TOP 30 Best Fiduciary financial advisors in Minnesota

Ameriprise Financial Services, Inc. is a finance institution located at 753 Ameriprise Financial Ctr in Minneapolis, Minnesota, United States. They offer personalized financial advice to help individuals reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise prides itself on putting clients and their goals at the center of all they do. With a comprehensive approach, they aim to help clients feel more confident about their financial futures. Clients can receive an initial complimentary consultation to see how Ameriprise differs from other financial firms and discover what steps they can take to work towards their dreams and goals. With multiple safeguards in place to protect personal information, clients can feel secure in their financial planning with Ameriprise. For personalized, goal-based financial advice, clients can request an appointment online or refer a friend to benefit from a conversation with an advisor. Background and qualification information for advisors can be found on FINRA's BrokerCheck website. The Confident Retirement® approach offered by Ameriprise is not a guarantee of future financial results, but aims to provide clients with a tailored plan based on their individual goals and aspirations. By agreeing to the terms of the Ameriprise Financial Website Rules and Regulations, users can access the resources and support needed to make informed financial decisions.

Ginger Ewing is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 860 Blue Gentian Road in Eagan, Minnesota, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, estate planning, and fiduciary practices. Ginger Ewing is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in investment strategies, Ginger Ewing is committed to helping clients achieve their financial goals.

Tom Manderfeld is a Financial Advisor at Ameriprise Financial Services, LLC, located at 14985 Glazier Avenue in Apple Valley, Minnesota, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. Tom is also a Certified Divorce Financial Analyst and a Chartered Financial Analyst®. With a commitment to excellence and a dedication to helping clients make informed financial decisions, Tom Manderfeld is a trusted advisor in the finance industry.

Edward Jones - Financial Advisor: Becky Bratulich is a trusted financial institution located at 2150 3rd Avenue in Anoka, Minnesota. As a dedicated financial advisor, Becky Bratulich provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Becky Bratulich is committed to helping individuals and families secure their financial future. Contact Becky Bratulich today to schedule a consultation and take the first step towards financial success.

Quarry Hill Advisors, located at 550 Vandalia Street in Saint Paul, Minnesota, is a finance institution that specializes in providing fiduciary financial advice to individuals and families in Saint Paul - Minneapolis MN, as well as nationwide. Their dedicated team offers personalized financial planning and investment management strategies to help clients align their resources with the life they desire. They coordinate withdrawals from various accounts, including pensions and social security, and use cutting-edge technology to map out and stress test financial plans. Quarry Hill Advisors also ensures that clients have the appropriate documents in place for future generations and offers support and planning for setting goals for children and grandchildren. Their evidence-based investment advice is tailored to each client's goals, risk tolerance, and time horizon. As a firm committed to acting in the best interest of their clients, Quarry Hill Advisors is transparent about their fees and adheres to the highest practice standards and quality of advice. They are registered with the Securities and Exchange Commission (SEC) and provide comprehensive financial services to help clients achieve their financial goals.

First Fiduciary Corporation is a trusted finance institution located at 4120 Lexington Way in Eagan, Minnesota, United States. With a focus on fiduciary services, our experienced team provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you're looking for investment management, estate planning, or retirement services, First Fiduciary Corporation is dedicated to serving your needs with integrity and professionalism. Contact us today to learn more about how we can help you secure your financial future.

Financial Dimensions Group, Inc. - Tim Valento is a reputable finance institution located at 2880 Middle Street in Saint Paul, Minnesota, United States. Led by experienced financial advisor Tim Valento, the institution offers a wide range of financial services including investment management, retirement planning, and wealth management. With a focus on personalized service and tailored financial solutions, clients can trust Financial Dimensions Group, Inc. - Tim Valento to help them achieve their financial goals and secure their financial future.

Connie Williams - Financial Advisor, Ameriprise Financial Services, LLC, located at 3038 Jeremiah Lane Northwest, Rochester, Minnesota, United States, offers a wide range of financial services for individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, clients can be assured that they are receiving expert advice and guidance tailored to their specific needs. The institution also provides specialized services for military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on professionalism, ethics, and comprehensive financial planning, Connie Williams is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Sandy Kelch, AAMS™ is a reputable finance institution located at 6001 Egan Drive in Savage, Minnesota, United States. Sandy Kelch, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or looking to optimize your current financial situation, Sandy Kelch and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.

