Sona Financial LLC
CERTIFIED FINANCIAL PLANNER professional (CFPÂ®), Fee-Only Financial Planner serving the Minneapolis & St. Paul, MN area and clients across the country
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.
Mark Struthers is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mark Struthers is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mark Struthers 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.
Mark Struthers is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Mark Struthers is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Mark Struthers
4940 W 77th St
Edina, MN 55435
7600 Walnut Curv
724 BIELENBERG DR
Woodbury, MN 55125
St. Paul, MN
Eden Prairie, MN