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Why Do Small Business Owners Need a Financial Advisor?
As a small business owner, you might ask yourself, "Do I really need a financial advisor?"
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Be in command of your
financial future and legacy.
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Stop Worrying about the Markets
Markets go up and down, but your emotions don't have to. When you've got a fiduciary financial advisor and a holistic wealth management team on your side, you can finally relax.
Leave a Positive Legacy
Your wealth management team will help you craft an estate plan that leaves a positive legacy so you can stop worrying about your loved ones' financial future.
Feel Secure about Your Retirement
When you have a financial plan tailored to your needs, you can look forward with optimism knowing everything is covered. Security comes from having a solid plan and taking the right actions.
Sleep Well Through the Market’s Ups and Downs
When you have financial advice that you can trust, you won’t be worried about the stock market on a day-to-day basis. You’ll be confident in your plan and comfortable knowing your portfolio is based on your risk tolerance and goals.
How 360 Helps You Preserve Your Wealth & Legacy
Who We Help
At 360 Financial, we help successful business owners, professionals and families across the US. Our clients come to us to ensure they're prepared for the future.
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Values-Based Investing & Financial Planning
Our clients want to preserve their assets and be certain that their investments are managed wisely according to their values.
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Investment Advisory Services Online & In-Person
With 360 Financial, you benefit from top fiduciary financial advisors and a full-service wealth management team no matter where you live. We're based out of Minnesota, with offices in Wayzata and Elk River. While many of our clients live in the Minneapolis area, we help clients across the US with our online advisory services.
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We specialize in helping business owners and entrepreneurs diversify and plan for succession.
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We ensure your money is working hard and invested in line with your business and personal goals.
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Keep everything under one roof when you work with our CPA partner, Rapacki.
Financial Advisory Services
360's Big Picture Planning
Our Team of Experts + Your Vision & Values
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Red-Carpet Service in a Fiduciary Environment
What makes 360 Financial unique?
At 360 Financial, every single client is a VIP.
One of our clients recently called this “Red-Carpet Service,” which sums it up perfectly. We believe that you should feel taken care of by your wealth management team.
But that’s not enough.
You should also feel confident that your advisors are always working in your best interest. With 360 Financial you get the ease of great service and the confidence of being guided by a fiduciary.
Here's How It Works
Getting Started with a Financial Planner & Wealth Advisor
Finding the right fiduciary financial advisor and getting a financial plan that seeks to protect your assets shouldn’t be complicated.
Here’s how the process works:
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Schedule a 15-minute call.
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Have a 1-hour follow-up fit call.
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Get started with a 360 advisor.
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We create your financial plan and a balanced portfolio based on your life vision and goals.
At 360 Financial we know that you want to be the wise protector of your family’s financial future and legacy. But to do that you need to be certain that you and your family will be able to live comfortably no matter what’s going on in the economy. The problem is that markets go up and down, which means sometimes you worry about whether you’ve actually got everything covered. We believe that when you make sacrifices to be successful and take care of your family, you deserve to have a worry-free financial plan and a happy retirement. We understand that your family comes first, which is why we’ve worked for over 30 years to provide the best possible service and advice to our clients and their families. Here’s how we do it: 1 - Learn about your goals, values, and lifestyle. 2 - Create a financial plan and investment portfolio tailored to your family’s needs. 3 - Execute and monitor the plan so it’s always up to date. So please schedule a call with a 360 Financial advisor. We want to make sure you can stop worrying about the economy and instead, enjoy building a positive legacy and spending time with those you love.
10 Ways a Fiduciary Financial Advisor Can Help You Cultivate & Preserve Multi-Generational Wealth
When you work hard and make sacrifices, you deserve the best possible guidance. Discover the ten things you should do to preserve multi-generational wealth and how a fiduciary financial advisor can help.
