Explore Financial Advisors Serving Minneapolis, MN

Van Clemens offers comprehensive financial advisory services including investment management, wealth planning, insurance solutions, and accounting expertise. We serve clients seeking personalized strategies to optimize their financial resources and achieve long-term goals. Our seasoned professionals combine market knowledge with tailored approaches to deliver actionable, results-driven financial solutions.

Laurel Wealth Planning is a Minneapolis-based financial advisory firm specializing in comprehensive wealth management. We help clients align their financial resources with their values and life goals through personalized investment strategies, tax planning, retirement guidance, and estate planning. Our fiduciary approach and award-winning team empower clients to achieve lasting financial confidence and flexibility.

Kruger Wealth Management is a Minnesota-based fee-only investment advisory firm specializing in personalized financial planning and wealth management. We serve individuals, families, and professionals by creating customized strategies for retirement income, portfolio management, and estate planning. Our client-centered approach prioritizes long-term financial success through objective guidance and proactive strategies.

RMH Tax & Financial Advisors specializes in comprehensive accounting and tax services for small businesses. We provide strategic tax planning, business formation, payroll processing, and compliance management to reduce tax liabilities and ensure regulatory adherence. Our expertise in S-corporation structures and Qualified Business Income Deductions helps entrepreneurs legally maximize profits.

Vector Wealth Management is a fiduciary financial advisory firm offering comprehensive retirement planning, investment management, and estate planning services. We utilize our proprietary SOJOURN system to create personalized wealth strategies that address tax efficiency, risk management, and long-term financial goals. Our team of certified professionals serves clients nationwide with a focus on ethical, transparent financial guidance.

Turner Small Business Consulting provides expert bookkeeping, accounting software guidance, and financial management services for small businesses. Our team specializes in streamlining financial operations through customized solutions that improve efficiency and reduce administrative burdens. With deep experience in cash flow management, payroll processing, and financial reporting, we help businesses maintain accurate records while focusing on growth.

Thoughtful Financial Planning provides fee-only, fiduciary financial planning and investment management services tailored for women, LGBTQ+ individuals, and their allies. Our holistic approach integrates clients' personal values, life goals, and financial realities to create customized strategies that evolve with changing circumstances. We specialize in addressing unique planning challenges while maintaining a commitment to transparency, ethical standards, and client empowerment.

Renovate Financial Planning provides fee-only fiduciary financial advice exclusively for real estate investors. The firm specializes in comprehensive financial planning and investment management, combining real estate expertise with evidence-based strategies. As a Registered Investment Advisor, we prioritize transparent fee structures and client-centered service.

The Planning Center is a fee-only financial planning firm that provides personalized guidance to individuals and families navigating life transitions. We specialize in integrating tax planning, investment management, and estate strategies to help clients achieve financial security. With over 25 years of experience, we prioritize a fiduciary approach to deliver unbiased, client-centric solutions.

Olson Wealth Group offers tailored wealth management, legacy planning, and business succession services for high-net-worth individuals and families. Our team combines over 30 years of experience with a values-driven approach to help clients preserve and grow their wealth across generations. Recognized for excellence in the Twin Cities area, we deliver personalized solutions through collaborative strategies and a proprietary SCOPE process.

Side By Side Financial Planning provides fee-only, fiduciary financial planning services tailored to life's major transitions. We specialize in hourly and project-based solutions for retirement planning, debt management, and workplace benefits optimization. Our client-first approach ensures transparent pricing and personalized roadmaps to financial confidence.

Cornerstone Wealth Advisors is a registered investment advisory firm providing comprehensive financial planning and wealth management services. We specialize in retirement income strategies, portfolio construction, and risk mitigation tailored to individual client goals. Our disciplined, research-driven approach emphasizes long-term value creation and client-specific solutions.

Palisade Asset Management is an independent investment advisory firm offering tailored wealth management and family office services. We specialize in creating customized financial strategies for families, individuals, and business owners, focusing on long-term growth, tax efficiency, and intergenerational legacy planning. Our expertise spans investment management, estate planning, and trust advisory, supported by a disciplined approach to high-quality securities and client collaboration.

SilverOak Wealth Management is a fee-only Registered Investment Advisor (RIA) providing personalized financial planning and investment advisory services to individuals and families across the United States. We specialize in comprehensive wealth management, including retirement planning, tax strategies, estate planning, and socially responsible investing. Our fiduciary-driven approach prioritizes client interests through transparent, commission-free advice and customized financial solutions.

North Star Resource Group offers personalized financial planning, investment management, and insurance solutions to individuals, families, and businesses nationwide. With expertise in life insurance, disability coverage, employee benefits, and retirement strategies, we deliver tailored financial health solutions backed by 117 years of experience and $14 billion in assets under administration.

Tealwood Asset Management is a fiduciary financial advisory firm dedicated to creating lifetime success for clients through personalized wealth management and strategic investing. Since 1986, we have prioritized aligning investment strategies with individual values and priorities, ensuring clients achieve their unique goals. Our transparent, fee-based model and institutional safeguards reflect our commitment to trust, security, and long-term partnerships.

The Retirement Asset Management Group provides comprehensive retirement planning services, specializing in income distribution strategies, liquidity management, and legacy planning. We help clients transition from wealth accumulation to sustainable retirement income through personalized, research-backed approaches. Our independent advisors prioritize proactive communication and ethical financial guidance tailored to individual risk tolerances.

Clerestory Advisors is a Minneapolis-based fee-only financial advisory firm specializing in retirement transition planning for couples and women, alongside long-term financial strategies for young families. We offer fiduciary-certified services including investment management, estate planning, and tax-optimized retirement strategies. Our flat-fee model ensures transparency while serving clients virtually nationwide.

Maxxum delivers secure IT asset disposition, data destruction, and electronics recycling services for businesses nationwide. Our NAID-certified processes ensure compliance with regulations like HIPAA and GDPR while maximizing ROI through remarketing. We provide end-to-end technology lifecycle management tailored to highly regulated industries.

Stein Financial Group is a Minnesota-based financial advisory firm specializing in retirement planning and wealth management. We provide personalized financial roadmaps, tax analysis, and investment monitoring through our proprietary Good Life Program. With over 30 years of experience serving government employees and retirees, we combine financial literacy education with comprehensive planning for pensions, estate needs, and risk management.

Comer Consulting, LLC partners with financial advisors to define their unique client experience and grow their practice. We specialize in marketing strategy, client acquisition, and business development for financial professionals. Our Carriage Trade Experience framework helps advisors differentiate their services and build stronger client relationships.

PGI Wealth Management delivers personalized financial solutions to individuals, families, and businesses. We specialize in wealth preservation, growth, and management through services like financial planning, investment management, and estate planning. Our client-centric approach combines expertise with a disciplined philosophy to achieve long-term financial goals.

Ulland Investment Advisors is a Minneapolis-based boutique investment firm offering customized wealth management solutions. With $432 million in AUM, we provide five distinct strategies spanning fixed income and equity markets. Our separately managed accounts cater to high-net-worth individuals and institutions seeking tailored risk-return profiles.

Parr McKnight Wealth Management Group provides personalized wealth management services, including financial planning, investment advisory, and legacy strategies. We help clients achieve long-term financial security through customized solutions aligned with their goals. Our expertise spans retirement planning, tax optimization, estate strategies, and corporate benefits management.