Gregory Josewski - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 11671 Fountains Drive in Maple Grove, Minnesota, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gregory Josewski is equipped to assist individuals with various financial needs. From asset management to retirement planning, estate planning to investment strategies, Gregory Josewski is dedicated to providing expert advice and guidance. Additionally, Gregory Josewski is a Certified Divorce Financial Analyst, Certified Estate Planner™, and holds the Chartered Financial Analyst® designation, ensuring that clients receive comprehensive and specialized financial assistance. Whether you are planning for retirement, navigating a divorce, or looking to maximize your investments, Gregory Josewski can provide the expertise and support you need.

Brian Mickelson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10810 Old County Road 15, Plymouth, Minnesota, United States. The institution offers a range of certifications and designations to ensure their advisors are well-equipped to meet the diverse financial needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Brian Mickelson are trained and certified in various aspects of financial planning. Additionally, the institution offers certifications in areas such as estate planning, fiduciary practices, behavioral finance, philanthropy, and more. With a team of experts holding certifications like CFP®, CFA®, and CLU®, clients can trust that they are receiving advice from knowledgeable and experienced professionals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian Mickelson - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.

Brady Ellis - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 7701 France Avenue South, Edina, Minnesota, United States. Brady Ellis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. The institution offers a wide range of financial planning services, including retirement planning, wealth transfers, and investment opportunities for retirees and small business owners. With a focus on ethical practices and comprehensive knowledge of financial planning concepts, Brady Ellis provides personalized financial advice to help clients achieve their financial goals.

Trevor J Dunn - Ameriprise Financial Services, LLC is a finance institution located at 5775 Wayzata Boulevard, Minneapolis, Minnesota, United States. They offer a range of financial services and certifications to meet the needs of individuals in asset management, retirement planning, estate planning, and more. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. They are committed to providing expert financial advice and support to their clients.

Horan Gabler Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 8500 Normandale Lake Boulevard in Bloomington, Minnesota, United States. With a strong focus on wealth management, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Horan Gabler Wealth Management - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.

Josh Nelson is the Manager of the Alternative Investments Center (AAC) at Ameriprise Financial Services, LLC in Minneapolis, Minnesota, United States. As a finance institution, they specialize in providing clients with personalized investment strategies and financial planning services. With Josh Nelson at the helm, clients can expect expert guidance and innovative solutions to help them achieve their financial goals.

Connelly Family Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 444 Cedar Street in Saint Paul, Minnesota, United States. With a focus on providing personalized wealth management solutions for families, the institution offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Connelly Family Wealth Management - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and guidance to help clients secure their financial futures.

Bruce Blount Vincelli Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 444 Cedar Street in Saint Paul, Minnesota, United States. With a team of experienced financial advisors, they offer personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Bruce Blount Vincelli Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trustworthy and reliable, they are dedicated to helping individuals and families build and protect their wealth for the long term.

Trevor VanHeel is a Financial Advisor at Ameriprise Financial Services, LLC located at 3600 Minnesota Drive in Edina, Minnesota, United States. Trevor holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Trevor is also a Certified Military Financial Advisor® (CFMA®) and provides expert financial advice to veterans, active duty, Reserve, National Guard, and their families. With a comprehensive knowledge of financial planning and wealth management, Trevor is dedicated to helping clients achieve their financial goals and secure their financial future.

JPSchulte Wealth Advisors is a reputable financial institution located at 106 9th Street South in Olivia, Minnesota, United States. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.

Phillip James Financial is a reputable institution located at 3675 Plymouth Boulevard in Plymouth, Minnesota, United States. Specializing in accounting and finance, we offer thoughtful and intentional planning to ensure your success throughout retirement. Our globally diversified, low cost, and tax efficient portfolios are designed to provide income throughout retirement. We handle all aspects of financial planning, portfolio alignment, investment monitoring, and tax strategy implementation so you can have confidence knowing your money is managed by professionals who understand your priorities. As fee-only financial advisors, we provide independent financial planning and wealth management services with no ties to specific companies or incentives for recommending products. Our transparent fee structure eliminates potential conflicts of interest, ensuring that our focus is solely on providing objective advice to help you reach your financial goals successfully. We take the time to understand your unique financial circumstances and develop a bespoke financial plan tailored to help you achieve your objectives, whether it's saving for retirement, planning for your children's education, or growing your wealth.

