The Best Financial Advisors in Saint Paul

Here is our List of the 10 Saint Paul Financial Advisor
Ballast Advisors, LLC

Ballast Advisors takes a holistic approach to asset allocation, employing an asset allocation strategy that builds a portfolio that fits the individual needs of our clients.

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.

To help facilitate this understanding, we begin with financial planning. This comprehensive approach to discovery and assessment is integral to the way we do business.

Our focus is on you
So many financial planning institutions today utilize a set structure with no flexibility for the individual need; therefore creating a limited visions of success.

Multi-generational families
Our advisors possess the necessary experience and specialized technical skills to help you navigate the intricate issues and challenges faced by high net worth families.

Corporate Executives
Because executive compensation packages can be complex, our over 150 years worth of combined experience in financial planning can help streamline your analysis.

Individuals in or near retirement
As you think about retiring, what dreams do you have in mind? Are there activities you want to make sure you can afford every year? How about work around the house you no longer want to do?

St Paul, MN 55125
Castle Rock Financial Planning, Inc.

Throughout her many years of experience, Lauri Salverda has developed a passion for transparent and holistic financial planning where her clients’ goals, understanding, and confidence triumphed. Castle Rock was founded on these principles.

We offer a different approach to financial planning and investment management. We will be your trusted advisor each and every step of the way, drawing on Lauri’s experience as a CFP and CFA. With your personal goals in mind, we will build an individualized financial plan that will leave you feeling confident, relaxed, and empowered.

Castle Rock Financial Planning is a collaborative, strategic partner who will help you design and build your ideal financial future. We provide comprehensive financial planning and investment management services to our clients.


  • Financial Planning
    Securing your financial future doesn’t mean just planning for the long term, it also means having a plan for the short term.
  • Investment Management
    Castle Rock offers complete ongoing investment management services that fit the goals of your comprehensive financial plan.
  • Retirement Planning
    What if you could retire how you want to, when you want to? You can — with the right retirement plan. We start by asking questions about your retirement goals, then look at the best ways to achieve them.
  • Estate Planning
    By choosing Castle Rock to assist with your estate planning, you can be confident that every detail will be addressed so your exact wishes can be carried out.
2267 Waters Drive Mendota Heights, MN 55120
Daly & Associates Inc.

Most of our clients are smart, capable women who have spent their lives serving others, but they are entering a new phase of life, making their financial future a top priority.

They want to embrace this new phase of life but the fear and uncertainty about money is preventing them from moving forward. Their lack of financial knowledge is undermining their sense of confidence, creating fear and uncertainty.

They are ready to get more engaged in their financial life but want to be heard, feel valued and appreciated. Whether they are suddenly single, married, retiring or inheriting wealth, they all seem to share the same concerns.

Most women come to a point in their lives when they feel the need to do some focused planning for their financial future and security. She hears all sorts of advice about retirement and are not sure how to best assure that she gets the best advice for her specific circumstances. And, in the process become more financially literate and aware.

Our guiding principle is our fiduciary responsibility. A fiduciary works in your best interest which will lead to the best outcome for you. We also work to mitigate your stress and emotional health as it pertains to your finances, and fostering a relationship built on trust.

Our goal is to create confidence and clarity by educating and asking you the difficult questions. Most of our clients have substantial savings and want a better idea of what their financial picture is and will be in the future.

563 Bielenberg Dr. Suite 245 Woodbury, MN 55125
Dawn Jurkovich – Relevé Financial Group

At Relevé, we can help elevate your potential. With offices in Minnesota and Arizona, Relevé offers comprehensive, value-based wealth management services to retirees and pre-retirees.

We believe that your relationship with a financial advisor should provide you with more than advice on investments. Our clients tell us they are looking for comprehensive wealth management and guidance.

Our services go beyond the day-to-day management of your money. We work to ensure that the financial decisions you make align with your personal values.

Our practice operates as an independent Registered Investment Advisor (RIA). RIAs are required by law to represent the best interests of their clients when selecting investments and giving advice.

Those best interests include recommending low-cost options when selecting funds and other investments and avoiding conflicts of interest, for example, is the brokerage firm promoting a particular fund or stock?


  • Holistic Advice
    We believe that the most valuable service we provide is guiding clients toward smart decision-making based on objective facts rather than emotion.
  • Fiduciary Assurance
    Relevé Financial Group, an independent advisory firm, is registered with the Securities and Exchange Commission.
  • Fee-Based Service
    Relevé Financial Group operates as a fee-based advisory firm which allows its advisors to act objectively.
724 Bielenberg Dr Woodbury, MN 55125
GHJ Financial Group

All financial plans are reviewed by Gene and Jon so GHJ’s clients benefit from multiple points of view and their extensive experience.

Because GHJ is an independent organization, we have a wide-range of financial tools available. And, it is really important to us that you understand not only what you own, but why you own it and what it does for your financial future.

We are an independent organization, not beholden to sell the products of any one company. We do what’s best for you, using the best products to support the plan we develop for you.

Your plan is customized for your situation, not boilerplate that has been developed for general use with your name merely typed in to look like it’s personalized for you.

Our firm shares clients and ideas, not just office space. Few firms do it this way. This benefits you because the partners review every plan we recommend, giving you the benefit of our combined 50+ years of experience.


    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.
    Insurance transfers the financial risk of life’s events to an insurance company.
    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
  • TAX
    Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
7845 3rd St No Suite 112 Oakdale, MN 55128
Hammer Advisory Services Inc.

