{"id":17830,"date":"2025-04-11T15:07:21","date_gmt":"2025-04-11T15:07:21","guid":{"rendered":"https:\/\/pillarwm.com\/wealth-managements\/?page_id=17830"},"modified":"2025-04-23T17:39:09","modified_gmt":"2025-04-23T17:39:09","slug":"minneapolis-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/wealth-managements\/minneapolis-to-consider\/","title":{"rendered":"Wealth Management in Minneapolis To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/Wealth-Management-in-Minneapolis-To-Consider-1024x701.jpeg\" alt=\"Wealth Management in Minneapolis To Consider\" class=\"wp-image-36694\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/Wealth-Management-in-Minneapolis-To-Consider-1024x701.jpeg 1024w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/Wealth-Management-in-Minneapolis-To-Consider-768x525.jpeg 768w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/Wealth-Management-in-Minneapolis-To-Consider-600x411.jpeg 600w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/Wealth-Management-in-Minneapolis-To-Consider.jpeg 1216w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Whether you\u2019re planning for retirement, working to build long-term wealth, or seeking reliable financial guidance, choosing the right wealth manager can have a significant impact. Minneapolis is home to a wide array of experienced professionals dedicated to helping individuals, families, and business owners pursue their financial goals with confidence.<\/p>\n\n\n\n<p>To make your search easier, we\u2019ve compiled a list of wealth managers in Minneapolis\u2014each offering personalized strategies and tailored support to meet your specific financial needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Vector Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcdzZErpcYN8XyK2PE3F0MepETA-4LP8pqh5dbzwNtU8FmGL8yZC3K_9GQHFAJ4ALM3BlMsJboc4CZQ7TiBeR2EED6oSUgfTQkp8my3r8jkPAa5bqbmuVa_Py15A216Cv4u1hsL.png\" alt=\"\" class=\"wp-image-36702\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcdzZErpcYN8XyK2PE3F0MepETA-4LP8pqh5dbzwNtU8FmGL8yZC3K_9GQHFAJ4ALM3BlMsJboc4CZQ7TiBeR2EED6oSUgfTQkp8my3r8jkPAa5bqbmuVa_Py15A216Cv4u1hsL.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcdzZErpcYN8XyK2PE3F0MepETA-4LP8pqh5dbzwNtU8FmGL8yZC3K_9GQHFAJ4ALM3BlMsJboc4CZQ7TiBeR2EED6oSUgfTQkp8my3r8jkPAa5bqbmuVa_Py15A216Cv4u1hsL-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Vector Wealth Management, based in Minneapolis, Minnesota, is a fee-based, fiduciary financial advisory firm managing approximately $1.3 billion in assets across nearly 3,000 client accounts. Established in 1993 and operating as SNS Financial Group LLC, the firm offers comprehensive services including retirement planning, investment management, tax strategies, estate planning, and business transition planning. Their team of 18 advisors holds certifications such as CFP\u00ae, CFA, CPA, and AIF\u00ae, providing personalized, conflict-free guidance to individuals, families, and business owners. Vector Wealth Management emphasizes a collaborative, client-first approach, aiming to simplify complex financial decisions and help clients achieve their long-term financial goals.<\/p>\n\n\n\n<p>Address: 43 SE Main St UNIT 236, Minneapolis, MN 55414<\/p>\n\n\n\n<p>Phone: 6123787560<\/p>\n\n\n\n<p>Email: vwm@vectorwealth.com<\/p>\n\n\n\n<p>Website: https:\/\/www.vectorwealth.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Palisade Asset Management LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeOcIIZCfvrlifLz2bY4qwCVdi-gVJE-z9PHCKexXYs4Z1dxhcnP8AhcaGhCHD242b8RruSggycP6IzSNjNdQMpfOEJvhxa4Dq1CpYksktqydJoPBctYGHNmJOT4Zp3pBOnHgGp.png\" alt=\"\" class=\"wp-image-36696\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeOcIIZCfvrlifLz2bY4qwCVdi-gVJE-z9PHCKexXYs4Z1dxhcnP8AhcaGhCHD242b8RruSggycP6IzSNjNdQMpfOEJvhxa4Dq1CpYksktqydJoPBctYGHNmJOT4Zp3pBOnHgGp.