Fee Only Financial Planning Maple Grove, MN.

We plan on opening an office in Maple Grove next year (2018) but until then you are welcome to come out to our office in Plymouth Just off Highway 55 and 494. Or we will gladly come to your home or office, whatever is the most convenient for you. When scheduling a meeting below just make sure to make a note about where you would like one of our financial advisors to meet you. We are looking forward to joining the community.

 
Maple Grove Minnesota

We are a wealth management company. This means we can handle all of your financial needs, from investments and financial planning to insurance planning and retirement planning, making your financial situation as efficient as possible. We handle investments in house and never outsource to a third party manager. We also have a tax practice that supports our wealth management clients. The two owners, Phillip and Jim, hold the CPA (Certified Public Accountant) and CFA (Chartered Financial Analyst) designations so you know you are getting quality work. We look forward to meeting you.

Read more about Our Services Here or read about why we believe in Investing with Purpose.


Schedule a Meeting in Maple Grove or Meet us at Our office in Plymouth.


Schedule a Meeting Today to see how we can serve you or Contact us if you have any questions.

City of Maple Grove Minnesota Website

Financial Planning  -  Investments  -  Retirement  -  Insurance  -  Advice  -  Tax  -  401(k) Services