Jeffrey Drayton

CFP®, CDFA®

Jeffrey A. Drayton Financial Group, Inc.

President, Founder

Jeffrey Drayton

CFP®, CDFA®

Jeffrey A. Drayton Financial Group, Inc.

President, Founder

Jeffrey A. Drayton Financial Group, Inc. was founded with a singular purpose: to provide financial planning and investment advice that is passionately dedicated to our clients’ best interest. - Jeffrey Drayton, CFP®, CDFA®

CFP®, CDFA®; working with clients in the Twin Cities, greater Minnesota, and in other areas where exempted, Jeffrey A. Drayton Financial Group, Inc., provides Fee-Only financial planning and wealth management to people from all walks of life.

We do not  receive compensation in any form other than that which is paid directly to us by our clients. As a Maple Grove, MN Fee-Only financial planner, our compensation model is transparent; our clients know exactly what they are being charged and their best interest is our only concern.

We specialize in a holistic approach to your financial planning needs. Whether you are early in your career, ready to retire, or anywhere in between, we work to provide you with a clear path toward your financial goals. A path that is tailored to your specific needs.

If you are new to the financial planning process or have simply never worked with a Fee-Only financial planner before, we encourage you to contact us and share your story. We look forward to learning about you.

President and founder, Jeffrey A. Drayton, began his advising career nearly a decade ago at a Fortune 500 financial services company. However, dissatisfied with the tainting influence of commissions and sales loads, and wanting a practice that was entirely focused on clients’ best interest, he began his own FEE-ONLY Registered Investment Advisory firm: The Jeffrey A. Drayton Financial Group, Inc.

Mr. Drayton is active in both the National Association of Personal Financial Advisors and the Minnesota Chapter of the Financial Planning Association. He holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ designations. Mr. Drayton works to both uphold and abide by the CFP Board’s Standards of Professional Conduct, the highest standards in the financial services industry.

Activities & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CERTIFIED DIVORCE FINANCIAL ANALYST™ professional
  • National Association of Personal Financial Advisors (NAPFA), Midwest Regional Board Member
  • Financial Planning Association-Minnesota Chapter, Board Member-ASCEND Committee Director

Jeffrey Drayton is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Jeffrey A. Drayton Financial Group, Inc. was founded with a singular purpose: to provide financial planning and investment advice that is passionately dedicated to our clients’ best interest. 

In service to our singular purpose, we believe in educating our clients. We want them to understand the investments they make, and the costs associated with making them. In executing our recommendations, our clients may appoint us as their Investment Advisor to implement our plan recommendations using the brokerage services of TD Ameritrade. However, our clients are always at liberty to execute recommendations on their own, using the broker of their choosing.

We believe that for too many people, the experience they have had with the financial services industry has left them wondering: was that really in my best interest, or was I just sold something? If that is a sentiment that resonates with you, we encourage you to give us a try. An initial consultation will cost you nothing but your time. Come see what it is like to work with a financial planning firm whose only concern is you.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Divorce Financial Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey Drayton is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jeffrey Drayton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Divorce Financial Analyst
    Jeffrey Drayton is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Financial Planning Association
    Jeffrey Drayton is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jeffrey Drayton

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Office Locations:

  • 11670 Fountains Dr
    Suite 200
    Maple Grove, MN 55369

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