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Choosing the right financial advisor is a crucial step toward achieving long-term financial success. Whether you’re focused on building wealth, planning for retirement, or managing complex financial decisions, a knowledgeable advisor can help guide you in the right direction and keep you on track.
If you’re based in Minneapolis and in search of reliable financial advice, consider these trusted advisory firms known for their personalized service and expertise in the local market.
- Eagle Creek Financial Advisors
- Mti Financial Advisors Inc
- The Hornung Group
- Diversified Wealth Management
- Gleason4 Financial
- jones financial group
- Comprehensive Wealth Management
- Graff Financial Llc
- G S Investments
- Thomas Park Financial
1. Eagle Creek Financial Advisors
Eagle Creek Financial Advisors, established in 2015, is a financial planning and investment management firm committed to delivering personalized and comprehensive financial solutions. Led by Certified Financial Planner Jeannie Jackson, the firm offers services such as retirement planning, investment management, insurance solutions, and estate conservation. With a primary office in Chaska, MN, Eagle Creek Financial Advisors prides itself on providing individualized attention, ensuring that each client receives tailored advice and strategies aligned with their financial goals.
2. Mti Financial Advisors Inc
MTI Financial Advisors, located at 7300 Metro Boulevard, Suite 200, Edina, MN 55439-2313, is a trusted financial planning firm founded in 1988 by Douglas Morey and Salah Tarraf. The firm specializes in offering individualized fiduciary services designed to simplify clients’ financial lives, allowing them to focus on their passions and long-term objectives. Their team of experienced advisors provides comprehensive retirement planning, investment management, education savings accounts, tax-deferred investments, and risk management services. Guided by the principles of Mission, Talent, and Integrity, MTI Financial Advisors prioritizes clients’ best interests, delivering personalized strategies that align with their financial goals. To learn more or get in touch, visit mtifinancial.com or call (952) 835-7445.
3. The Hornung Group
The Hornung Group stands as a leading financial advisory firm, dedicated to empowering individuals and families with strategic financial solutions. Situated at 1300 Godward Street NE, Suite 5500, Minneapolis, MN 55413, the firm offers a holistic approach to financial planning, integrating personal goals with financial strategies. Their team of experienced advisors specializes in investment management, retirement planning, tax strategies, and comprehensive financial guidance, ensuring clients make informed decisions aligned with their long-term vision. Affiliated with Focus Financial, The Hornung Group has access to a network of over 240 advising professionals, enhancing their capacity to deliver personalized and effective financial solutions. For more information or to schedule a consultation, visit thehornunggroup.com.
4. Diversified Wealth Management
Diversified Wealth Management is an independent financial advisory firm dedicated to helping individuals, families, and small business owners achieve their financial objectives. The firm provides a wide range of services, including comprehensive financial planning, investment management, retirement solutions, and insurance services. Their advisors hold various advanced degrees and professional designations, such as CFP®, AIF®, and CPA, ensuring clients receive knowledgeable and trustworthy guidance. With a focus on building long-term relationships, Diversified Wealth Management serves clients across multiple states, including Minnesota, North Dakota, South Dakota, and Wisconsin. To learn more or to get in touch, visit diversifiedwealthmanagement.com.
5. Gleason4 Financial
Gleason 4 Financial is a premier financial advisory firm dedicated to helping individuals and businesses navigate their financial journeys with confidence. Located at 6481 Sycamore Ct. N, Suite 1, Maple Grove, MN 55369, the firm offers a holistic approach to financial planning, integrating personal goals with strategic financial solutions. Their team of experienced advisors specializes in comprehensive financial planning, investment management, and retirement strategies, ensuring clients can make informed decisions that align with their long-term vision. Committed to a client-centered philosophy, Gleason 4 Financial provides personalized guidance that fosters financial security and peace of mind. For more information or to schedule a consultation, visit gleason4.com.
