Find a Financial Planner in Saint Louis Park, MN

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in St. Louis Park, MN.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Saint Louis Park 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 St. Louis Park, MN


  • Financial Advisor Close to St. Louis Park, 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 St. Louis Park Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the St. Louis Park area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in St. Louis Park is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.4% of St. Louis Park'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 St. Louis Park area can create a custom plan and walk with you each step of the way.
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 St. Louis Park 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 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 St. Louis Park 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. In the St. Louis Park area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the St. Louis Park area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 St. Louis Park area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in St. Louis Park, 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 St. Louis Park, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Saint Louis Park financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is St. Louis Park, MN?

  • Population: 48,677
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $272,900
  • Average Monthly Housing Cost: $1,336
  • Average Household Income: $101,469
  • 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 St. Louis Park, MN


AFFIANCE FINANCIAL LLC

Website

(952) 544-9818

600 Highway 169 South
Suite 1750
St. Louis Park, MN 55426

SEC#: 801-78208
Years in Business: 8 years

BLUE WATER FINANCIAL TECHNOLOGIES LLC

Website

(866) 217-0246

1600 Utica Avenue S
Suite 725
St Louis Park, MN 55416

SEC#: 801-114347
Years in Business: 2 years