360's Financial Planning Resources
How to Get Smart with Your Finances
Financial Advisors Minnesota
Fiduciary Financial Advisors
Minneapolis, MN & Beyond
360 Financial is headquartered in Wayzata, Minnesota with additional offices in Elk River.
We work with clients across Minnesota and the US. Whether you live in Minneapolis or Miami, we can help you with your retirement planning, financial planning, wealth management, and estate planning.
We apply our proprietary LifeWealth Process to consider all the pieces of your financial puzzle and create a plan focused on your goals.
Regular non-fiduciary financial advisors are required to give you "suitable" recommendations.
But suitable advice isn't always the best advice.
Speak with a fiduciary to find out what the best possible options are for your family's financial vision.
Many advisors at big banks and firms are not fiduciaries.
But does this really matter?
Is your advisor a fiduciary?
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Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Fiduciary Financial Advisor
Get the best financial guidance for your exact situation and goals.
No more cookie-cutter solutions or high-cost products.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
Brian Bohnsack, AIF®
Senior Vice President
Brian Bohnsack is a financial advisor and the Managing Principal of 360's Elk River Office. Brian has a wide range of experience in financial services, accounting, insurance, and management.
Danielle Cain, CFP®
Associate Wealth Manager
Danielle Cain is a CFP® and holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience, Michael advises his clients on all areas of wealth management. He graduated magna cum laude from Bethel University with a BA in economics and finance and a minor in mathematics.
Will Grant, CFP® CPWA®
Wealth Manager
As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective.
Dan Mahoney, CFP®
Senior Vice President
Dan has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Mitch Zweber
Senior Wealth Manager
Mitch is a financial professional focusing on portfolio and investment management, retirement planning, estate planning, and goal funding.
Tom Whitnah
Senior Vice President
Tom has been providing financial and advisory services to clients for 32 years. Prior to joining 360, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with his clients’ goals.
360's Client Testimonials
Proactive Guidance
My husband and I have been a client of 360 Financial for an impressive twenty plus years, and throughout this time, they have consistently exceeded our expectations in every aspect of financial planning and advisory services.
What truly sets 360 Financial apart is their dedication to providing comprehensive and proactive guidance.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible.
Tom and Brenda Laska
An Advisor & Partner
We knew what we wanted - we just weren't confident that we had everything lined up to achieve it.
We were looking around for people we trust.
360 was really very thorough in working with us to cover all the aspects of where our areas of concern were.
My wife knows she has an advisor and a partner that if I'm suddenly not here, she would know the financial side of her life would be covered.
Mike Graham
Shared Values
We were looking for a financial advisor who shared our values.
Before working with 360, we really had no idea how about all the different ways that financial planning can be done and the number of different tools that are out there.
We’re a few years out from retirement and are starting to plan how we’re going to stay busy and which opportunities we’re going to pursue after we leave the workforce.
We appreciate the job 360 is doing for us.
Chris Strand
These statements are testimonials by clients of the financial professional as of 04/03/2024, 08/20/2024, and 06/04/2024 respectively. These clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible.
Whether it's planning for retirement, saving for our children's education, or building a robust investment portfolio, 360 Financial has been by our side every step of the way, offering guidance that is both strategic and forward-thinking.
In an industry where trust is paramount, 360 Financial has consistently demonstrated integrity, transparency, and a genuine commitment to their clients' success.
We wholeheartedly recommend them to anyone seeking not just a financial advisor, but a trusted partner on their journey towards financial prosperity.
Tom and Brenda Laska
Owners at Interior Care & Construction, Minnesota
My husband and I have been a client of 360 Financial for an impressive 20+ years.
Throughout this time, they have consistently exceeded our expectations in every aspect of financial planning and advisory services.
From the moment we first engaged with their team, we were struck by their professionalism, expertise, and unwavering commitment to our financial well-being.
They took the time to thoroughly understand our goals, concerns, and aspirations, crafting a personalized financial strategy that aligned perfectly with our needs.
What truly sets 360 Financial apart is their dedication to providing comprehensive and proactive guidance.
Client Testimonial
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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