Top financial advisors in Plymouth, 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 Plymouth, MN when you're navigating complex income planning amid relatively high state taxes and aiming to optimize your social service benefits. A common pitfall is working with an advisor who overlooks how local tax rules and social programs interact with your income strategy.
- State tax expertise. Confirm the advisor understands Minnesota's tax landscape and how it affects your income and investments.
- Income timing strategies. Ask how they plan withdrawals or income streams to minimize tax impact while maximizing social service eligibility.
- Benefit coordination. Ensure they consider how your financial decisions influence access to state social services and related programs.
- Long-term tax planning. Look for advisors who anticipate future tax changes and help you adapt your strategy accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John O
Series 63, Series 66
Plymouth, MN
LPL Financial
John Overson's 41 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate Plymouth's complex tax environment and optimize income strategies. Affiliated with LPL Financial, a large firm offering diverse investment options and in-house research, he provides flat-fee financial planning and also specializes in retirement plans for business owners, setting him apart from other advisors in the area.
Experience: 41 years
Avg account: $399,489
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Charles B
CFP®, ChFC®
Plymouth, MN
Side-By-Side Financial Planning, LLC
Charles Bolognino offers expertise in retirement income strategy and cash flow management, crucial for navigating Minnesota's tax and social service landscape. As an independent CFP® with 11 years of experience, he provides personalized financial planning with a focus on low-cost index investments and flexible fee options, including hourly and monthly plans, distinguishing him from larger firms in Plymouth, MN.
Experience: 12 years
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Cayden S
Series 65
Minneapolis, MN
Financial Perspectives
Cayden Saxon, based in Minneapolis, offers financial planning with a flat-fee structure and specializes in options and derivatives strategies as well as ESG investing, which can support complex income planning in Minnesota's tax environment. His firm, Financial Perspectives, serves high-net-worth clients and integrates tax preparation services, providing a comprehensive approach that includes retirement plan consulting and tailored portfolio management using third-party managers.
Experience: 2 years
Avg account: $1,581,581
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Dean P
Series 65, Series 63
Plymouth, MN
Cetera
Dean Peterson's 13 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate Minnesota's complex tax landscape and optimize income strategies for clients approaching retirement. Operating within Cetera, a large firm offering flat-fee financial planning and consulting, he serves a diverse clientele including high earners and business owners, providing tailored retirement and philanthropic planning options.
Experience: 13 years
Avg account: $306,089
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Samuel R
Series 65
Plymouth, MN
RossJohnson & Associates, LLC
Samuel Ross in Plymouth, MN, offers expertise in annuities, life insurance needs analysis, and disability insurance, which can support income planning amid Minnesota's tax environment. His firm uses a long-term investment approach blending fundamental analysis and modern portfolio theory, serving individuals and high-net-worth clients with flat-fee tax preparation services, distinguishing him from advisors focused solely on asset-based fees.
Experience: 0 years
Avg account: $754,925
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