Financial Advisors in Minnesota

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 financial goals means we clarify your risk tolerance, short and long term financial needs and personal money philosophy. By taking the time to educate you, we make sure you are comfortable and knowledgeable as we move forward with a financial plan and asset allocation tailored to your needs. We can assist you with: Financial Planning Retirement Planning Risk Management Cash Flow Planning Tax Planning Estate Planning Investment Management Ongoing Investment Management and Financial Planning Divorce Planning & Assistance... See More

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" means attentive and aware to both financial and human assets. Human assets include your family and career history, life experiences, belief systems, emotions, and goals. These are factored into recommendations to help guide your life and financial planning decisions.. Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying life for the absolute most of your financial and human assets: * Your life path is better focused and more fulfilling * Goals are clear, prioritized, calculated, and funded * Your important decisions align with your values * Your personal confidence and net worth grows. To achieve this MAP gathers your historic style, preferences, and goals to clarify what works best for you. This includes: * Personality motivators * Financial resources * Emotional awareness * Personal values and professional goals * Family relationships MAP Founders: Susan Zimmerman is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She is the author of books and supporting materials on financial psychology and moving through difficult transitions. Thousands have attended her workshops and used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication. Steve Zimmerman is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio... See More

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-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. Our allegiance lies solely with you.
We believe that the fundamental purpose of financial planning is to help people make better and more consistent financial decisions. Money is best used in a manner that supports one's life, rather than being the driving force in the decision-making process.... See More

Fee-only financial planning for couples, by a couple. Natalie Slagle, CFP® and Dan Slagle, CFP® work with professional couples on the technical and behavioral side of money. We help couples use money as a tool to align their visions with their money.... See More

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, retirement, insurance, educational, and estate planning advice.

All services are offered on a Fee-Only basis (i.e. no commissions charged or accepted)

Fiduciary Oath
Brown Wealth Management follows a fiduciary standard. We exercise our best efforts to act in good faith and in the best interests of our clients at all times.

We will provide written disclosure to our clients prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.

We are Fee-Only and do not receive any compensation or other remuneration that is contingent on any of our client's purchase or sale of a financial product. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client's business.... See More

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 method to their long-term financial and personal well being.

Our mission is to help you improve your financial life while enhancing awareness of your personal values and psychological style in money matters. We work together as a team using a proven process of assessing key financial information, money personality traits, interpretation and analysis. Your unique family, social, career, and life history are incorporated with your goals to determine recommended solutions.

As a fiduciary, MAP places your interests above all others when working with you to establish yur goals and best implement your plan. MAP subscribes to the most current industry knowledge and regulatory guidelines to chart a successful course for your financial security. MAP also adheres to the professional Certified Financial Planner (CFP) and ChFC strict Code of Ethics.

MAP's client services and administrative team members work closely with you to facilitate and implement your plan to accomplish the steps required to achieve the desired results.

MAP coordinates regularly with other professionals, such as an attorneys, accountants, insurance providers, lenders and other specialists to obtain and integrate needed products and services into a complete financial plan.... See More

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 successes. We will work with you, every step of the way, to enhance your life's achievements and empower your personal and business aspirations.
We are dedicated to guiding you through life's journey. Our philosophy is based on the "circle of life" - to bring the best of what has been into alignment with today's opportunities and to build a future of limitless possibilities.... See More

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 and Regulations
2. The financial portions of Estate Planning
3. Charitable Gift Planning... See More

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• Minnesota Society of CPAs - Member Id #14960• The AICPA PFS Designation - Certificate 07007• CFP Board of Standards - CFP License 057469• Registered Investment Advisor - MN Dept of Commerce• NAPFA Fee-Only Fincial Planner member... See More