Top financial advisors in Eagan, MN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Eagan, MN when you're navigating complex income planning amid relatively high state taxes and aiming to optimize your social service benefits. Without careful planning, it's easy to overlook how taxes and social services interact, potentially reducing your net income.
- Tax-aware income strategies. Look for advisors who understand Minnesota's tax landscape and can help you plan withdrawals or income streams to minimize tax impact.
- Social service integration. Confirm how they incorporate local social services into your financial plan to maximize benefits without unintended penalties.
- Experience with local regulations. Advisors familiar with Minnesota's specific rules can better anticipate challenges and opportunities unique to your area.
- Holistic cash flow management. Ask how they balance income needs with tax obligations and social service thresholds to maintain financial stability.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam J
Series 65
Eagan, MN
integrity Advisory Solutions
Adam Johnson offers financial planning in Eagan, MN, with a focus on private and alternative investments and concentrated stock management, which can be valuable for managing complex income streams amid local tax considerations. His firm, Integrity Advisory Solutions, supports a broad client base including trusts and corporations, employs diverse asset-allocation strategies, and provides flat-fee and hourly pricing options, distinguishing him from advisors with narrower specialties or fee structures.
Experience: 2 years
Avg account: $449,171
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Brendle C
Series 63, Series 66
Eagan, MN
Transamerica Retirement Advisors, LLC
Brendle Corpman specializes in retirement income strategy and income planning, making him well-suited to navigate Minnesota's tax landscape and social service considerations in Eagan. Affiliated with Transamerica Retirement Advisors, a large firm offering managed advice and proprietary model portfolios, he brings 15 years of experience and a fee structure up to 0.45% annually, focusing on employer-sponsored plans and IRA owners.
Experience: 15 years
Avg account: $82,021
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Matthew D
Series 63, Series 66
Eagan, MN
Fidelity
Matthew Dickson's 18 years of experience and Series 63 and 66 credentials position him well to navigate Eagan's complex tax environment and social service considerations. Affiliated with Fidelity, a large firm known for combining fundamental research with quantitative analysis, he offers active portfolio management and charitable giving expertise, distinguishing him from advisors at smaller firms with less analytical resources.
Experience: 18 years
Avg account: $234,793
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Robert R
ChFC®, Series 63, Series 65
Eagan, MN
Trustmont Advisory Group, Inc.
Robert Raab's extensive 31 years of experience and ChFC® designation equip him to navigate Minnesota's tax landscape and social service complexities effectively. Operating in Eagan with Trustmont Advisory Group, he offers flat-fee financial planning and manages over $1 billion in assets, distinguishing him with a long-term investment approach and a diverse client base including trusts and estates.
Experience: 31 years
Avg account: $322,838
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Michael F
Series 66
Eagan, MN
Ameriprise
Michael Fielding specializes in retirement income strategy and Social Security optimization, making him well-suited for managing income planning challenges in Eagan, MN. Working at Ameriprise, a large firm known for its Premier Retirement Income service, he offers tax-aware withdrawal strategies and written Recommendation Reports, distinguishing him from advisors at smaller firms with less comprehensive resources.
Experience: 4 years
Avg account: $471,167
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