Find Top Financial Advisors in Minneapolis, Minnesota

Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage^™, to help clients like you pursue your financial goals.

Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency.

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.

When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.

Trust is the bedrock of the work at Fiat Wealth Management.

John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs.

John received his Certified Financial Planner^™ (CFP^®) designation in 2006.

Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times.

While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing.

He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family.

John reports: The best way to describe me and my family's life right now is Chaotic Bliss.

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.

Lance Huebner is Founder & Principal Advisor at GFC Planning.

He is a CERTIFIED FINANCIAL PLANNER® professional with 15 years of experience in financial planning, investment management, and client service. Prior to GFC Planning, Lance spent over a decade as a financial advisor at Morgan Stanley.

Lance discovered early on that money could work for people, not just be earned and spent. As a child, his father showed him how interest on a savings account allowed his money to grow.

"It felt like magic."

He later realized that what he found most exciting and empowering, many others found overwhelming and confusing. People who had worked hard their entire lives were unsure if they were making the right financial decisions.

That was the spark that ignited his desire to follow in his mother's footsteps as a financial advisor; helping people gain clarity and confidence about their financial future and make the most of their money.

Lance and his high school sweetheart, Amy, have been married for nearly 20 years. Together they're raising two daughters, along with two dogs that keep their home lively.

He is also a United States Army combat veteran who served in Iraq in 2005, earning a Purple Heart for injuries sustained in battle and an Army Commendation Medal for meritorious service. Lance is an alumnus of the University of Minnesota.

GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress, and empowering you to make clear and smart decisions to pursue your goals.

We believe real financial advice goes beyond numbers, it's about helping people live with purpose, security, and peace of mind. Whether you're planning for retirement, managing a major life transition, or seeking a more transparent and personalized approach to investing, we're here for you.

The name "GFC" stands for God, Family, and Community, a quiet reflection of our foundational purpose. We strive to embody these values by delivering high-quality work, doing the right thing, treating everyone with respect, and giving generously where we can.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.

Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.

Steve Farrell is the Owner/President of Prinvest Advisors. Along with himself, there are 4 other Financial Advisors and 2 staff members to serve clients now and in the future. As a Wealth Advisor, Steve's mission is to help people get more out of their money and take some of the guesswork out of investing and to help manage financial risks.

Steve started his career as a Financial Consultant in August of 1992 after graduating from Winona State University with a BS degree. He has always had the desire to help people attain their financial goals such as retirement, college funding and insurance. Steve has his Series 7 and Series 66 Securities Licenses along with a Life & Health Insurance License. He has continued his education and credentials by earning the Chartered Mutual Fund Counselor (CMFC^®) and the Professional Plan Consultant (PPC) designations. The CMFC^® designation encompasses all aspects of mutual funds and their uses as investment vehicles. The PPC designation signifies a commitment to education and service excellence in the qualified plan industry (401k's).

Steve and his wife, Caroline, currently reside in Pine Island, MN with their golden retrievers Lacey and new puppy Remi. They are proud parents of 3 grown children and 6 grandchildren. They love spending time with family and friends, especially at their lake cabin. Steve has always had a love of sports whether that is playing or watching. Some may say he is very competitive! Whether it is friends, family or clients Steve wants what's best for them and will strive to help in any way possible for them to achieve their goals.

We are a group of LPL Financial Advisors that are dedicated to helping clients pursue their financial goals & objectives. Prinvest Advisors was formed by Levi Befort & Steve Farrell with the clear purpose of bringing clarity & confidence to our clients lives by focusing in on their financial situations. By joining forces with other associates, we are able to offer you the breadth of knowledge gleaned from our combined experience of 75 years!

We recognize that everyone's financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating comprehensive financial plans based on your goals, your time frame and your tolerance to risk. We pride ourselves on developing life-long relationships with our clients & families while striving to provide them with the highest levels of service & support. We will be there to help you each step of the way in the pursuit of your personal financial goals.

Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.

Wealth management has gotten complex. We have a unique process to make it simple.

Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program.

Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate.

Clients of Vector Wealth Management can benefit from the following defining characteristics:

- Fiduciary approach acting only and solely in the clients' interest

- Proprietary wealth planning software application, SOJOURN®

- Strategic, customized, tax efficient financial planning

- Collaborative team approach with strong client relationships as a centerpiece

- Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility

- Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients

Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.