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXeOcIIZCfvrlifLz2bY4qwCVdi-gVJE-z9PHCKexXYs4Z1dxhcnP8AhcaGhCHD242b8RruSggycP6IzSNjNdQMpfOEJvhxa4Dq1CpYksktqydJoPBctYGHNmJOT4Zp3pBOnHgGp-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Palisade Asset Management is an independent, employee-owned investment firm headquartered in Minneapolis, Minnesota, founded in 2002. The firm specializes in providing customized investment management and comprehensive family office services to high-net-worth individuals, families, business owners, and executives across the United States. Palisade&#8217;s investment approach focuses on high-quality individual securities, balancing growth potential with stability and tax efficiency. Their family office services include financial planning, tax and estate advisory, individual trustee services, and philanthropic planning, all tailored to each client&#8217;s unique circumstances. With approximately $1.3 billion in assets under management and a client base of 103, Palisade emphasizes long-term relationships and a client-centric approach to wealth management.<\/p>\n\n\n\n<p>Address: 100 S 5th St #420, Minneapolis, MN 55402<\/p>\n\n\n\n<p>Phone: 6124552900<\/p>\n\n\n\n<p>Email: info@palisadeam.com<\/p>\n\n\n\n<p>Website: http:\/\/www.palisadeam.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Logan Park Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-L8LbgJOojpnVRck6DrTOpsVu79prz33-FAtrAA_S0cZlcnlniOoW6oqiMhbHhBp_tgbWEz2d_HXdfalAkqXM1kJ1caAPQl946eqPZ3KgFuKv6bc_W62JZW9y-FRuH-WCPdCYLg.png\" alt=\"\" class=\"wp-image-36703\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-L8LbgJOojpnVRck6DrTOpsVu79prz33-FAtrAA_S0cZlcnlniOoW6oqiMhbHhBp_tgbWEz2d_HXdfalAkqXM1kJ1caAPQl946eqPZ3KgFuKv6bc_W62JZW9y-FRuH-WCPdCYLg.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXc-L8LbgJOojpnVRck6DrTOpsVu79prz33-FAtrAA_S0cZlcnlniOoW6oqiMhbHhBp_tgbWEz2d_HXdfalAkqXM1kJ1caAPQl946eqPZ3KgFuKv6bc_W62JZW9y-FRuH-WCPdCYLg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Logan Park Wealth Management (LPWM), based in Minneapolis, Minnesota, is an independent, fee-only registered investment advisor (RIA) committed to providing comprehensive financial planning and investment management services. The firm specializes in areas such as retirement income planning, tax strategies, estate planning, trust services, and multigenerational wealth transfer, aiming to help clients navigate complex financial landscapes and achieve their long-term goals. LPWM operates with a fiduciary duty, ensuring that client interests are placed above all else. The team comprises highly credentialed professionals, including Certified Financial Planner\u2122 (CFP\u00ae) and Chartered Retirement Planning Counselor (CRPC\u00ae) designations, bringing decades of experience to their client relationships. Their holistic approach integrates behavioral finance principles to address both the technical and emotional aspects of wealth management. LPWM is located at 121 S 8th St, Suite 1110, Minneapolis, MN 55402, and offers services to clients nationwide.<\/p>\n\n\n\n<p>Address: 121 S 8th St UNIT 1110, Minneapolis, MN 55402<\/p>\n\n\n\n<p>Phone: 6123152105<\/p>\n\n\n\n<p>Email: wayne.paske@lpwm.com<\/p>\n\n\n\n<p>Website: http:\/\/www.lpwm.