Top wealth management financial advisors in Fergus Falls, 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 wealth management advisor when you want to coordinate your investments, taxes, and spending to support your lifestyle now and in the future. Without focused guidance, it's easy to overlook how local tax rates and social services impact your overall financial plan.
- Tax-aware planning. Ask how they factor in Minnesota's relatively high taxes when managing your income and investments.
- Income and spending balance. Confirm how they help you align your withdrawals and expenses to maintain your lifestyle sustainably.
- Holistic asset management. Look for advisors who integrate your investment portfolio with other financial goals, not just isolated asset growth.
- Experience with local nuances. Check if they understand Fergus Falls' economic environment and social services to tailor your plan effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew H
Series 66
Fergus Falls, MN
Edward Jones
Matthew Hendricks offers wealth management services in Fergus Falls, MN, with 12 years of experience and a Series 66 designation, focusing on tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad range of advisory programs, differentiating him from advisors at smaller firms.
Experience: 12 years
Avg account: $246,728
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Patricia S
Series 66
Pelican Rapids, MN
Merrill
Patricia Savre offers wealth management expertise with 19 years of experience at Merrill, a large firm, providing comprehensive strategies including college savings, divorce financial planning, and family business support. Located near Fergus Falls in Pelican Rapids, she combines local insight with a broad skill set and holds multiple designations like CFP and CPFA, distinguishing her from advisors focused solely on investment growth.
Experience: 19 years
Avg account: $860,085
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Andrew S
Series 66
Pelican Rapids, MN
Cetera
Andrew Sorum offers wealth management expertise with 12 years of experience and a Series 66 designation, serving clients near Fergus Falls from Pelican Rapids. His flat-fee planning and consulting through Cetera, a large firm with diverse portfolio management options, complement his focus on tax-loss harvesting and retirement plans for business owners, distinguishing him from other advisors in the area.
Experience: 12 years
Avg account: $306,089
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