SWA is a solution-driven wealth management firm with advisors in Prior Lake, Champlin 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 goaSee 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 meSee 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, retirSee 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 clieSee More...
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-BSee 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 dealSee More...
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 c ... See More
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
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 ... 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
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 re ... 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-b ... See More
Ashley Murphy, AIF, CFP
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 live ... 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" ... See More
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