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">White Oaks Wealth Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcz7qxgmWgdeCRf5_VWgWtcHfrb3aXQN0R3P3wXYCuwrjsS1Rgs60_Zf1d8SPKcx9uVpTGlqBMgMzmY4Ihd1r1lVL2e5NVkiv7ychJxB9bhuT26TFwM_Mj9SDJx65t0lLkRv9iC.png\" alt=\"\" class=\"wp-image-36698\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcz7qxgmWgdeCRf5_VWgWtcHfrb3aXQN0R3P3wXYCuwrjsS1Rgs60_Zf1d8SPKcx9uVpTGlqBMgMzmY4Ihd1r1lVL2e5NVkiv7ychJxB9bhuT26TFwM_Mj9SDJx65t0lLkRv9iC.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcz7qxgmWgdeCRf5_VWgWtcHfrb3aXQN0R3P3wXYCuwrjsS1Rgs60_Zf1d8SPKcx9uVpTGlqBMgMzmY4Ihd1r1lVL2e5NVkiv7ychJxB9bhuT26TFwM_Mj9SDJx65t0lLkRv9iC-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>White Oaks Wealth Advisors (WOWA), established in 1986 and headquartered in Minneapolis with an additional office in Sarasota, Florida, is a fee-only, independent registered investment advisory firm. The firm offers comprehensive services including fee-only financial planning, investment management, wealth management, family office services, and trust services. WOWA caters to high-net-worth individuals, particularly those with investable assets exceeding $2 million, providing access to investment strategies typically reserved for ultra-wealthy clients. The firm&#8217;s team, led by CEO Sharon Bloodworth, CFP\u00ae, comprises seasoned professionals holding respected industry certifications such as CFP\u00ae, CPA, and CFA\u00ae. Operating as fiduciaries, WOWA emphasizes a client-first approach, ensuring unbiased advice and personalized financial solutions. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification and cost-efficiency to enhance long-term client outcomes. With a commitment to transparency and client-centric service, White Oaks Wealth Advisors continues to build lasting relationships, helping clients navigate the complexities of wealth management with confidence.<\/p>\n\n\n\n<p>Address: 5500 Wayzata Blvd Suite 290, Minneapolis, MN 55402<\/p>\n\n\n\n<p>Phone: 6124556900<\/p>\n\n\n\n<p>Email: sharon@whiteoakswealth.com<\/p>\n\n\n\n<p>Website: https:\/\/www.whiteoakswealth.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tealwood Asset Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcQqOxywbm4qIQjOzwiKaTFdeP6BNVf33EUSesUvAxITJKCPA8EyUZPd5OOQVz2hvAyIpG4gPmRCu9Inx3G2b03VdfWaiecevOwA8GfARDcsS0ujDYF-84RJZZGVfNPnSh8uPvGaQ.png\" alt=\"\" class=\"wp-image-36700\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcQqOxywbm4qIQjOzwiKaTFdeP6BNVf33EUSesUvAxITJKCPA8EyUZPd5OOQVz2hvAyIpG4gPmRCu9Inx3G2b03VdfWaiecevOwA8GfARDcsS0ujDYF-84RJZZGVfNPnSh8uPvGaQ.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXcQqOxywbm4qIQjOzwiKaTFdeP6BNVf33EUSesUvAxITJKCPA8EyUZPd5OOQVz2hvAyIpG4gPmRCu9Inx3G2b03VdfWaiecevOwA8GfARDcsS0ujDYF-84RJZZGVfNPnSh8uPvGaQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Tealwood Asset Management, established in 1986 and headquartered in Minneapolis, Minnesota, is an independent, fee-based fiduciary firm dedicated to helping clients achieve their financial goals through personalized wealth management services. The firm emphasizes a client-centric approach, focusing on aligning investment strategies with individual values and priorities to enhance intentional living. Tealwood&#8217;s commitment to independence allows for tailored investment advice, while its fee-based structure ensures transparency and simplicity. Operating under a fiduciary standard, Tealwood prioritizes clients&#8217; best interests, offering institutional custodial safeguards and personalized attention. With a focus on collaboration and education, Tealwood aims to foster meaningful relationships and empower clients to make informed financial decisions.