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Wealth Managers and Financial Planners in Eden Prairie
We serve clients in Eden Prairie, Minneapolis, Wayzata, Elk River, throughout Minnesota and across USA.
At 360, we help successful families, business owners, and top-of-their-field professionals move toward financial independence.
With over 25 years in business, and some of the top financial advisors, wealth managers, CFPs, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs. If you’re looking for a fiduciary financial advisor near Eden Prairie, please get in touch.
Our Team of Experts + Your Vision & Values
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If taking care of your financial future is a priority, please get in touch. When it comes to your wealth management and financial planning, you deserve the best advice and guidance.
Does this sound like you?
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You’re planning for retirement and want to get all your ducks in a row.
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You want to ensure you leave a positive legacy.
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Preserving generational wealth is important to you.
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You don’t want to overpay your tax, so tax planning is important to you.
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You’re concerned about having income flow in your old age.
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You’re not trying to beat the market. But you do want to sleep well at night.
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You want the guidance of an advisor who works in your best interest at all times.
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Family and community are important to you.
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You work hard and want to take care of what you’ve built.
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If you’re a business owner, succession planning is on your to-do list.
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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
Here's How It Works
Getting Started
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 with an advisor.
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Have a 1-hour follow-up call to better assess if we're a good fit.
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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.
Eden Prairie Wealth Management & Financial Planning Services
360 Financial provides comprehensive wealth management, investment management and financial planning services. Our services include the following:
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Comprehensive and long-range wealth management and financial planning
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Education planning and funding (college planning)
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Risk management
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Specialist referrals
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Personal tax planning and strategies
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Business tax planning and strategies
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Retirement savings and planning
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Retirement tax planning strategies
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Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
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403(b) rollover services
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Estate and estate tax planning
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Will and trust planning
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Legacy planning
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Generational wealth planning
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Investment advice and management
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Philanthropic planning and charitable giving
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Retirement goals and planning
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Business Owner Cash Flow Planning
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Succession Planning
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Financial Planning & Wealth Management in Minnesota and Across the USA
Fiduciary Financial Advisors in MN
360 Financial is located in Wayzata on Lake Street, just across from Wayzata Bay. We’re a short drive from Eden Prairie and serve clients across Minnesota and the country.
Driving Directions from Eden Prairie to Wayzata
To get from Eden Prairie, MN, to 849 Lake Street E, Wayzata, MN, you can follow these general route directions:
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Start by heading east on Flying Cloud Drive toward Viking Drive.
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Merge onto MN-212 E via the ramp to Minneapolis.
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Continue on MN-212 E until it merges with I-494 E.
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Merge onto I-494 E and continue east.
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Take exit 20 for MN-101 S toward Wayzata.
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Merge onto MN-101 S.
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Continue on MN-101 S until you reach Wayzata Blvd.
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Turn left onto Wayzata Blvd.
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Follow Wayzata Blvd, which will become Lake Street E.
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Finally, turn right onto Lake Street E, and you will arrive at 849 Lake Street E, Wayzata, MN.
Areas in Minnesota 360 Financial Serves
360 Financial serves clients in Wayzata, Minneapolis, Eden Prairie, Elk River, Woodland, Minnetonka, Hopkins, Deephaven, Medicine Lake, Long Lake, Medina, and many other communities throughout Minnesota. We also serve clients who live in various states across the country.
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 Financial FAQ
Many financial planners charge a 1% fee, which may not include the investment fees. Some underlying investments—such as certain mutual funds—within your portfolio may have costs over and above what you pay for financial advice.
What is a normal fee for a financial planner?
We charge assets under management (AUM) fee. Essentially that means we charge a fee on the assets that we manage. It’s a percentage of your account value. We are always transparent with our service and investment fees. And we believe that you should always ask your financial advisor about the all-in cost.
How do you charge? What is your cost structure?
The terms financial advisor and a financial planner are used interchangeably. We recommend that you work with a Certified Financial Planner that is a fiduciary in Minnesota.
What is the difference between a financial advisor and a financial planner?
You don’t need to bring anything to the first meeting. The first meeting is a conversation about your overall financial picture and your goals, so you don’t need to bring any paperwork.
What should I bring to my first meeting with you?
Mike Rogers, our founder and president, is part of LPL’s Chairman council which is awarded to less than 1% of advisors and based on annual production among LPL Advisors. LPL Financial is the largest brokerage firm in the nation with over 20,000 advisors, ss reported by Financial Planning magazine, 1996-2022, based on total revenue. LPL is the #1 Independent Broker/Dealer in the US1 and the #3 RIA Custodian in the US2.
Does your firm receive recognition for production?
Most of 360 Financials’s clients have a portfolios of $1M or greater. Typically, we work with clients with $1M or more in investable assets or the ability to get there. If a client is younger, and building wealth, we know they will be able to grow their wealth to have $1M or more in assets at retirement.
How much money do I need to have to work with you?
$550M + as of July 13, 2023.
What are 360’s assets under management?
At 360 Financial we have many CFPs in our office.
Are you certified financial planners?
Click below to schedule a Zoom meeting or phone call. Or email or call