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What Is the Best Financial Advice for Small Business Owners? A Quick Guide
Looking for financial advice for small business owners?
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Wealth Advisors Wayzata MN
360 Financial is a boutique wealth management firm in Wayzata serving clients throughout Minnesota including Wayzata, Minneapolis, Elk River, and St. Louis Park.
Our wealth advisors and wealth management services 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, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs.
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Your Financial Goals Come First
Do you have a solid investment strategy and retirement plan?
We believe that everyone deserves to have the best possible financial guidance when building and protecting their wealth and legacy.
At 360 Financial, your financial advisor will take the extra time needed to get to know you on a deeper level so that your financial plan and portfolio meets your needs.
Circumstances change.
Life can throw the unexpected at you.
During those times, your financial advisory team will be there to guide you so you stay on track with your goals.
Whether you’re planning for retirement or want to ensure you leave a positive legacy and preserve generational wealth, our advisors can tailor a financial plan and investment portfolio for you.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of Wayzata-based 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience in the financial services industry, 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.
Dan Mahoney, CFP®
Senior Vice President
Dan is a Certified Financial Planner and 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.
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.
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.
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.
Ryan Trebil, CFA®
Senior Wealth Manager
With over 20 years experience, Ryan is a Chartered Financial Analyst® specializing in investment management strategies designed to build generational wealth for high-net-worth families.
Jeff Thompson
Senior Vice President
Jeff brings 22 years of financial planning experience to his clients, specializing in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
Wealth Management Firm in Wayzata, MN
360 Financial is located on Lake Street, just across from Wayzata Bay.
We’re a 20-minute drive from Minneapolis and serve clients in the region as well as across Minnesota and the country.
360 Financial’s Location in Wayzata, MN
Address: 849 Lake Street E, Wayzata, MN 55391
Wayzata Phone Number: 952-542-8900
Hours: 8 AM to 5 PM, Monday to Friday
Email: info@360financial.net
Wealth Management Services in Minnesota
360 Financial serves clients in Wayzata, Minneapolis, St. Louis Park, 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.
Providing Wealth Management Services Since 1995
360 Financial was founded by Mike Rogers, a fiduciary, financial advisor, and entrepreneur who cares about enriching lives and leaving a positive legacy.
Mike has over 30 years of experience as a financial advisor and has been growing 360 Financial’s team of dedicated financial advisors since 1995.
When you work with 360, you are supported by a dedicated 25-person team of specialists.
Wealth Management and Financial Planning Services in Wayzata
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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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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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.
Schedule a 15-minute call with a 360 Financial advisor to find out if we are the right fit, how we can help you, and how the process works.
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.
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