<\/p>\n\n\n\n<p>Address: S th St, Minneapolis, MN 55402<\/p>\n\n\n\n<p>Phone: 6123400181<\/p>\n\n\n\n<p>Email: info@tealwood.com<\/p>\n\n\n\n<p>Website: http:\/\/www.tealwood.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Strong Tower Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdXNVkjSZ_zSeIRcPx5SYHk0Ss1e74t9jpA7DHnjwY-D09kEm-6RZU-xfPLcqxYletVIO6c2ZrTKWlVZR7V1wldxJeHAquf_PpEREVzmJs0SMVdi5mw-6Amdl3j5ARvKsXvDXtnFw.png\" alt=\"\" class=\"wp-image-36699\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdXNVkjSZ_zSeIRcPx5SYHk0Ss1e74t9jpA7DHnjwY-D09kEm-6RZU-xfPLcqxYletVIO6c2ZrTKWlVZR7V1wldxJeHAquf_PpEREVzmJs0SMVdi5mw-6Amdl3j5ARvKsXvDXtnFw.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdXNVkjSZ_zSeIRcPx5SYHk0Ss1e74t9jpA7DHnjwY-D09kEm-6RZU-xfPLcqxYletVIO6c2ZrTKWlVZR7V1wldxJeHAquf_PpEREVzmJs0SMVdi5mw-6Amdl3j5ARvKsXvDXtnFw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Strong Tower Wealth Management is an independent, fee-only wealth advisory firm based in Minneapolis, Minnesota, founded with the mission to serve as trusted stewards of clients&#8217; legacies. Drawing inspiration from the medieval &#8220;keep,&#8221; the firm emphasizes protecting not just financial assets but also clients&#8217; values, vision, and generational aspirations. With over three decades of experience, Strong Tower partners with high-net-worth individuals, families, and business owners to craft comprehensive, values-aligned wealth strategies. Their services encompass investment management, estate planning, tax strategies, and philanthropic guidance, all tailored to each client&#8217;s unique goals. The firm&#8217;s approach is deeply rooted in intentionality, integrity, and a commitment to long-term relationships, aiming to build enduring legacies that reflect clients&#8217; principles and aspirations.<\/p>\n\n\n\n<p>Address: 333 South 7th Street, Suite&nbsp; 2100, Ave S, Minneapolis, MN 55402<\/p>\n\n\n\n<p>Phone: 6124363750<\/p>\n\n\n\n<p>Email: contactus@strongtowerwm.com<\/p>\n\n\n\n<p>Website: http:\/\/strongtowerwm.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allodium Investment Consultants<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtP15o6XqF0kmS7IXQPYF5vft6dwx4CmPRKuQc0ugD0yK8mP5xhdN5PZjd4ky4yKWfx8L8ATFPHXAuwv7UydOjhDGbUYyvK4T0FCbMlMTpkzVw33WV1ALdGZlvhGvPpy_fYUxBBA.png\" alt=\"\" class=\"wp-image-36697\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtP15o6XqF0kmS7IXQPYF5vft6dwx4CmPRKuQc0ugD0yK8mP5xhdN5PZjd4ky4yKWfx8L8ATFPHXAuwv7UydOjhDGbUYyvK4T0FCbMlMTpkzVw33WV1ALdGZlvhGvPpy_fYUxBBA.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXdtP15o6XqF0kmS7IXQPYF5vft6dwx4CmPRKuQc0ugD0yK8mP5xhdN5PZjd4ky4yKWfx8L8ATFPHXAuwv7UydOjhDGbUYyvK4T0FCbMlMTpkzVw33WV1ALdGZlvhGvPpy_fYUxBBA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Allodium Investment Consultants, founded in 2005 and based in Minneapolis, Minnesota, is an independent, employee-owned, fee-only registered investment advisory firm managing over $400 million in assets and advising on an additional $200 million. The firm offers a comprehensive suite of services, including wealth management, financial planning, investment consulting, fiduciary consulting, and fiduciary management for both individual and institutional clients. Serving a diverse clientele\u2014ranging from professionals and business owners to trusts, foundations, and non-profit organizations\u2014Allodium emphasizes a fiduciary standard of care, ensuring that all advice is objective and aligned with clients&#8217; best interests. Their investment approach allows clients to control key policy decisions while delegating portfolio management to professionals, adhering to best practices outlined in the &#8220;Prudent Practices for Investment Advisors&#8221; handbook by Fi360. By eschewing commissions and proprietary products, Allodium provides unbiased, personalized financial guidance aimed at simplifying and improving clients&#8217; financial lives.