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Selecting the right investment firm is an essential step toward achieving long-term financial stability. Whether you’re focused on developing a diversified portfolio, planning for retirement, or seeking new avenues for financial growth, working with a trusted investment partner can offer the expertise and confidence you need to navigate today’s evolving markets.
For individuals and businesses in Minneapolis seeking professional investment support, the firms featured below are recognized for their personalized strategies, fiduciary dedication, and strong knowledge of the local financial landscape.
Wold Financial LLC
Wold Financial, LLC is a Minneapolis-based independent financial advisory firm founded in 1986 by Troy J. Wold, CLU®, ChFC®. With over 50 years of collective experience, the firm is dedicated to helping clients pursue their financial futures through a disciplined, long-term investment philosophy. Wold Financial emphasizes principles over products, focusing on personalized strategies tailored to each client’s unique goals and circumstances.
Address: 1118 Cedar Lake Rd S, Minneapolis, MN 55405
Phone: 19529360222
Email: [email protected]
Website: http://www.woldfinancial.com/
Gardner Financial Services Inc
Gardner Financial Planning is a family-owned financial advisory firm based in Vineland, New Jersey. Founded in 2000, the firm is dedicated to helping individuals, families, and businesses cultivate a better relationship with their money to live a better life. Their approach emphasizes personalized financial strategies tailored to each client’s unique goals and circumstances.
Address: 8421 Wayzata Blvd Ste 350, Minneapolis, MN 55426
Phone: 19529354601
Email: [email protected]
Website: https://www.gardnerfinancialplanning.com/
Värde Partners Inc.
Värde Partners is a global alternative investment firm specializing in credit and credit-related assets. Founded in 1993 by George Hicks, Marcia Page, and Greg McMillan, the firm is headquartered in Minneapolis, Minnesota, and operates offices in key financial centers including New York, London, Luxembourg, Singapore, and Mumbai. With over 30 years of experience, Värde has invested more than $100 billion across the credit quality and liquidity spectrum and currently manages approximately $17 billion in assets.
Address: 350 N 5th St, Minneapolis, MN 55402
Phone: 19528931554
Email: [email protected]
Website: https://www.varde.com/
StarTec Investments LLC
StarTec Investments, LLC is a private venture capital firm based in Minneapolis, Minnesota, specializing in early-stage technology companies within the state. Founded in 1998 by Joy J. Lindsay and Thomas J. McLeod, Sr., the firm focuses on supporting startups that demonstrate strong growth potential and innovative solutions.
Address: 333 S 7th St UNIT 1110, Minneapolis, MN 55402
Phone: 19528833210
Email: [email protected]
Website: http://startecinv.com/
Advanced Capital Group
Advanced Capital Group (ACG) is a Minneapolis-based Registered Investment Advisor (RIA) firm founded in 1998. The firm specializes in delivering customized financial solutions for both institutions and individuals, emphasizing a proactive and collaborative approach to enhance financial outcomes. ACG integrates innovation with personalized strategies to drive proven results for its partners.
Address: 50 South 6th St #975, Minneapolis, MN 55402
Phone: 18662255224
Email: [email protected]
Website: http://acgbiz.com/
Wealth Architects Inc
Wealth Architects, Inc. is a Minneapolis-based financial advisory firm dedicated to providing personalized financial planning and investment management services. Founded in 1998, the firm emphasizes building long-term relationships with clients, ensuring that each financial plan is tailored to individual needs and preferences. Affiliated with LPL Financial, Wealth Architects, Inc. operates with the flexibility to offer a wide range of investment options, always prioritizing the client’s best interests.
Address: 9800 Shelard Pkwy Ste 220, Minneapolis, MN 55441
Phone: 17637462238
Email: [email protected]
Website: https://www.wealtharchitectsinc.com/
Benchmark Financial Group
Benchmark Financial Group is committed to helping clients pursue their financial goals by providing access to a wide range of financial products and services. The firm emphasizes the importance of understanding financial concepts behind investing, retirement, estate planning, and wealth preservation. Through educational resources and personalized guidance, they aim to empower clients to make informed financial decisions.
Address: 310 4th Ave S, Minneapolis, MN 55415
Phone: 16516992050
Email: [email protected]
Website: https://www.wealtharchitectsinc.com/
Ernest Draper
Ernest A. Draper, CFP®, is a seasoned financial advisor based in Minnetonka, Minnesota, with over 24 years of experience in the financial services industry. He specializes in comprehensive financial planning, innovative investment strategies, and wealth preservation for affluent professionals, executives, and business owners.
Address: 920 2nd Ave S, Minneapolis, MN 55402
Phone: 16512468255
Email: [email protected]
Website: http://www.ernestdraper.com/p/contact-us
Summit Creek Advisors
Summit Creek Advisors is an employee-owned investment management firm headquartered in Minneapolis, Minnesota. Established in 2005 by Joseph J. Docter, CFA, and Adam N. Benson, CFA, the firm specializes in Small Cap and SMid Cap Growth strategies. Their disciplined investment process focuses on identifying high-quality companies with consistent and above-average growth, while maintaining a keen attention to valuation. Summit Creek Advisors offers portfolio management services to a diverse clientele, including corporate and public pensions, foundations, endowments, family offices, and high-net-worth individuals. With a commitment to delivering superior long-term performance and exceptional client service, the firm has established a solid track record of risk-adjusted outperformance over full market cycles.
Address: 120 South 6th St UNIT 2200, Minneapolis, MN 55402
Phone: 16127468990
Email: [email protected]
Website: http://www.summitcreekadvisors.com/
401 Group at Focus Financial
The 401 Group at Focus Financial is an independent, full-service wealth management firm headquartered in Minneapolis, Minnesota. The firm is dedicated to delivering personalized financial planning and investment management services, emphasizing fiduciary responsibility and client-centric strategies.
Address: 401 N 3rd St Suite 210, Minneapolis, MN 55401
Phone: 16127460588
Email: [email protected]
Website: http://www.401group-focusfinancial.com/
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