Translate:
Fiduciary, Independent, Fee Only Financial Advisors
FINANCIAL PLANNER IN ROCHESTER, MN (+ Doctors & Physicians)
Truly Independent Fiduciary Financial Advisors
About 90% of financial advisors or financial planners in the US are W-2 employees or captivated agents or exclusive contractors of large financial institutions, such as insurance companies, banks, and investment product companies. Only about 2% of the financial advisors in the US are genuinely independent fiduciary financial advisors or financial planners who recuse themselves from any monetary compensation arrangement with any 3rd party entities, such as insurance companies or other financial institutions.
The 2% of genuinely independent fiduciary financial advisors can become a member of The National Association of Personal Financial Advisors (NAPFA). It is the country's leading professional association of Fee-Only financial advisors— highly trained professionals committed to working in the best interest of those they serve. We are one of them.
As such, we are genuinely independent entrepreneurs who offer financial advice for doctors and are committed to seeking clients' best interests without any potential conflicts of interest or pressures. As a result, we are the founders of a truly independent financial services firm and are a proud member of the Collider Foundation, which promotes Rochester's early-stage entrepreneurs.
We have an office in the Minnesota BioBusiness Center building and have experience in helping former or existing Majo Clinic executives, doctors, physicians, and other employees.
UAK Diversified within Collider Foundation:
221 1st Ave SW STE STE #610,
Rochester, MN 55902
Please see below to book a time with us by clicking "In Person at Rochester, MN" or "Video Zoom Meeting."
Or call us at 763-355-2337.
Minnesota BioBusiness Center