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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.

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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.

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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.

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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.

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

Holistic Wealth Management starts with your LifeWealth Plan.

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

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

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

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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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.  

 

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.

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You need a plan that’ll take your worry away. 

Finally, you can stop worrying about the markets and your family's financial well-being. And instead, spend your time doing what you love with the people you love.

Here's How It Works

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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:

  1. Schedule a 15-minute call.

  2. Have a 1-hour follow-up fit call.

  3. Get started with a 360 advisor.

  4. 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.

Estate Planning Guide

Estate planning is a key element in preserving your wealth.

Wealth Guide

Holistic Wealth Management begins with your vision.

Tax Planning Guide

For high-income earners, it's critical you do your tax planning.

Retirement Planning Guide

Let's look at how to achieve a work-optional lifestyle.

Financial Planning Guide

Your financial plan will change as your finances evolve.

Finding a Fiduciary

Is your financial advisor a fiduciary? Learn more.

360's Financial Planning Resources

How to Get Smart with Your Finances

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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.