Find a Financial Advisor in Golden Valley, MN

 

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We did the hard work of finding trustworthy partners in Golden Valley, MN.

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We Only Work With The Best Golden Valley 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Golden Valley, MN


  • Financial Advisor Close to Golden Valley, 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

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

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

  • Population: 21,566
  • % of Population 62 Years and Over: 27.9%
  • Average Home Value: $320,800
  • Average Monthly Housing Cost: $1,473
  • Average Household Income: $126,962
  • 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 Golden Valley, MN

 

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Website

(763) 923-2270

701 Xenia Avenue South
Suite 100
Golden Valley, MN 55416

SEC#: 801-80809
Years in Business: 6 years

ADVISORNET FINANCIAL, INC.

Website

(763) 762-3400

8401 Golden Valley Road, Suite 225

Golden Valley, MN 55427

SEC#: 801-77035
Years in Business: 9 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(763) 746-3110

701 Xenia Ave. S.

Golden Valley, MN 55416

SEC#: 801-29618
Years in Business: 34 years

GARDNER ADVISORS INC.

Website

(763) 544-4918

2120 Pennsylvania Ave N.

Golden Valley, MN 55427

SEC#: 801-120259
Years in Business: 0 years

GARDNER ADVISORS INC.

Website

(763) 544-4918

2120 Pennsylvania Ave N.

Golden Valley, MN 55427

SEC#: 801-120259
Years in Business: 0 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(763) 746-3110

701 Xenia Ave. S.

Golden Valley, MN 55416

SEC#: 801-29618
Years in Business: 34 years

GARDNER ADVISORS INC.

Website

(763) 544-4918

2120 Pennsylvania Ave N.

Golden Valley, MN 55427

SEC#: 801-120259
Years in Business: 0 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(763) 595-9999

701 Xenia Ave. S.

Golden Valley, MN 55416

SEC#: 801-29618
Years in Business: 34 years

GARDNER ADVISORS INC.

Website

(763) 544-4918

2120 Pennsylvania Ave N.

Golden Valley, MN 55427

SEC#: 801-120259
Years in Business: 0 years

 


Golden Valley, MN Financial Advisor FAQs

A financial advisor is a professional who is skilled in investment and personal finance. A financial advisor may offer you advice on where to save and invest your wealth, how much insurance you need (if any), and will help you prepare for retirement.
The financial advisor's goal, ideally, is not to make the most money for their clients but rather provide advice so that they can achieve their goals within an amount of acceptable risk.
An advisor who is not only familiar with the challenges of your particular financial situation, but also understands your investment time horizon are important factors when determining if hiring an advisor is right for you.
A financial advisor is difficult to pin down in terms of pricing due to the amount of variables in both investment and adviser-related costs so it's entirely dependent on their compensation model.