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financial advisors mn

You're unique. Your wealth strategy should be too.

Enjoy the ease and efficiency of holistic wealth management expertly tailored to your vision and values.

Be in command of your 
financial future and legacy.

man speaking with his financial advisor

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.

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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.

couple enjoying retirement

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.

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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 

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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. 

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.

Financial Planning

Your personal financial plan is crucial to building a successful future.

Financial Services

Wealth Management

Holistic Wealth Management starts with your LifeWealth Plan.

Wealth Management

Estate Planning

We guide you through this process in conjunction with your attorneys.

Estate Planning

Business Wealth Management

We specialize in helping business owners and entrepreneurs diversify and plan for succession.

Wealth Advisors

Business Financial Advisors

We ensure your money is working hard and invested in line with your business and personal goals.

Business Advisors

Accounting & CPA Services

Keep everything under one roof when you work with our CPA partner, Rapacki.

CPA Services

Financial Advisory Services

360's Big Picture Planning

Our Team of Experts + Your Vision & Values

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30 Years of Experience

We know what it’s like to work hard and make sacrifices to give your family the best. We aim to work as hard as you do to ensure your family's financial future is protected. 
 

  • 30 years of experience as CFPs and financial advisors

  • $500 million in assets under management

Red-Carpet Service in a Fiduciary Environment

What makes 360 Financial unique?

At 360 Financial, every single client is a VIP.&n