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.

Speak with a Fiduciary Advisor

Be in command of your
financial future and legacy.

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.

family that needs a financial advisor in minnesota

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.

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

Speak with a Fiduciary Advisor

Our Team of Experts + Your Vision & Values

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

How It Works

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.

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.

Speak with a Fiduciary Advisor

Here's How It Works

woman speaking with her financial planner online

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:

Schedule a 15-minute call.
Have a 1-hour follow-up fit call.
Get started with a 360 advisor.
We create your financial plan and a balanced portfolio based on your life vision and goals.

Speak with a Fiduciary Advisor

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.