<\/p>\n\n\n\n<p>Address: 500 Washington Ave S #4400, Minneapolis, MN 55415<\/p>\n\n\n\n<p>Phone: 6122303700<\/p>\n\n\n\n<p>Email: dbromelkamp@aicria.com<\/p>\n\n\n\n<p>Website: https:\/\/www.allodium.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sterling Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXd9BtbNS7J26onQmkHubb-faW-T9GdyjlJvNI267I4BpaArlgziRQ9gawLsLAn4K3WYGq6POOFRzeXIyH5e_SQqfN_NvucId-ccgq90s1DGLaeeN-ez2LGZKXPXriEqSxEP5FOkCg.png\" alt=\"\" class=\"wp-image-36701\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXd9BtbNS7J26onQmkHubb-faW-T9GdyjlJvNI267I4BpaArlgziRQ9gawLsLAn4K3WYGq6POOFRzeXIyH5e_SQqfN_NvucId-ccgq90s1DGLaeeN-ez2LGZKXPXriEqSxEP5FOkCg.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXd9BtbNS7J26onQmkHubb-faW-T9GdyjlJvNI267I4BpaArlgziRQ9gawLsLAn4K3WYGq6POOFRzeXIyH5e_SQqfN_NvucId-ccgq90s1DGLaeeN-ez2LGZKXPXriEqSxEP5FOkCg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Sterling Wealth Management, headquartered in Champaign, Illinois, is a fee-only, independent advisory firm founded in 2004 with the mission to provide honest, personalized financial guidance. The firm offers comprehensive wealth management services, including investment consulting, tax strategies, estate planning, and philanthropic advising, tailored to the unique needs of high-net-worth individuals and families. Emphasizing a consultative approach, Sterling acts as a personal Chief Financial Officer for clients, coordinating all aspects of their financial lives to align resources with personal values. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification, low costs, and disciplined processes to manage risk and achieve long-term goals. Committed to building lifelong relationships, Sterling treats each client as part of their extended family, ensuring individualized attention and proactive service. The firm&#8217;s dedication to education and community involvement further underscores its holistic approach to wealth management.<\/p>\n\n\n\n<p>Address: 301 North Neil Street, Suite 203, Champaign, Illinois 61820<\/p>\n\n\n\n<p>Phone:&nbsp; 2173981900<\/p>\n\n\n\n<p>Email: Hello@SterlingWealthManagement.com<\/p>\n\n\n\n<p>Website: http:\/\/sterlingwealthmanagement.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Moxie Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXedW6kJ65IrpM0VjOkI8lH4LHiMq5XgMmKome1zhX34BqWQmK4PIyg0kbxJTFjDqblW6tsd51OlHrUldbMYaObrXRtpq0bKSDl4_d9VT152a3HTeiEQ7dHBbRnKamhgVTDHsNXT.png\" alt=\"\" class=\"wp-image-36705\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXedW6kJ65IrpM0VjOkI8lH4LHiMq5XgMmKome1zhX34BqWQmK4PIyg0kbxJTFjDqblW6tsd51OlHrUldbMYaObrXRtpq0bKSDl4_d9VT152a3HTeiEQ7dHBbRnKamhgVTDHsNXT.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXedW6kJ65IrpM0VjOkI8lH4LHiMq5XgMmKome1zhX34BqWQmK4PIyg0kbxJTFjDqblW6tsd51OlHrUldbMYaObrXRtpq0bKSDl4_d9VT152a3HTeiEQ7dHBbRnKamhgVTDHsNXT-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Moxie Wealth Management, founded in 2015 by Joseph Burgess and Kristin Brandli Printon, is a Minneapolis-based financial advisory firm that offers comprehensive wealth management services tailored to high-achieving individuals and business owners. The firm emphasizes a values-driven, goals-based approach, guiding clients through a structured process likened to a mountain climb\u2014encompassing