Find a Financial Planner in Excelsior, MN

 

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We Only Work With The Best Excelsior 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 Excelsior, MN


  • Financial Advisor Close to Excelsior, 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 Excelsior Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Excelsior area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Excelsior can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
23.8% of Excelsior'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 Excelsior area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Excelsior area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Excelsior area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Excelsior 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Excelsior area, it typically 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 Excelsior 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 Excelsior, 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 Excelsior, MN

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

  • Population: 2,434
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $692,900
  • Average Monthly Housing Cost: $1,092
  • Average Household Income: $126,538
  • 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 Excelsior, MN


STEBEN & COMPANY, LLC

Website

(240) 631-7600

687 Excelsior Blvd.

Excelsior, MN 55331

SEC#: 801-64686
Years in Business: 15 years

MODUS ADVISORS, LLC

Website

(952) 946-1000

23505 Smithtown Road
Suite 290
Excelsior, MN 55331

SEC#: 801-112534
Years in Business: 3 years

EXCELSIOR INVESTORS

Website

(952) 941-2795

34 Water Street, Suite 8

Excelsior, MN 55331

SEC#: 801-57626
Years in Business: 21 years

LOCORR FUND MANAGEMENT, LLC

Website

(952) 767-2920

687 Excelsior Blvd

Excelsior, MN 55331

SEC#: 801-72130
Years in Business: 10 years