Guardian Wealth Strategies Fiduciary & Financial Planning
About the Business
Guardian Wealth Strategies Fiduciary & Financial Planning is a top independent investment firm located in Minneapolis, Minnesota. Our team of licensed professionals offers fiduciary advice that always prioritizes your best interests, along with expert plan design and execution to help individuals and nonprofits achieve their investment goals. We go beyond simple asset management to specialize in integrated financial planning, coordinating investments, taxes, estate planning, and insurance to help you achieve better outcomes.
As a firm committed to remaining independent and conflict-free, we believe in building professional partnerships based on transparency and trust. With no proprietary funds, no revenue sharing, and no conflicts of interest, you can have confidence in the advice and plans offered by our team of experts. Experience the difference of working with a fiduciary by scheduling a no-obligation Discovery Meeting either via phone, Zoom, or in-person to learn more about how we can help you on your path to financial success.
Visit us at our Minneapolis location at 6465 Wayzata Boulevard, Suite 230, Minneapolis, MN 55426 or our Burnsville location at 350 W Burnsville Parkway, Suite 525, Burnsville, MN 55337. Contact us at (952) 746-1746 or (612) 286-0580 for more information. Experience the difference of working with a fiduciary at Guardian Wealth Strategies Fiduciary & Financial Planning.
Photos
Location & Phone number
6465 Wayzata Blvd Suite 230, Minneapolis, MN 55426, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Engaging Guardian Wealth Strategies for wealth management in Minneapolis was one of the wisest decisions I've ever made. Their insightful guidance and expert strategies have helped grow my wealth beyond my expectations. I'm pleased with their services and highly recommend them to others."
"I'm from Golden Valley, just a stone's throw from Guardian Wealth Strategies Fiduciary & Financial Planning's office. I’ve had a superb experience with them. Their financial planners provided clear, practical advice tailored to my unique needs and goals. They've been pivotal in shaping my financial future in Minneapolis, making me confident about navigating potential uncertainties. I am thoroughly satisfied with their services and wholeheartedly recommend them to anyone seeking a reliable Minneapolis financial planner."
"I spoke with Ben Olson this morning, and I would recommend Guardian Wealth to anyone who is looking for financial guidance. Although I am not in a position right now to fully utilize their services, it is clear to me that Ben and the team at Guardian, truly care about their clients and are excellent at what they do. Ben was willing to meet with me for an hour to explore some of my goals and it was very valuable for me. If you are interested in any kind of financial guidance, don’t hesitate to reach out to Ben and Guardian. The experience was great and I hope to work with Ben in the future!"
"The advice I have gotten from Ben and his team has made all the difference! We were very impressed with how they coordinated our investments and our taxes and gave us a clear plan for our retirement income. We have never experienced that attention to detail with any other firm we have worked with. We will continue working with Guardian Wealth Strategies for a very long time."
"I have worked with Ben Olson for many years. He has a great reputation in the industry. His professionalism and honesty have always made him a reliable referral partner. I have great confidence referring to Ben and his team at Guardian Wealth Strategies whenever my clients have investment or retirement questions."
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