Small Business Financial Advisors and How They Help
A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.
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You're unique. Your wealth strategy should be too.
At 360 Financial, we offer personalized financial advice and a comprehensive range of services to business owners and professionals in Minneapolis, MN.
As a wealth management company, our services include investment management, financial planning, estate planning, and tax planning.
Speak with a 360 Financial registered investment advisor to find out how we can help you move toward retirement and greater financial freedom.
Wealth Management for Successful Professionals and Business Owners in Minneapolis
At 360 Financial, we are here to help you with your Big Picture Planning and private wealth management needs.
You’ve worked hard to become successful, and you deserve experienced and tailored guidance.
We’re here to help you pursue your most important financial goals and build a lasting legacy.
Based in Minnesota, with clients across the United States, we specialize in helping successful professionals and business owners manage their big picture financial goals through our wealth management, financial planning, and estate planning services.
Why does wealth management matter?
Wealth Management matters because your vision, values, and goals matter.
Whether your desired outcome is retirement, sending your child to college, ensuring a surviving spouse is taken care of, or traveling around the world, you will likely need to manage your wealth in a manner that allows you to reach these objectives.
We’re here to help create a plan that truly aligns with you and your values.
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Who Needs Wealth Management?
Wealth management typically provides the greatest value for business owners, families, and individuals with $1M or more in investable assets.
Wealth management services are for individuals, families, and business owners who want to manage their assets effectively, plan for a work-optional lifestyle, minimize taxes, and ensure a smooth transfer of wealth.
If you're aiming to achieve long-term financial stability, seeking the guidance of a financial advisor and wealth advisor is a wise step.
360's Process
360's proprietary LifeWealth Planning Process allows our advisors to understand your goals and dreams deeply.
We’re committed to crafting a customized financial plan and investment portfolio designed to help you pursue your goals. 360’s financial advisors offer personalized, comprehensive financial strategies with a proactive, client-centered approach and a commitment to your long-term success.
Our active investment committee strives to ensure your investments are managed effectively and aligned with your objectives.
Financial Advisors & Wealth Managers
Meet the Team
200 Years of Combined Experience
The 360 Financial team includes advisors with over 200 years of combined experience as wealth managers, financial advisors, and planners.
The advisor team specializes in the following:
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investment and asset management
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cash and debt flow planning
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college planning
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risk management
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insurance planning
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estate planning
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retirement
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income planning
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business planning
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tax strategies
Where to Find 360 Financial in Minnesota
At 360 Financial, we work with clients throughout Minnesota and the USA.
We also work with successful business owners and entrepreneurs who may be living a location-free lifestyle or are out of state. Our headquarters are in Wayzata, MN, and we have offices in Elk River, MN.
Wealth Management and Financial Planning Services
At 360 Financial, we aim to take care of every single client like they’re our family. As an independent firm, we aim to provide outstanding service and personalized big picture planning.
360's Services Include:
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Meaning-of-life questions on life goals, money, and values alignment
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Comprehensive & long-range wealth management & financial planning
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Education planning & funding (college planning)
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Estate & estate tax planning
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Generational wealth
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Investment advice & management
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Philanthropic planning & charitable giving
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Retirement goals & planning
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Risk management
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Specialist referrals
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Tax planning & strategies
*You are under no obligation to use the services of any of the outside professionals referred, and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL Financial and 360 Financial.
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.
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.
How Does It Work?
Investment Advisory Services
360's investment advisory services are tailored to meet your unique goals.
At 360 Financial, we understand that everyone has a different financial situation. Our advisors take the time to get to know you, crafting a personalized investment strategy that aligns with your long-term goals.
Whether preparing for retirement, growing your business, or planning for major life events, we provide the guidance and expertise you need.
We stay on top of market trends and craft customized portfolios, ensuring your investments work as hard as you do.
Our guidance works to help you tackle any financial challenge with confidence, freeing you to focus on what truly matters in your everyday life.
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Finding the right wealth management team is crucial for your financial success.
If you're searching for a new wealth advisor in Minneapolis, we recommend scheduling a call with a 360 Financial advisor.
