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Financial Advisors in Minnesota

Mindful Asset Planning
Saint Paul, MN

Steven Zimmerman, CFP, ChFC
Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Advisor founded by Steve & Susan Zimmerman in 1988 to help clients MAP their financial life planning strategies. "Mindful" ... 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 i... See More

Clerestory Advisors, Inc.
Saint Paul, MN

Thomas Alf, CDFA, CFP, CPA
Knowing what you want is easy – knowing how to get there is not. Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financi... See More

Pitzl Financial
Saint Paul, MN

Joe Pitzl, CFP
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. Our firm offers a refreshing, collaborative spin on the financial planning process, coupled with an evidence-b... See More

Diversified Wealth Management, LLC
Saint Louis Park, MN

Diversified Wealth Management is an independent financial firm that offers customized financial services to fit the needs of each client. We attempt to offer flexibility and variety in the approach that we take with each client. We offer both Fee-B... See More

Highlights: Retirement Planning, Divorce Planning, CLU, Stocks, CMFC, ETFs, CFEd, Investment Policy Statements, 401K Consulting, IRA, Professional Wealth Management, Annuities & Life Insurance, The Designations Help By Our Advisors Include CFP, CRPC, Disability Income & Long Term Care Insurance, Investment Services, ChFC, Family Financial Planning, Pension Plan Design & Management, Certified Financial Planner
Brown Wealth Management, LLC
Eden Prairie, MN

Brown Wealth Management, an Independent, Fee-Only, NAPFA Registered Financial Advisor, is known for its skill in investment management and retirement planning. We provide clients with traditional wealth management services including investment, retir... See More

Highlights: ETFs, NAPFA Member, Business Planning, Professional Wealth Management, CFP ®, Socially Responsible Investments, Comprehensive Financial Planning, IRA, MBA, 401K Consulting, Fiduciary, Pension Plan Design & Management, Estate Planning, Investment Consulting, Income Tax Planning, CFA, Investment Policy Statements, Retirement Planning, Independent Investment Advisor, Family Financial Planning
Mindful Asset Planning
Apple Valley, MN

We are committed to working with clients to help them strengthen their resources and capability by establishing values-oriented goals and creating a financial MAP that leads the way. We enjoy working with clients who seek a mindful, comprehensive me... See More

Highlights: Retirement Planning, Women's Issues, 401K Consulting, Job Transition Coaching, Comprehensive Financial Planning, Certified Financial Planner, Investment Services, Charitable Planning, Retirement Distribution Plan, Fee Only, Fiduciary, Asset Protection, Disability Income & Long Term Care Insurance, Stocks, Family Financial Planning, Special Needs Planning, IRA, Mutual Funds, Independent Investment Advisor, Wealth Management

Palen, Hammes and Associates will stay closely involved with you to help you plan to accomplish the things in life that are important to you by delivering services that meet your specific needs and wants. We believe the future one sees is the future... See More

Highlights: Estate Planning, Mutual Funds, College Planning, Socially Responsible Investments, IRA, Income Tax Planning, Investment Consulting, Pension Plan Design & Management, Stocks, Annuities & Life Insurance, Charitable Planning, Job Transition Coaching, Family Financial Planning, Retirement Planning, Comprehensive Financial Planning, Trustee Services, Fee Only, Professional Wealth Management, Investment Services, Women's Issues

Kimberly Schwichtenberg, CFP, CPA/PFS
At SilverOak, our goal is to improve the quality of our clients' lives by giving them peace of mind through a long-term trusted relationship.
We provide with competent financial advice measured by long-term succ... See More

PFP Advisors, Inc.
Minneapolis, MN

Michael Helffrich, BS, CFP, M.Div., MBA
PFP Advisors, Inc., provides general financial planning advice for individuals and trusts. In addition to general planning questions, the company specializes in:
1. Qualified Plan and IRA Distribution Rules an... See More

Ednomics Financial, LLC
Minneapolis, MN

Edward Schrotenboer, CFP, MBA

Stephen Galligan, CFP, CPA/PFS, MBA, MS
Stephen Galligan has an MBA in Finance & Accounting, and a MS in Applied Math & Statistics. His professional certifications and licenses are as follows:• MN Board of Accountancy - CPA Certificate 18124• Min... See More

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