Mark Struthers| CFP®, CFA
Sona Financial LLC
- AUM & Retainer
- Goal-Based Planning and Investing
- Small Business Retirement Plans
- College Funding
- Investment Management
- Tax Planning For High Earners
- Estate Planning
- Tax Prep
- Retirement Planning
- 401(k) and IRAs
- Hourly Fee Consultations
- Employee Benefits
Edina, MN 55435
Woodbury, MN 55125
St. Paul, MN
Eden Prairie, MN
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mark Struthers is a Minneapolis, MN Fee-Only Financial Planner serving the entire region and clients across the country. Sona Financial LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Mark Struthers is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I am a CFA and CFP® that believes the traditional financial services model does little to serve the client. As my client, I will be your advocate, transparent about fees and risks, not just highlighting potential returns. I am a true advisor, giving unbiased expert advice; not selling a product based on the size of the commission. I will to use my education, my 14 years of experience, and my expertise to coach the best out of your unique situation.
Many clients have tried the traditional bank or brokerage institution and found little in the way of advice or transparency.
How is Sona Different?
- We have a great passion for giving true unbiased advice
- We are a Fee-Only Fiduciary Firm / No commissions
- We use technology to inform and keep you on track
- Specialize in college education funding while still saving for retirement
We have everything you need to achieve financial success. Mark is:
- A CFA (over ten years) to manage the investment piece
- A CFP® to manage the financial planning piece