What Is the Best Financial Advice for Small Business Owners? A Quick Guide
Looking for financial advice for small business owners?
top of page
Financial Planning & Wealth Management for Successful Professionals and Business Owners
At 360 Financial, we are here to help you with your big picture planning and wealth management needs.
You’ve worked hard to become successful, and you deserve experienced guidance in seeking to ensure your assets are protected.
We’re here to help you pursue your most important financial goals and build a lasting legacy.
Based in Minnesota, with clients in Minneapolis and across the United States, we specialize in helping successful people manage their big picture financial goals through our wealth management, financial planning, and estate planning services.
"Why does wealth management matter?"
Wealth Management matters because your vision, values, and goals matter.
Whether your desired outcome is retirement, sending your child to college, ensuring a surviving spouse is taken care of, or traveling around the world, you will likely need to manage your wealth in a manner that allows you to reach these objectives.
.jpg)
Does Wealth Management Matter?
Is wealth management important?
A survey by the Investment Funds Institute titled “Value of Advice” states that people who pay for financial advice had a 1.5x higher probability of sticking with their long-term plan than those who didn’t.
The same study also shows that those who pay for financial advice also have confidence in the knowledge their advisor is addressing their financial concerns.
According to a Northwestern Mutual Survey (2019), 92% of respondents said nothing makes them happier or more confident than having their financial house in order. If this sounds like you, then please keep reading.
The definition of wealth management varies significantly from company to company and advisor to advisor.
Be sure to understand what wealth management means at a particular advisory firm to understand if their services will truly help you manage your wealth.
Wealth Management Minnesota
At 360 Financial, we help people across the United States, including clients in Minneapolis and neighboring towns.
We’re based out of Wayzata, MN. However, we are happy to work with clients via Zoom or phone call.
You no longer have to work with the advisor down the street in this digital era; you can choose to work with the team that best understands you and your situation.
Financial Advisors & Wealth Managers Serving Minnesota
Meet the Team
200 Years of Combined Experience
The 360 Financial team includes seven advisors with more than 200 years of combined experience as wealth managers, financial advisors, and planners with CFP®’s (Certified Financial Planner™), MBA, CLTC, and fiduciary investment credentials.
The advisor team specializes in:
-
investment and asset management
-
cash and debt flow planning
-
college planning
-
risk management
-
insurance planning
-
estate planning
-
retirement
-
income planning
-
business planning
-
tax strategies.
Wealth Management and Financial Planning Services
At 360 Financial, we aim to take care of every single client like they’re our family. As an independent firm, we aim to provide outstanding service and personalized big picture planning.
How Does It Work?
Where to Find 360 Financial in Minnesota
At 360 Financial, we work with clients throughout Minnesota and the USA.
We’re a boutique wealth management firm based in Wayzata, just outside of Minneapolis.
We also work with successful business owners and entrepreneurs who may be living a location-free lifestyle or are out of state.
Wealth Management and Financial Planning Services Include:
-
Meaning-of-life questions on life goals, money, and values alignment
-
Comprehensive & long-range wealth management & financial planning
-
Education planning & funding (college planning)
-
Estate & estate tax planning
-
Generational wealth
-
Investment advice & management
-
Philanthropic planning & charitable giving
-
Retirement goals & planning
-
Risk management
-
Specialist referrals
-
Tax planning & strategies
*You are under no obligation to use the services of any of the outside professionals referred, and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL Financial and 360 Financial.
"Is 360 Financial one of the best wealth management firms in Minnesota?"
Well, we like to think so. But you’ll have to be the judge of that. We encourage you to schedule a call below to meet with one of our team members. You’ll get a better feel for what makes 360 different and why we provide such excellent service to our clients.
.jpg)
Your Big Picture Plan Is Our Priority
Our team is dedicated. We genuinely care about our clients. Every client gets a comprehensive financial plan specifically designed for each client. We truly partner with our clients and help them pursue their financial goals.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
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.
Danielle Cain, CFP®
Associate Wealth Manager
Danielle Cain is a CFP® and holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience, 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 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.
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.
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.
.jpg)
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.
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.
bottom of page