A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.
Find the right advisors to meet your financial planning needs in Minnesota
Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.
A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.
To make your job easier, we have compiled a list of top vetted financial planners in Minnesota that can fulfill your requirements.
List of Qualified
Financial Planners in Minnesota
Greg Rieckhoff
Valley Asset Manager
13955 W Preserve Blvd #302
Burnsville, MN 55337
612-296-6681
Connect with Greg
John Severy-Hoven
Oracle Financial Planners LLC
1595 Selby Avenue
Suite 213
Saint Paul, MN 55104
651-442-0465
Connect with John
Amanda Cooney
Evergreen Financial Group
3161 Fernbrook Lane
Plymouth, MN 55447
612-339-5352
Connect with Amanda
Jordan DeBoer
Calibration Financial
120 Central Ave N
Ste A
Milaca, MN 56353
320-362-6002
Connect with Jordan
Peter Fleming
Edelman Financial Engines, LLC
9483 Garland Lane
Maple Grove, MN 55311
952-283-7453
Connect with Peter
Peter Fleming
Edelman Financial Engines, LLC
1960 Donegal Drive Suite 40
Woodbury, MN 55125
952-283-7453
Connect with Peter
Tyler Schelhaas
Vector Wealth Management
43 Main Street SE
Suite 236
Minneapolis, MN 55414
612-378-7560
Connect with Tyler
Joe Schwarz
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC
50 South Sixth Street
#1405
Minneapolis, MN 55402
612-355-4365
Connect with Joe
Wealth Enhancement Advisory Services
Wealth Enhancement Group
505 N. Highway 169
Suite 900
Plymouth, MN 55441
888-236-9777
Connect with Wealth
Shaun Marline
Marline & Associates LLC Wealth Management
11 East Superior Street
Suite 532
Duluth, MN 55802
218-260-8747
Connect with ShaunFrequently Asked Questions
How to choose a good Financial Planner?
While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.
What does a Financial Planner do?
A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.
How much does a Financial Planner cost?
Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.
What questions to ask a Financial Planner?
When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:
- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on
- How much do you charge? Do you charge a fee or a commission based on assets handled?
- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?
- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?
Popular Articles
Cash Flow vs. Goal-Based Financial Planning
Cash Flow vs. Goal-Based Financial Planning
4 Financial Planning Tips For Your Family
8 Financial Planning Steps To Take To Help Ensure Financial Wellbeing
2022 Financial Planning Trends and Their Implications
9 Good Financial Habits to Improve Your Financial Success
5 Financial Planning Tips for 5 Stages of Life
Why Work With a Registered Investment Advisor?
7 Financial Planning Tips for Physicians
How Asset Management Can Increase Your Wealth
What Is the Difference Between a Wealth Manager and a Financial Advisor?
Key Components of a Good Financial Plan
Why It Is Important to Revisit Your Financial Plan in 2022
10 Critical Financial Planning Mistakes People Make
How to Find a Financial Advisor You Can Trust
What Is Personal Financial Planning and Why Is It Important?
Private Wealth Manager vs. Financial Planner: What’s The Difference?
What are the Costs of Hiring a Financial Planner and Is Hiring One Worth It?
Are Financial Advisory Fees Tax Deductible?
8 Ways A Financial Advisor Can Help You Manage Your Finances
5 Reasons Why You Should Share Complete Information With Your Financial Advisor
6 Ways an Effective Financial Plan Can Help You in a Financial Crisis
8 Reasons Why You May Need a Financial Advisor
Do I Need a Portfolio Manager or an Investment Advisor?
Why Should You Hire a Fiduciary Financial Advisor?
Should You Hire an Independent Financial Advisor?
Top Financial Regulators That Oversee Financial Advisors
8 Important Things to Discuss With Your Financial Advisor
The Importance of Portfolio Diversification in Your Financial Planning
How To Get Impulse Spending Under Control To Achieve Your Financial Goals
Achieving Your Financial Goals with the Help of a Financial Advisor
How Financial Planning Can Help You Adapt to Market Fluctuations
8 Tips For Your Virtual Meeting With Your Financial Advisor
How Taxes Affect Your Long-Term Financial Planning Goals
Important Aspects of Financial Planning in the Age of Digitalization
Six Important Ethical Standards to Expect from Your Financial Advisor
7 Reasons to Hire a Financial Advisor
How to Evaluate the Performance of Your Financial Advisor
