Large-firm, liquidity event planning financial advisors in St. Paul, 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 be facing a liquidity event, such as selling a business or receiving a large payout, and need to plan how to manage that sudden influx of cash. Without careful planning, you risk mismanaging taxes or missing opportunities to preserve your wealth.
Large-firm advisors often have access to broader resources and teams, which can help coordinate complex financial moves.
- Tax impact awareness. Ask how they plan to minimize taxes triggered by your liquidity event, considering both federal and state levels.
- Cash flow sequencing. Confirm how they recommend timing distributions or investments to align with your short- and long-term goals.
- Coordination with other professionals. Check if they work closely with your accountants and attorneys to ensure all aspects of your event are covered.
- Risk management strategies. Inquire about how they protect your new assets from market volatility or unexpected expenses.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul C
CFP®, Series 63, Series 65
Eagan, MN
Edward Jones
Paul Cochran specializes in liquidity event planning and business succession, supported by 31 years of experience and CFP® certification, making him well-equipped to manage complex financial transitions in the St. Paul area. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him through extensive resources and seasoned expertise.
Experience: 31 years
Avg account: $246,728
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Brent V
CFP®, Series 63, Series 65, Series 66
Plymouth, MN
LPL Financial
Brent Voeller specializes in liquidity event planning and business ownership considerations, supported by 14 years of industry experience and CFP® certification, making him well-equipped to manage complex financial transitions in St. Paul. Affiliated with LPL Financial, a large firm offering research-driven model portfolios and diverse investment solutions, he provides flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 14 years
Avg account: $399,489
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Walter B
CFP®, Series 66
Minneapolis, MN
Merrill
Walter Broughton IV specializes in liquidity event planning within a large-firm setting, leveraging Merrill's extensive resources and Bank of America's banking capabilities to manage complex financial transitions. With 23 years of experience, CFP certification, and a focus on tax efficiency and cash flow management, he serves mid-career professionals and executives, offering a disciplined, quantitatively driven investment approach and personalized strategies in the Minneapolis-St. Paul area.
Experience: 23 years
Avg account: $860,085
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