Find a Financial Planner in Hennepin County, MN

 

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We did the hard work of finding trustworthy partners in Hennepin County, MN.

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We Only Work With The Best Hennepin County 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 Hennepin County, MN


  • Financial Advisor Close to Hennepin County, 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 Hennepin County 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 Hennepin County 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.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Hennepin County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.2% of Hennepin County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Hennepin County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Hennepin County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Hennepin County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Hennepin County area often offer tax planning services to their clients. 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 Hennepin County 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 Hennepin County 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 Hennepin County, 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 Hennepin County, MN

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

  • Population: 1245,837
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $282,000
  • Average Monthly Housing Cost: $1,318
  • Average Household Income: $110,079
  • 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 Hennepin County, MN


SPEECE THORSON CAPITAL GROUP INC

Website

(612) 338-4649

225 South 6th Street
Suite 2575
Minneapolis, MN 55402

SEC#: 801-39816
Years in Business: 29 years

COMPASS CAPITAL MANAGEMENT INC

Website

(612) 338-4051

706 Second Avenue South
Suite 400
Minneapolis, MN 55402

SEC#: 801-32238
Years in Business: 33 years

WHITE PINE CAPITAL LLC

Website

(612) 376-9765

120 South 6th Street
Suite 1200
Minneapolis, MN 55402

SEC#: 801-57154
Years in Business: 21 years

THOMAS LEO ADVISORY, LLC

Website

(612) 208-1641

4353 Upton Avenue South

Minneapolis, MN 55410

SEC#: 801-112656
Years in Business: 3 years

NEPSIS ADVISOR SERVICES, INC.

Website

(952) 746-2003

8674 Eagle Creek Circle

Minneapolis, MN 55378

SEC#: 801-74765
Years in Business: 9 years

NORTHROCK PARTNERS, LLC

Website

(612) 367-8800

225 South Sixth Street
Suite 1400
Minneapolis, MN 55402

SEC#: 801-78194
Years in Business: 8 years

360 FINANCIAL

Website

(952) 542-8900

849 Lake Street East

Minneapolis, MN 55391

SEC#: 801-78425
Years in Business: 7 years

PGI WEALTH MANAGEMENT

Website

(612) 333-9102

220 South 6th Street
Suite 2125
Minneapolis, MN 55402

SEC#: 801-119808
Years in Business: 0 years

PIPER SANDLER FINANCE MANAGEMENT, LLC

Website

(612) 303-6000

800 Nicollet Mall

Minneapolis, MN 55402

SEC#: 801-118908
Years in Business: 1 years

ALLIANZ INVESTMENT MANAGEMENT LLC

Website

(763) 765-6500

5701 Golden Hills Drive

Minneapolis, MN 55416

SEC#: 801-60167
Years in Business: 20 years