David Hammer is a Chartered Financial Consultant(ChFC) and has been a Certified Financial Planner(TM) Practitioner since 1999, with experience in investment management, financial planning, and insurance.

We must always act as your fiduciary-which means I must always put your interests above my own and make recommendations based solely on your best interests.

We accept no payments, commissions, spiffs, free lunches, etc…from third party product providers-my only source of compensation is fees paid to me directly by my clients.

We will design and implement an investment portfolio that takes into consideration your risk tolerance and time horizon, using mostly low cost exchange traded index funds.

At HAS, we put together a plan for you based on your specific situation and goals to help you answer the financial questions most important to you, such as when you can retire comfortably.


  • Investments
  • Will and Estate plan
  • Social Security Benefits
  • Insurance Needs
  • Any other issues you want to address.
2042 Wooddale Drive Suite 250, Woodbury, MN
Heritage Financial Advisors

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions.

We enjoy helping people put their financial house on a solid foundation for the future. At Heritage Financial Advisors, our number one goal is to get to know you and understand exactly what your objectives and dreams are.

From Investment Management to Financial Planning, we will design and implement strategies to help give you financial confidence, knowing that you have an advisor who has your best interests at heart.

We take pride in the fact that we work with multiple family generations, each having their own unique goals but sharing the same values and traditions.


Financial Planning

  • Retirement Planning
  • College Planning
  • Estate Planning
  • Business Succession


  • Managed Accounts
  • Alternative Investments
  • Stocks
  • Bonds
  • Mutual Funds
  • IRA’s
  • Corporate Retirement Plans
  • Portfolio Management
928 Inwood Ave Oakdale, MN 55128
Kaiser Financial

This is your financial life, so before moving forward with any financial plan, we listen carefully to your values and your vision for the future. Our whole goal is to help you define and refine your vision, honor your decisions and help you achieve those goals.

As a Investment Advisor and Financial Fiduciary, we are bound by law to work in the best interests of our clients. That means we put your interest ahead of the firm’s. It is the highest ethical standard under the law and we are proud to act as a Financial Fiduciary for our clients. We take our stewardship of your finances as seriously as we take our own.

Woodbury Financial Service’s mission is to provide advisors with access to a wide range of financial services and resources. They produce no financial products and encourage their advisors to be objective. Their level of commitment to what is in the best interests of clients is unique in the industry.

Woodbury Financial Services has strong relationships with the leading manufacturers of financial solutions and products. This experience and knowledge combined with access to cutting-edge resources provides Legacy advisors with the tools they need to deliver advanced wealth management strategies.


Wealth management

  • Retirement income planning
  • Estate and charitable planning
  • Long term care planning
  • Maximizing social security
  • Insurance planning

Investment management

  • Regular investment reviews
  • Consolidate and simplify accounts
  • Review existing 401(k) and IRA’s
  • Online consolidated accounts
2145 Woodlane Drive Suite 102 Woodbury, MN 55125
Pitzl Financial

Pitzl Financial is a St. Paul – Minneapolis Fee-Only financial planning and wealth management firm. We pair objective financial planning with disciplined investing to help clients manage, grow and protect their assets through all of life’s transitions.

Our approach to the planning process has earned us a place in the Top 12 Financial Advisory Firms in the Twin Cities.

We believe that the fundamental purpose of financial planning is to help people plan for – and live – a better life. Money is best used in a manner that supports one’s life, rather than being the driving force in the decision-making process.

Many financial decisions revolve around topics like investing, tax reduction, or cash flow planning, but some of the biggest and most important financial decisions we make are actually about things much bigger than money.

Our process is not about products. It is all about intentionally aligning your personal financial affairs with your values and goals.


  • Financial Planning
    Financial planning is the process of making important financial decisions in the face of an uncertain future.
  • Investment Philosophy
    As individuals, each of us is unique. While we each have distinct investment objectives, we tend to fall into two general groups for the core of our investment portfolios.
  • Investment Discipline
    Our investment philosophy is built upon an evidence-based approach to investing and rooted in Modern Portfolio Theory.
8 Pine Tree Drive, Suite 125 Arden Hills, MN 55112
PrairieView Partners, LLC

At PrairieView Partners, we’ll provide you with a clear plan and expert guidance on how to manage and enjoy your wealth — for today and tomorrow. It’s hard to enjoy life when financial questions are constantly weighing on you. Our team will help you make the right decisions.

Live Without Financial Stress
We’ll give you clarity to make financial decisions with confidence so you can live life to the fullest and pursue your passions while protecting your long-term goals.

Prepare For the Future
Instead of worrying about retirement, look forward to what the next chapter of life has in store. Let us help you develop a plan that allows you to retire on your terms.


  • Portfolio Management
    We construct an investment portfolio around your needs and goals, rather than presenting you with boilerplate financial plans.
  • Stock-Based Compensation
    Your stock-based compensation is a valuable component of your wealth. We help optimize the potential of these tools based on your goals and financial plan.
  • Retirement Planning
    We’ll help you understand what your retirement could look like and set a plan to get and stay on track for the retirement you desire.
  • Risk Management
    Your needs are our priority. We focus on finding the right insurance coverage for you, rather than earning a commission.
  • Tax Planning
    With over 30 years of experience, our CPAs can strategize to help position your financial plan and investments for the lowest tax burden possible.
2250 Town Square Tower 445 Minnesota Street St. Paul, Minnesota 55101

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