Financial Advisors in Minnesota

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goals, and by designing an objective financial game plan; outlining unique opportunities to be utilized to achieve those goals, which typically include:
• Planning for retirement (i.e. when, where, how much, etc.)
• Potentially improve portfolio performance by using passive, low-cost, tax-efficient securities, and designing strategies to invest available dollars more tax effectively using an Asset Location Strategy approach
• By using our extensive tax background, we design and implement multi-year tax minimization strategies including concentrated stock and stock option planning, strategic Roth IRA conversions, charitable techniques, and many other strategies
• Generate ideas to better leverage small business ownership
• Review of mortgage / debt and potentially assist with interest reduction techniques
• Estate plan design and implementation assistance
• Review of life, disability and property casualty insurance coverages for appropriate coverage levels
Our advisors are all Certified Financial PlannersTM with one being a Certified Public Accountant and two others being Enrolled Agents. We leverage our tax expertise in our portfolio management techniques (via our Asset Location Strategy) as well as employing multi-year tax minimization strategies.
• Asset Location Strategy: We construct client portfolios to leverage the most tax-appropriate securities in the most advantageous locations (taxable, tax-deferred and tax-free).
• Tax Minimization: We design and execute a variety of tax reduction opportunities including (but certainly not limited to) creating a tax-effective savings plan, strategic Roth IRA conversions, tax-reducing charitable contribution approaches.
• Tax-Efficient Withdrawal Strategy: We design a client-specific action plan for tax-effectively generating a cash flow stream from a retiring client’s various cash producing resources. Those resources typically include pension income, Social Security benefits, taxable, tax-deferred and tax-free account drawdowns, rental income and the sale of a business.... See More

I can help get you the best info on your retirement and savings questions. Whether you go through me or not, I hope I can help.I can say with certainty that what I deal with is guarantees in knowing how to get the most in your retirement without dealing with the "wall street roller coaster". thanks, Rick Wagner and 123legacy.com... See More

We help successful professionals build and manage wealth for retirement. As an independent financial advisory firm, we work with a large selection of investment and insurance companies and are able to find solutions that are the best fit for our clients' needs.... See More

Laurie Laner, CFP
Financial Designs works with clients as their trusted partner for creating more of life's peaks and smoothing out the valleys. We collaborate with each client to design and actualize your best life.
The majority of our clients are experiencing a major life event such retirement, divorce, death of a family member, or job change. We specialize in retirement, investment, taxes, estate planning, and executive compensation programs.
By starting with your authentic goals, we design a personalized plan to help to get you there. Our job is to understand what success looks like on your terms. It is about more than a number in an account. It is about having the stability and resources to live the life-and leave the legacy-you really want. Our comprehensive, meticulously planned approach transforms lives. And if things change, we will evolve the plan along with your life.

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Ben Wacek, CFP
Hi, I'm Ben! Here at Wacek Financial Planning I help my clients steward their resources in a meaningful way for an affordable price. Below is a quick introduction to my company. I am a fee-only, Certified Financial Planner. This means that I never get paid commissions and my clients receive unbiased, objective advice. I offer a variety of services, so that no matter what your life stage or net worth, I can help. I do not have minimums. I am based in Minneapolis, but I utilize technology to serve clients across the US and around the world. The financial plans that I develop with my clients are based on their goals and values and are easy to understand. I desire to help my clients view their financial decisions from an eternal perspective using Biblical principles. ... See More

Janet Stanzak, CFP, MS
Fulfilling lives through clarity and confidence. Clarity about choices results in confidence making financial decisions. Financial Empowerment is a Registered Investment Advisor which means we are required by law to act in our clients' best interests. Our fiduciary policy goes beyond legal obligations since our success comes from our ability to offer fair and unbiased advice on a fee only basis.We embrace and practice these values:Commitment to independence and objectivity.Leading-edge thinking, lifelong learning, and technical expertise.Aligning values with priorities and actions.Respectful and open communication, essential to lasting relationships.Integrity and commitment to promise management. Congruence between our words and our deeds.Team work and collaboration with your tax, estate, and insurance advisory team.Your best interests come first - our commitment as your fiduciary.
These values guide everything we do.Janet Stanzak, a CFP Practitioner with a Masters of Science in Financial Planning, has over 25 years of seasoned experience working with clients to develop financial planning and investment strategies tailored to specific client needs. Strategies are designed to take advantage of opportunities and minimize risks and threats to your financial well-being. We consider the possibilities, especially during life transitions, to determine those that are congruent with your values and objectives. Financial planning and analysis work is typically done on a project fee basis. Fees for ongoing portfolio managment and financial planning services are typically charged on a retainer or an assets under management fee schedule.... See More

