Find a Financial Planner in Bloomington, MN

 

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We Only Work With The Best Bloomington Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bloomington, MN


  • Financial Advisor Close to Bloomington, MN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bloomington Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Bloomington area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Bloomington can include managing client retirement accounts, investments, tax plans, and more.
23.5% of Bloomington's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Bloomington area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Bloomington area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Bloomington area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Bloomington area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Minnesota has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Bloomington area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Bloomington area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Bloomington, MN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bloomington, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Bloomington financial advisors.
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How Retirement-Friendly is Bloomington, MN?

  • Population: 85,332
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $253,300
  • Average Monthly Housing Cost: $1,231
  • Average Household Income: $96,453
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)


The Top Financial Advisor Firms in Bloomington, MN


GUARDIAN WEALTH ADVISORS, LLC

Website

(952) 746-3211

8201 Norman Center Drive, Suite 420

Bloomington, MN 55437

SEC#: 801-87183
Years in Business: 6 years

BERGANKDV WEALTH MANAGEMENT, LLC

Website

(888) 812-3533

3800 American Blvd
Suite 1000
Bloomington, MN 55431

SEC#: 801-67536
Years in Business: 14 years

CAISSA WEALTH STRATEGIES

Website

(952) 777-2270

7825 Washington Ave S.
Suite 725
Bloomington, MN 55439

SEC#: 801-114229
Years in Business: 2 years

LEGACY FINANCIAL ADVISORS CORPORATION

Website

(952) 893-5555

3500 American Blvd W
Suite 675
Bloomington, MN 55431

SEC#: 801-62026
Years in Business: 18 years

BGM WEALTH PARTNERS

Website

(952) 844-2500

4470 West 78th St. Circle
Suite 200
Bloomington, MN 55435

SEC#: 801-53285
Years in Business: 24 years

ACUMEN FINANCIAL ADVISORS, LLC

Website

(952) 897-5777

8500 Normandale Lake Blvd.
Suite 920
Bloomington, MN 55437

SEC#: 801-71042
Years in Business: 11 years

FURE FINANCIAL CORPORATION

Website

(952) 944-8250

8500 Normandale Lake Boulevard
Suite 950
Bloomington, MN 55437

SEC#: 801-110688
Years in Business: 4 years

PERSONAL WEALTH PARTNERS LLC

Website

(952) 955-9781

7900 International Drive
Suite 510
Bloomington, MN 55425

SEC#: 801-80198
Years in Business: 6 years

STEVENS FOSTER FINANCIAL ADVISORS

Website

(952) 843-4200

7901 Xerxes Avenue South
Suite 325
Bloomington, MN 55431

SEC#: 801-80128
Years in Business: 6 years

WEBB FINANCIAL GROUP

Website

(952) 837-3200

8120 Penn Avenue South
Suite 177
Bloomington, MN 55431

SEC#: 801-39985
Years in Business: 29 years