Find a Financial Advisor in Prior Lake, MN

 

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

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We Only Work With The Best Prior Lake 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 Prior Lake, MN


  • Financial Advisor Close to Prior Lake, 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 Prior Lake, 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 Prior Lake, MN

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

  • Population: 26,365
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $327,400
  • Average Monthly Housing Cost: $1,619
  • Average Household Income: $133,700
  • 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 Prior Lake, MN

 

NAVPOINT FINANCIAL, INC.

Website

(952) 746-1115

16180 Hastings Ave Se Suite 301

Prior Lake, MN 55372

SEC#: 801-55229
Years in Business: 24 years

BFC PLANNING, INC.

Website

(952) 440-8200

14093 Commerce Ave Ne

Prior Lake, MN 55372

SEC#: 801-67427
Years in Business: 15 years

BFC PLANNING, INC.

Website

(952) 440-8200

14093 Commerce Ave Ne

Prior Lake, MN 55372

SEC#: 801-67427
Years in Business: 15 years

 


Prior Lake, MN Financial Advisor FAQs

The widest range of prospective clients are accessible online through various websites and services, but this can make it difficult to find one in particular. Luckily, you can get a sense for the quality of an advisor by reading their biographies or checking out their work portfolio (if available) before requesting a meeting.
The role of a financial advisor is to help people reach their long term money goals in the most efficient way possible.
A reliable advisor should maintain a CFP designation, be available to discuss all pertinent information with you thoroughly and freely, give referrals for tax preparation, have access to lending services or stock market trading.
It's important to have someone giving you advice about your finances. A good advisor will work on your behalf to help you achieve life goals that are both long term and short term by guiding you on what decisions should be made regarding where to invest money now versus later just to name one example.