We offer a personalized approach to wealth management, combining deep financial expertise with a commitment to helping you pursue your goals.
Schedule a no-obligation discovery call to see how we can support your financial journey.
Looking for a New Wealth Management Team in Minneapolis?
Get the best financial guidance for your exact situation and goals. No more cookie-cutter solutions or high-cost products.
Comprehensive Financial Planning and Investment Management
Comprehensive financial planning means thinking about your entire financial picture.
At 360 Financial, we don’t just focus on your investments.
We help you create a comprehensive financial plan that includes every aspect of your financial life. Our investment management services are integrated into this plan aiming to ensure your portfolio grows in alignment with your goals.
Wealth Transfer and Estate Planning
Wealth transfer and estate planning keep your legacy safe.
At 360 Financial, we’re not just focusing on financial details—we’re about merging experienced financial advice with a genuine passion for helping you craft a legacy that's as unique as you are.
Our estate planning services seek to ensure that what you've built over your lifetime is passed on according to your wishes.
We help you navigate complex legal and tax considerations in collaboration with your attorney and accountant, offering strategies that minimize the burden on your loved ones and provide stability for your family.
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The best wealth management strategies depend on your unique financial situation, goals, and risk tolerance. A comprehensive plan may include investment management, tax planning, retirement strategies, and estate planning. Personalized advice from a wealth advisor will help tailor strategies to meet your specific needs.
Wealth Management Strategies
Wealth management strategies help you align your financial actions with your long-term goals. Through smart investing, tax planning, retirement preparation, and estate planning, these strategies seek to ensure your money works efficiently, helping you build wealth, secure your future, and meet important life milestones.
Long-Term Goals
Fiduciary wealth management means your advisor is legally obligated to act in your best interest. When working with a fiduciary, you will get transparent advice that prioritizes your goals over commissions or fees, helping you feel confident that your financial decisions are guided by your needs rather than the advisor’s personal gain.
Fiduciary Wealth Management
Fiduciary wealth management is a practice where the advisor is legally required to act in the best interest of their clients. This responsibility includes offering customized advice and managing your assets with your financial well-being as the top priority.
Fiduciary Wealth Management Defined
360's proprietary LifeWealth Planning Process allows us to deeply understand your goals and dreams, crafting a customized financial plan and investment portfolio designed to help you pursue them.
360’s financial advisors offer personalized, comprehensive financial strategies with a proactive, client-centered approach and a commitment to your long-term success.
We also partner with Rapacki & Co., a CPA and accounting firm, to provide integrated financial and tax planning.
Serving a variety of clients, including young professionals, business owners, and retirees, our active investment committee strives to make sure your investments are managed effectively and aligned with your objectives.
360's Unique Approach & LifeWealth Process
An SEC-registered investment adviser is a financial professional registered with the U.S. Securities and Exchange Commission. They are held to high standards of transparency, disclosure, and ethics, ensuring they meet legal requirements when managing client investments and providing financial advice.
SEC
Yes, 360 Financial’s investment advisors are registered with the SEC. This registration ensures they adhere to regulatory standards, offering professional financial advice and investment management that meets the legal and ethical requirements set by the U.S. Securities and Exchange Commission.
Registered with the SEC
As a boutique wealth management firm, we pride ourselves on our ability to accommodate our clients promptly. You can typically schedule an appointment with an advisor within 72 hours.
Advisor Availability
Common Questions about Wealth Management Services
What You Can Expect From 360 Financial's Advisors
At 360 Financial, we start with a discovery meeting to understand your unique financial situation, aspirations, and values.
Using our F.O.R.M. Data approach, we create a personalized LifeWealth Plan and portfolio tailored specifically to you. F.O.R.M. stands for Family, Occupation, Recreation, and Money.
We value building strong, trusting relationships with our clients so you feel supported and understood throughout the process.
After implementing your plan, we provide ongoing monitoring and meet with you 1-2 times yearly to review and adjust your plan and portfolio, helping you consistently stay on track toward your financial goals.
Our commitment to your long-term success drives everything we do.
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