DA Financial Advisors, Inc. is a reputable finance institution located at 3300 Edinborough Way in Edina, Minnesota, United States. With a team of experienced professionals, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, DA Financial Advisors, Inc. can provide personalized solutions to meet your needs. Trust them to guide you towards a secure financial future.

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.

Bernstein Financial Advisory, located at 501 Theodore Wirth Parkway in Minneapolis, Minnesota, is a finance institution with over 25 years of experience in sophisticated investment strategies. Our goal is to help individuals and families protect their portfolios from market corrections by creating better-balanced financial strategies. As an independent, fee-only, registered investment advisory firm, we prioritize the interests of our clients above all else. We serve as fiduciaries, meaning we are obligated to act in our clients' best interests and do not receive commissions from product sales.

The 401 Group at Focus Financial, located at 401 North 3rd Street, Minneapolis, Minnesota, is a finance and health institution that provides comprehensive wealth management through the highest standard of fiduciary advice. With a focus on meeting each client's personal financial goals, The 401 Group offers a concierge-level client service model and is committed to delivering objective advice without profit from the sale of proprietary products. The founders of The 401 Group hold esteemed Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, bringing over 20 years of experience in financial advice to individuals, families, small businesses, and retirement plans. As part of Focus Financial, a leading independent financial advisory firm, The 401 Group is dedicated to putting clients first, earning trust, and delivering expertise. Specializing in retirement planning, business advisory services, and wealth management for corporate executives and young professionals, The 401 Group offers personalized financial planning tailored to each client's unique needs. With a commitment to building and preserving wealth while integrating the latest technology and financial tools, The 401 Group ensures that clients can achieve their long-term financial goals with confidence and peace of mind.

Gradient Financial Group is a reputable finance institution located at 4105 Lexington Avenue North in Arden Hills, Minnesota, United States. With a team of experienced professionals, Gradient Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Gradient Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in Gradient Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.

Matthew Brewers - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3900 Northwoods Drive, Arden Hills, Minnesota, United States, is a finance institution that offers a range of specialized certifications and designations to ensure high-quality financial services. These include the AAMS™ certification for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for fiduciary practices, APMA™ for portfolio management, AWMA℠ for advanced asset management, and more. The institution also offers certifications in behavioral finance, philanthropy advising, annuities expertise, senior and retirement planning, divorce financial analysis, estate planning, exit planning, financial planning, mutual funds, special needs consulting, investment management, and long-term care planning. With a team of highly qualified professionals holding various designations, Matthew Brewers - Private Wealth Advisor, Ameriprise Financial Services, LLC ensures comprehensive and personalized financial planning services for a diverse range of clients.

Joe Branca is a financial advisor at Ameriprise Financial Services, LLC located at 111 East Lincoln Avenue in Fergus Falls, Minnesota. Joe Branca holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral finance. Joe Branca is also a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing comprehensive financial planning services. With a focus on client needs and ethical practices, Joe Branca is dedicated to helping individuals achieve their financial goals and secure their financial future.

Daniel Harris - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9362 Oak Avenue, Waconia, Minnesota, United States, offers a range of financial services to individuals. Daniel Harris holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. Additionally, Daniel Harris is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on providing tailored financial advice, Daniel Harris is dedicated to helping clients achieve their financial goals.

Reed Pawelk, a financial advisor at Ameriprise Financial Services, LLC, located at 19021 Freeport Street, Elk River, Minnesota, offers personalized financial planning services to help clients achieve their goals. With a background and qualifications available on FINRA's BrokerCheck website, Reed Pawelk provides clients with a Client Relationship Summary Disclosure to ensure transparency in the financial planning process. Whether you are looking to understand the current market trends or seeking advice on investment opportunities, Reed Pawelk can provide insights and recommendations tailored to your financial needs. By setting up a complimentary initial consultation, you can take the first step towards a more secure financial future.

Synergy Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 11850 Fountains Way in Maple Grove, Minnesota, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to better understand what is most important to you. Please note that you will not receive written analysis or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to providing personalized financial solutions tailored to your needs.