Christopher Revak, CPA/PFS
WHAT MAKES ME DIFFERENT?My goal is simple - to make the world better one client at a time. There are no aspirations to be the largest planning firm in the world but instead have a limited number of highly personal client relationships. It is important to know each and every client—their values, goals, families, passions, and pursuits. Other firms may claim similar goals but I actually deliver.... See More

Ashley Murphy, AIF, CFP

Stephen Dygos, CFP, CPWA
At Schwarz Dygos Wheeler, we have taken great care to ensure you have a tremendous amount of experience and expertise working for you. With a minimum of over 14 years of experience in financial services and industry-leading credentials, our advisors deliver top-tier advice on all of your financial needs.
Since our founding in 2008, a major goal has been to continuously improve the service our clients receive. Whether through cutting edge performance reporting or the latest financial planning software, we are constantly finding ways to improve. In addition, we are among relatively few financial firms that have access to Dimensional (or DFA) Funds; investments that draw on the research of Nobel Prize winning economists.
We believe that the best advice is completely aligned with your objectives - without any conflicts of interest. Our services are best suited for those with $1 million or more to invest.
Stephen Dygos is the firm's NAPFA member. If you would like to learn more about us, please contact Stephen directly at , or call him at .... See More

Robert Steffen, BS, CFP
Robert Steffen & Associates has been providing comprehensive, fee-only financial planning services for over 20 year. It has been our privilege to see how proper financial planning has improved the quality of our client's lives through: Increased peace of mind Earlier and more comfortable retirement lifestyles The ability to explore the philanthropic goals that are most important to them A financial confidence which allows them to make career and lifestyle changes The funding of education for their children We look forward to the opportunity to speak with you about how we can make your financial life better.... See More

Mark Rekow

Dan Hiebert, CFP, MSFS
Oak Financial Planning was founded by Dan Hiebert. Dan has spent his career working with individuals and professionals providing financial advice they need to live a better life. Dan believes in comprehensive financial planning and has seen first-hand the benefits Dan can work with you to achieve your goals so you can live the life you want to. If you are a small business owner, Dan specializes in working with small business owners and professionals. He can help you find the financial balance between your business finances and your personal finances. Or if you are ready for the next phase in your life, Dan can help you exit the business in the most efficient way possible. About Dan
A CFP® professional, Dan has been in the financial services industry for 20+ years. He worked at Ameriprise Financial for over 17 years. Over his career at Ameriprise, Dan held various positions, including financial advisor, product wholesaler, advisor trainer, advanced case analyst, and risk mitigator.
Dan also is an instructor for CFP® certification programs, other advanced designations, and conducts trainings and live sessions for industry leading financial firms, advisors, and employees.
Dan earned a BS in Business from Hamline University and a Master of Science in Financial Services degree from The American College. Currently a doctoral student at The American College, he is studying for a PhD in Financial Services.
Please feel free to contact Oak Financial Planning for a free consultation.... See More

Dana Menard, CFP

Peter Melsness, CFP
My Philosophy I do not sell investments or insurance. Instead, I provide ongoing financial planning and investment advice to help my clients clarify and then work towards achieving their most important life goals.
About Superior Financial Peter Melsness CFP® is founder and principal owner of Superior Financial which was launched in 2008. Located in Rochester I serve clients in the greater Twin Cities metro area and enjoy working virtually with clients across the USA.
As an independent, Fee-Only advisors, I do not accept commissions of any kind and feel this is the most objective way to provide financial advice.
I work with clients on a Fiduciary basis, meaning my only loyalty is to my clients - not a brokerage firm, mutual fund company or insurance company. I feel this is the best way to provide financial advice.

Clients:
A typical client is one who: Has goals Open to change Motivated to act Does not want to be sold a product... See More

Lauri Salverda, CDFA, CFA, CFP
We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and investment management services, independent of conflicts of interest.
We build lasting relationships based on trust and a complete understanding of your goals for the future. We ask our clients meaningful questions, listen carefully to your answers and develop specific solutions to meet your individual needs. We meet as needed to evaluate your plan and make adjustments to remain relevant and assist you in reaching your unique goals whatever they may be. Our goal is to create an open and comfortable atmosphere to work through any financial questions that may arise and to make it easy to execute your plan that we've created together.... See More