Get ready to take control of your finances.

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Whatever your age, we can help stabilize your financial picture and start you on a solid course to managing your future. Put our 30+ years of financial planning experience to work for you. 


Our Services

Just as a hammer isn't the proper tool for every home improvement job, there is no single investment plan that works for every client. We work with you to form custom plans to fit your unique situation and goals.

What is a Fiduciary?

A fiduciary duty is the highest standard of care. It entails always acting in our client’s best interest, rather than what is the most profitable for us. For this reason and more, when have a fiduciary (advisory) relationship with our clients, we are held to a higher standard than non-fiduciary advisors.

Powered by LPL Financial

Local and independent but backed by America’s largest independent broker/dealer [1]. Find out why LPL Financial, and its advisors, are ranked #1 in customer loyalty and satisfaction [2].


“Best of the Best”

Voted the 2018 Readers’ Choice Award Winner for “Best Financial Planner/Investment Firm” by readers of the Anoka County Shopper. [3]


[1] As reported by Financial Planning magazine, June 1996–2018, based on total revenue.
[2] Market Strategies International (MSI), Cogent Wealth Reports, “Investor Brand BuilderTM: Maximize Purchase Intent Among Investors and Expand Client Relationships,” November 2017. MSI surveyed 4,408 investors with $100,000 or more in investable assets between June 21, 2017, and August 8, 2017.
[3] Award selection is comprised of nominations received from local readers and business owners, which are based on achievement, experience, innovation, leadership and community involvement.