Our Firm

We have 7 MN locations in St Louis Park, Prior Lake, Savage, Richfield/Bloomington, Coon Rapids, Maple Grove and Perham.    We also have a 6 advisors in Bismarck ND that service all of North Dakota and the surrounding area.

We take a full service approach to  Financial Planning and Wealth Management in order to help people pursue their financial goals. 

We offer a vast array of financial services to assist both our Individual and small business clients.

Because every client is unique, we offer independent advisory services.   Because we're independent, we start each relationship with "real" financial planning and focus on unbiased solutions  first.  

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies.  If we don’t offer the services you're looking for or don't provide the finanical products you need, we can refer you to the proper sources.