- Services: Financial Planning, Investment Management, Retirement Strategies
- Address: 6481 Sycamore Ct. N, Suite 1, Maple Grove, MN 55369
- Phone: 763-416-4848
- Website: gleason4.com
- Email: tgleason@financialguide.com
6. jones financial group
At Jones Financial Group, clients receive expert guidance in wealth management and financial planning. Situated in Minneapolis, MN, the firm offers services such as retirement and college savings strategies, mortgage protection, income replacement strategies, and final expense life insurance solutions. Their mission is to advise, inspire, and serve clients by providing personalized approaches that address individual financial goals and challenges. Jones Financial Group is dedicated to character, integrity, and excellence, working with elite business partners to deliver comprehensive financial solutions. To learn more or to schedule a complimentary discovery call, visit their website at myjonesfinancial.com.
- Services: Retirement & College Savings Strategies, Mortgage Protection, Income Replacement Strategies
- Address: 4748 Chicago Avenue South, Minneapolis, MN
- Phone: 612-326-1800
- Website: myjonesfinancial.com
7. Comprehensive Wealth Management
Comprehensive Wealth Management (CWM) is a trusted wealth management firm dedicated to providing clients with comprehensive financial guidance tailored to their individual needs. As a 100% fiduciary, Registered Investment Advisor (RIA), CWM focuses on delivering holistic financial planning services that prioritize clients’ best interests. Their team of advisors offers expertise in investment management, retirement planning, estate planning, and more, working collaboratively with clients to develop strategies that align with their financial aspirations. By operating exclusively as an RIA, CWM reinforces its commitment to transparency and personalized service, ensuring that clients receive unbiased advice and dedicated support on their financial journey. To learn more or to schedule a consultation, visit comprehensivewealthmanagement.net.
- Services: Financial Planning, Investment Management, Retirement Planning, Estate Planning
- Address: 7500 Highway 55, Suite 125, Golden Valley, MN 55427
- Phone: 952-405-6000
- Website: comprehensivewealthmanagement.net
8. Graff Financial Llc
Graff Financial is a Minneapolis-based financial advisory firm specializing in investment management and comprehensive financial planning for a select clientele. The firm offers a disciplined six-step process to develop personalized investment strategies, aligning clients’ financial goals with tailored portfolios. Their services encompass investment management, asset allocation, equity selection, fixed income investing, and fund selection, all underpinned by a fiduciary commitment to act in clients’ best interests. For more information or to schedule a consultation, visit grafffinancial.com.
- Services: Investment Management, Asset Allocation, Equity Selection, Fixed Income Investing, Fund Selection
- Address: 4920 Lincoln Dr, Minneapolis, MN 55436
- Phone: 612-605-0664
- Website: grafffinancial.com
- Contact: jeremy@grafffinancial.com
9. G S Investments
GS Investments is an independent, SEC-registered wealth management firm committed to delivering personalized financial solutions to individuals, families, and institutions. Founded in 1993 and located in Minneapolis, MN, the firm offers a comprehensive approach to wealth management, aligning clients’ financial strategies with their long-term objectives. Their team of seasoned advisors specializes in investment management, financial planning, and retirement strategies, ensuring clients receive tailored guidance that fosters financial security and growth. With a client-centric philosophy, GS Investments has built enduring relationships, with the average client relationship spanning over fifteen years. For more information or to schedule a consultation, visit gsinvestments.com.
- Services: Wealth Management, Investment Management, Financial Planning
- Address: 860 Blue Gentian Road, Suite 200, Eagan, MN 55121
- Phone: (612) 371-0590
- Website: GS Investments
- Email: john@gsinvestments.com
10. Thomas Park Financial
Thomas Park Financial is a reputable financial advisory firm dedicated to assisting individuals and families in achieving financial clarity and security. Located at 1240 S 2nd St #632, Minneapolis, MN 55415, the firm provides a holistic approach to financial planning, encompassing investment advisory services, retirement planning, and personalized financial strategies. With a focus on building lasting relationships, Thomas Park Financial offers objective, comprehensive advice tailored to each client’s unique financial situation. Their commitment to ongoing professional education and client-centered service ensures that clients receive informed guidance aligned with their long-term financial goals. To learn more or to schedule a consultation, visit thomasparkfinancial.com.
- Services: Investment Advisory Services, Retirement Planning, Financial Strategies
- Address: 1240 S 2nd St #632, Minneapolis, MN 55415
- Phone: (612) 354-7972
- Website: thomasparkfinancial.com
Email: tpark@woodburyfinancial.net
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