, Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams.

At Echo Wealth Management, we believe in upholding our fiduciary responsibility to act in the best interests of our clients at all times. We are intentional about offering an alternative to working with large institutions. We place a high value on our independence. We focus on people first. Our people are our assets. We continuously invest in our people and technology to better serve our clients’ needs.

3033 Campus Drive, Suite N145 Plymouth, MN 55441

Ferguson Financial

Business practices that are transparent, accountable, and open.

We created Ferguson Financial, Inc. because we realized that, as an independent Registered Investment Advisor, we have a better idea for providing our clients the level of attention and service they deserve. Relying more on a practical approach to money management, and less on theory and jargon, it our sole objective to empower our clients to make smarter financial decisions that will translate into greater peace-of-mind.

Located in Edina, Minnesota, Ferguson Financial serves business owners, professionals, executives and affluent families, offering a full range of wealth management solutions, including:

Financial Planning
Investment Management
Insurance Planning
Estate Planning

As an independent Registered Investment Advisor, Ferguson Financial adheres to strict fiduciary standards in offering fee-based financial planning and investment advice with full disclosure and transparency in a client-first environment.

5100 Eden Avenue, Ste. 311 , Edina, MN

Flourish Wealth Management

Kathy Longo founded Flourish Wealth Management as a woman-owned business in 2014. Kathy was inspired to start her own business early in her career while working for a female wealth manager and entrepreneur. She then gained experience working at firms both large and small in the Chicago and Minneapolis areas before launching Flourish Wealth Management. Kathy made the bold decision to start her own firm with a vision of genuinely improving each of her clients’ lives, helping them understand their unique money story and values, gain confidence in talking about money with loved ones, and plan for the life of their dreams.

Flourish Wealth Management embodies the fruition of Kathy’s dream by building off a strong foundation of insight and experience. As an independent boutique wealth management firm, Flourish offers comprehensive wealth management services for individuals and families. Kathy and her team have the expertise to provide financial advice for women and their families, particularly women in transition such as a divorce, loss of a spouse or recent inheritance, tapping into what’s most important to them and empowering them to take control of their financial future.

Kathy created a firm where employees have the opportunity to embrace their passion for helping people and grow personally and professionally in their career and as part of the Flourish team. At Flourish, we believe in growing and sharing our expertise through a culture of education and continuous learning within our team; this knowledge creates and develops new opportunities for our team and improves the lives of our clients as we help them successfully navigate through the many planned and unexpected transitions in life.

3300 Edinborough Way Suite 420 Edina, MN 55435

GT Financial Advisors

At GT Financial Advisors, you are part of our family. As a relationship-driven firm, we believe that sound partnerships start with independence, trust, and familiarity. With decades of collective industry experience, our advisors unite their individual expertise to form a truly dynamic collective. By working as a team, we dedicate ourselves to achieving your goals and enhancing your financial freedom. We are inspired by your values, motivated by your ambitions, and driven to provide solutions that stand the test of time.

Your goals are our top priority, and we begin our process by listening carefully to your unique situation and objectives. With your future always in mind, we seek to inspire confidence in all chapters of your life: today, tomorrow, and for years to come.

Our Commitment
Relationships have always been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand and fulfill the needs of their clients. As your financial guardians, we endeavor to help you grow and protect your wealth by building customized strategies that take everything into consideration. The Investment Advisor Representatives on our team will act in the capacity of fiduciaries which means we are legally obliged to act in your best interest.

Our Principle
While our plans are always customized with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible. Through our partnership, we dedicate ourselves to serving you and your company’s best interests in every way. Placing your needs above our own, we strive to secure your financial life so you can focus on what matters most.

539 Bielenberg Drive Suite 210 Woodbury, MN 55125

The Best Financial Advisors in Minneapolis

Let us help you find the best financial advisor for your needs.

BROWN WEALTH MANAGEMENT: PUTTING YOUR NEEDS FIRST

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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