What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Bloomington, MN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Bloomington, MN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kayla Berceau
CFP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Grant Meyer
CFP®, BFA
TruMix Advisors
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No jargon here, just straightforward advice! I'm a CERTIFIED FINANCIAL PLANNER™ and work with clients on a transparent, flat monthly fee basis. TruMix Advisors serves clients across the nation virtually and locally in the Twin Cities metro area.
Damian Winther
CFP®, CSRIC®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Kimmie Andrews
CFP®, CDFA®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Financial Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Elizabeth Alf
CFP®
Clerestory Advisors, Inc.
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bloomington, MN, serving clients locally and across the country
Rachel Infante
CFP®, CSRIC®, CDFA®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Bridget Handke
CFP®, CAP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Brayden Kelly
CFP®, BFA™
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Mark Struthers
CFP®, CFA®, CRC®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
Dana Brewer
CFP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