preparation, ascent, summit, and descent\u2014to achieve financial clarity and intentional living. Services include financial planning, investment strategies, estate planning, and legacy building, all delivered with a commitment to personalized support and fiduciary responsibility. Affiliated with North Star Resource Group and operating under Cetera Advisor Networks LLC, Moxie Wealth Management integrates professional expertise with a client-centric philosophy to help individuals align their financial decisions with their life aspirations.<\/p>\n\n\n\n<p>Address: 2701 University Ave SE, Minneapolis, MN 55414<\/p>\n\n\n\n<p>Phone:&nbsp; 6126176000<\/p>\n\n\n\n<p>Email: lacey.sand@northstarfinancial.com<\/p>\n\n\n\n<p>Website: http:\/\/moxiewealthmanagement.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nicollet Investment Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfgx71NtJ2UsfJM1JJvCt2Pk4CHkEtdH5RXKaejZgHKRKFRZCQql6HNwp2FiZ1pWWwfYXc_sl8YRGoE75xaAOy2JclrowbADiWwokEJtNpnmGNn15E9CwGZgSDBslbOK8Oc74h3Ug.png\" alt=\"\" class=\"wp-image-36704\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfgx71NtJ2UsfJM1JJvCt2Pk4CHkEtdH5RXKaejZgHKRKFRZCQql6HNwp2FiZ1pWWwfYXc_sl8YRGoE75xaAOy2JclrowbADiWwokEJtNpnmGNn15E9CwGZgSDBslbOK8Oc74h3Ug.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/AD_4nXfgx71NtJ2UsfJM1JJvCt2Pk4CHkEtdH5RXKaejZgHKRKFRZCQql6HNwp2FiZ1pWWwfYXc_sl8YRGoE75xaAOy2JclrowbADiWwokEJtNpnmGNn15E9CwGZgSDBslbOK8Oc74h3Ug-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Nicollet Investment Management, established in 2000 and headquartered in Minneapolis, Minnesota, is an independent, fee-only registered investment advisory firm managing approximately $477 million in assets for a diverse clientele across the United States . The firm offers comprehensive financial services, including personalized financial planning, investment management, and wealth advisory services. Their investment approach encompasses tailored portfolios within two broad asset classes: fixed income, utilizing individual investment-grade bonds, and equities, focusing on actively managed large-cap and mid\/small-cap growth strategies . Nicollet&#8217;s client base includes individuals, families, business owners, non-profits, and institutional clients, with no account minimums, emphasizing a commitment to accessible, customized financial solutions . The firm&#8217;s philosophy centers on understanding each client&#8217;s unique story and goals, ensuring that financial strategies are aligned with their values and aspirations.\u200b<\/p>\n\n\n\n<p>Address: 800 N Washington Ave Suite 150, Minneapolis, MN 55403<\/p>\n\n\n\n<p>Phone:&nbsp; 6129153033<\/p>\n\n\n\n<p>Email: jamier@nicolletinvest.com<\/p>\n\n\n\n<p>Website: http:\/\/nicolletinvest.com\/<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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Minneapolis is home to a [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":36694,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-17830","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/17830","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/comments?post=17830"}],"version-history":[{"count":4,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/17830\/revisions"}],"predecessor-version":[{"id":36706,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/pages\/17830\/revisions\/36706"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/media\/36694"}],"wp:attachment":[{"href":"https:\/\/pillarwm.com\/wealth-managements\/wp-json\/wp\/v2\/media?parent=17830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}