Top financial advisors in Rochester, 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 Rochester, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without careful planning, you could face unexpected tax burdens that reduce your overall financial security.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax landscape into your income strategy to avoid surprises.
- Income timing strategies. Ask how they help manage when and how you receive income to optimize tax outcomes.
- Social service integration. Explore how they consider available social programs in your financial plan to maximize benefits.
- Experience with diverse clients. Check if they have worked with clients in situations similar to yours to ensure relevant advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Peter M
Series 63, Series 65
Rochester, MN
Mariner
Peter Moeschler, based in Rochester, MN, brings 12 years of experience and expertise in private and alternative investments, as well as options and derivatives strategies, which can be valuable for managing complex income and tax planning. Working at Mariner, a large firm serving high-net-worth clients, he offers flat-fee and hourly financial planning and tax services, differentiating him with a broad service range and a focus on values-based and socially responsible investing.
Experience: 12 years
Avg account: $2,116,909
-
Christopher P
Series 66
Rochester, MN
LPL Financial
Christopher Pieper's expertise in wealth management and retirement plans for business owners suits those navigating income planning in Rochester, MN, where tax considerations are crucial. His flat-fee structure at LPL Financial, a large firm with extensive resources, offers access to diverse investment solutions and research support, distinguishing him from advisors with different fee models or smaller firm affiliations.
Experience: 2 years
Avg account: $399,489
-
Perry D
CFP®, Series 63, Series 65
Rochester, MN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Perry Diede's 36 years of experience and CFP® certification equip him to navigate Rochester's complex income planning and tax environment, focusing on retirement income strategy and Social Security optimization. Affiliated with a large firm offering flat-fee options and serving established professionals, he combines seasoned expertise with flexible fee structures and a broad client base, distinguishing him from other local advisors.
Experience: 36 years
Avg account: $410,135
-
Matthew S
CFP®, Series 66
Byron, MN
Raymond James Financial
Matthew Sather, a CFP® with four years of experience in Rochester, MN, offers expertise in retirement and business succession planning, supported by Raymond James Financial's large-firm resources. His flat-fee structure and focus on cash flow and budgeting provide clear cost expectations, distinguishing him from advisors with different fee models or specialties in the area.
Experience: 4 years
Avg account: $700,796
-
Kelly A
CFP®, Series 63, Series 65
Rochester, MN
Cetera
Kelly Anderson's 19 years of experience and CFP® certification equip her to navigate Rochester's complex tax environment, especially for high earners and those approaching retirement. Affiliated with Cetera, a large firm offering flat-fee planning and diverse portfolio management, she brings expertise in wealth management, tax-loss harvesting, and retirement plans tailored for business owners, distinguishing her from other local advisors.
Experience: 20 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Rochester, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")