Providing Quality Care for a Lifetime of Health and Happiness
UnderDog Wealth Management, LLC is an independent, privately owned Registered Investment Advisor located in Maple Grove, Minnesota. Founded by Anthony Brinda, a seasoned financial planner with extensive experience at reputable firms, UnderDog exists to address the unique financial needs of middle-class individuals and families who are often underserved by traditional financial institutions.
Our Mission
Our mission is to empower individuals to achieve financial clarity, plan for a secure retirement, and reach their financial goals through personalized guidance and compassionate support. We believe that quality wealth management shouldn't be limited to the wealthy, and we're committed to providing accessible and affordable services that cater to the specific aspirations of the hardworking, average American.
Who We Serve
We understand that every individual has different financial goals and circumstances. That's why we take a personalized approach to wealth management, creating customized financial plans that align with your unique needs, aspirations, and circumstances.
Our Services
At UnderDog, we offer a comprehensive range of services designed to address your financial concerns and empower you to make informed financial decisions. Our services include:
- Retirement Planning: Developing a personalized roadmap to achieve your retirement goals through targeted investments and tax optimization strategies.
- Investment Management: Guiding you through the complexities of investing and creating a portfolio that aligns with your risk tolerance, goals, and financial objectives.
- Financial Planning: Developing a holistic financial plan that encompasses all aspects of your financial life, including budgeting, investments, and estate planning.
- Tax Planning: Maximizing your tax efficiency through strategic planning and compliance assistance.
Our Values
Our core values guide us in delivering exceptional client experiences and achieving lasting financial success for our clients. These values include:
- Integrity: We act with transparency and honesty in all our financial dealings.
- Client-Centeredness: We prioritize your needs and goals, putting your interests first.
- Empowerment: We provide clear and accessible guidance, empowering you to make informed financial decisions.
- Compassion: We understand the emotional and financial challenges our clients face, and we treat them with empathy and understanding.
Our Commitment
At UnderDog Wealth Management, we're dedicated to building lasting relationships with our clients and helping them achieve their financial aspirations. We believe in the power of financial planning to create a secure and prosperous future for you and your loved ones.
Overall Feedback
The reviewers have consistently praised UnderDog Wealth Management, LLC for their exceptional service, attention to detail, and trustworthiness.
Professionalism and Advice
Reviewers have lauded the team's expertise and ability to provide clear and effective guidance. Julie Luseni has been with the company for over 10 years and has been "very happy" with the service received. Max Kotasek appreciated the owner's clear explanation of his financial concerns, and Abby Casey praised the team's ability to answer her questions. Joe Manier also appreciated the team's guidance in helping him understand his investment options.
Trust and Reliability
Both Julie and Abby have mentioned the high level of trust they have in the company, stating they feel confident in the team's ability to manage their finances. Abby even went so far as to recommend the company to all her friends and family.
Results-Oriented
Abby's review highlights the company's ability to help clients achieve their financial goals, including paying off student loans and buying a house at a young age.
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