Find a Financial Planner in Plymouth, MN

 

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

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We Only Work With The Best Plymouth 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 Plymouth, MN


  • Financial Advisor Close to Plymouth, 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 Plymouth Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Plymouth 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 planners in Plymouth offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.9% of Plymouth'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 Plymouth area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Plymouth area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Plymouth area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Plymouth area who determine what breaks are available to you to minimize your tax payments. 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 Plymouth 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Plymouth area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 78,134
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $360,600
  • Average Monthly Housing Cost: $1,464
  • Average Household Income: $139,764
  • 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 Plymouth, MN


WALLEYE CAPITAL LLC

Website

(952) 345-5200

2800 Niagara Lane North

Plymouth, MN 55447

SEC#: 801-113731
Years in Business: 3 years

INVESTORS FINANCIAL GROUP

Website

(763) 525-0001

9800 Shelard Parkway
Suite 220
Plymouth, MN 55441

SEC#: 801-71540
Years in Business: 11 years

GEN FINANCIAL MANAGEMENT INC.

Website

(952) 513-1466

10810 Old County Road 15
Suite 200
Plymouth, MN 55441

SEC#: 801-57823
Years in Business: 21 years

VPWM ADVISORS

Website

(763) 587-7120

505 North Highway 169
Suite 260
Plymouth, MN 55441

SEC#: 801-99343
Years in Business: 6 years

WORK OPTIONAL, INC.

Website

(952) 475-7000

3360 B Annapolis Lane North

Plymouth, MN 55447

SEC#: 801-113463
Years in Business: 3 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(763) 417-1700

505 North Hwy 169
Suite 900
Plymouth, MN 55441

SEC#: 801-60749
Years in Business: 19 years

ECHO WEALTH MANAGEMENT, LLC

Website

(763) 432-7875

3033 Campus Drive
Suite N145
Plymouth, MN 55441

SEC#: 801-117873
Years in Business: 1 years

BERGER FINANCIAL GROUP

Website

(763) 746-2666

1695 State Hwy 169

Plymouth, MN 55441

SEC#: 801-118923
Years in Business: 1 years

WAYZATA INVESTMENT PARTNERS LLC

Website

(952) 345-0700

One Carlson Parkway North
Suite 220
Plymouth, MN 55447

SEC#: 801-63304
Years in Business: 17 years

ROSSJOHNSON & ASSOCIATES, LLC

Website

(763) 560-2127

3380 Annapolis Lane
N B-100
Plymouth, MN 55447

SEC#: 801-118296
Years in Business: 1 years