• Living with Purpose

    "Tell me. What is it you plan to do with your one wild and precious life?"

  • Planning with Purpose

    360 Financial’s Big Picture Plan helps you work toward financial independence.

  • Living with Purpose

    "Life is what we make it, always has been, always will be."

  • Planning with Purpose

    Tailored financial plans to meet your unique needs - even as they change over time.

Minneapolis financial advisors Minneapolis, Minnetonka MN for 20 years
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Minneapolis Independent Financial Advisors: 360 Financial

At 360 Financial it’s all about you! While it’s great that each of our experienced financial advisors received the FIVE Star Top Wealth Manager award and the firm received the NABCAP Premier Advisor award, it’s more important for you to know why we are recognized among the top financial advisory firms in Minnesota.

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About 360 Financial

As stewards of our clients’ finances, our focus is always on you, your goals and your “life with purpose.” As independent financial advisors, we provide unbiased, no product-pushing, investment management advice that intertwines with our “Big Picture” financial planning process. We call it Planning with Purpose.
We invite you to start Planning with Purpose Today!


Advisor Blog

Minneapolis Financial Advisors

Expert Financial Advisors serving Minneapolis, Minnetonka and Minnesota

Your financial advisor is an important person in your life: someone who will guide you on a journey of wealth discovery that can offer you significant opportunities for living with purpose and securing your goals and dreams.

At 360 Financial, we offer you the advice you need in order to move your financial plans forward. We pride ourselves on being prudent; we do not take unnecessary risks. We know that a patient, long-term strategy is often the best plan, allowing for economic fluctuations, life changes, and course corrections without undue stress and strain.

Qualified financial advisors

Advising you about wealth is serious business, and no one here takes it lightly. Our advisors have a minimum of 25 years of experience, and are deeply focused on you. They work hard to get to know you and understand the financial goals you have for yourself, your family, and your heirs. The more we know what is important to you, the better we are able to tailor a plan that provides you with the most benefit.

The first step in the financial advising and wealth planning process is to come in and talk with us. We will listen closely (and ask you a number of questions) to come up with the plan that is going to be the most beneficial to you. The sooner you meet with us, the sooner we can get started. Financial advisors from our firm will be knowledgeable and upfront with you about your current finances, where you want to go, and how best to get there.

Our financial advisors keep in touch frequently – your financial well-being is important to us. We believe that working with a financial advisor is not a one-and-done situation; there is more to it than just setting up a goal and letting your advisor make it happen without any further input. Circumstances change; life can throw the unexpected at you, and you may find that some of the goals you set for yourself no longer serve your purpose. During those times, we will be there to advise you further and help you make any needed changes.

Looking for a successful financial advisor?

We are committed to being available to our clients whenever they need financial advice or have a question for their advisor. Building wealth is very important to a secure future; getting started with us can help you turn that future into a reality. With the right financial advice and a strong relationship with a trusted wealth-building firm, you can truly live with purpose.

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