Overview

We are a small, client-centric firm, 80% fee-based, located in Eden Prairie, MN. We specialize in comprehensive financial planning, investment management, risk management, and equity compensation analysis. We work on a referral basis and have been in business for almost 25 years. We are looking for acquisition of a solo firm that is in the Twin Cities, that shares our values and strong ethics, and commitment to a high level of client service.

Last Activity
6 months or more

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