Find a Financial Planner in Minnehaha County, SD

 

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We did the hard work of finding trustworthy partners in Minnehaha County, SD.

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We Only Work With The Best Minnehaha 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 Minnehaha County, SD


  • Financial Advisor Close to Minnehaha County, SD

  • 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 Minnehaha County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Minnehaha County 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 Minnehaha County can include managing client retirement accounts, investments, tax plans, and more.
16.0% of Minnehaha County'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 Minnehaha County 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 Minnehaha County 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 Minnehaha County area an ongoing effort.
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 Minnehaha County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. South Dakota has unique laws defining which actions trigger a taxable event and has the 8th lowest 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 Minnehaha County 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 Minnehaha 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 Minnehaha County, SD


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 Minnehaha County, SD

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

  • Population: 188,674
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $189,600
  • Average Monthly Housing Cost: $931
  • Average Household Income: $77,169
  • South Dakota Total Tax Burden: 7.37% (8th Lowest in U.S.)
  • South Dakota Property Tax: 3.02% (19th Highest in U.S.)
  • South Dakota Individual Income Tax: 0.00% (Lowest in U.S.)
  • South Dakota Sales and Excise Tax: 4.35% (8th Highest in U.S.)


The Top Financial Advisor Firms in Minnehaha County, SD


STANDARD FAMILY OFFICE, LLC

Website

(605) 496-7760

1601 E. 69th Street
Suite 308
Sioux Falls, SD 57108

SEC#: 801-117264
Years in Business: 1 years

PROFESSIONAL FINANCIAL SERVICES, INC.

Website

(605) 338-9191

5024 S. Bur Oak Pl.
Suite 100
Sioux Falls, SD 57108

SEC#: 801-101514
Years in Business: 6 years

ASPEN PRIVATE ADVISORS, LLC

Website

(605) 951-9620

5201 South Western Avenue
Suite 103
Sioux Falls, SD 57108

SEC#: 801-113814
Years in Business: 2 years

ELGETHUN CAPITAL MANAGEMENT

Website

(605) 367-3336

231 S. Phillips Ave.
Suite 201
Sioux Falls, SD 57104

SEC#: 801-66560
Years in Business: 15 years

SAGE CAPITAL ADVISORS, LLC

Website

(844) 279-7243

122 S. Phillips Avenue, Suite 260

Sioux Falls, SD 57104

SEC#: 801-64637
Years in Business: 15 years

COMPASS FINANCIAL GROUP, INC

Website

(605) 338-7150

4300 South Louise Ave.
Suite 300
Sioux Falls, SD 57106

SEC#: 801-76392
Years in Business: 9 years

PARVIN FUND MANAGEMENT

Website

(610) 806-9001

101 S. Reid Street
Suite 307
Sioux Falls, SD 57103

SEC#: 801-119820
Years in Business: 0 years

LAUER CAPITAL MANAGEMENT LTD

Website

(605) 357-8088

1720 S. Spring Avenue

Sioux Falls, SD 57105

SEC#: 801-48112
Years in Business: 26 years

HAHN FINANCIAL GROUP

Website

(605) 275-3600

3101 S. Phillips Avenue

Sioux Falls, SD 57105

SEC#: 801-80401
Years in Business: 6 years