12 Reasons Families, Executives, and Business Owners in Minnesota Choose 360 Financial
1. Get Clear and Consistent Communication
When you work with 360 Financial, you have a team of specialists who are committed to providing you with the information you need to feel confident in your plan.
360 advisors always aim to explain everything in plain language—clients consistently say it’s simple and clear, not intimidating. Quarterly conversations may focus on timely topics such as tax planning or New Year's goal-setting.
Here’s the communication cadence you can expect with 360:
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Quarterly check-ins to make sure your plan stays on track
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Annual or biannual “Vision Review” meetings that show where you are, where you’re going, and what your financial finish line looks like
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Monthly Investment Committee notes explaining any portfolio change
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Weekly market commentary available for clients who want deeper updates
2. Your Advisor Is Available and Here to Help You
You won’t be waiting days or weeks for your advisor to get back to you. When you need your advisor’s guidance or insights, they’ll be there for you.
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Advisors return calls and answer your emails within the same day or the next day, so you’re never chasing down your advisor.
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You have direct access to your advisor. You can call them up or send an email when you need advice.
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Every client is supported by one advisor plus one dedicated Client Service Associate, so someone is always available during business hours.
High responsiveness is one of the most common positive comments in 360 testimonials.
3. Fiduciary Approach (No Product Pushing)
As fiduciaries, 360 Financial always puts your best interests first. 360 Financial advisors are committed to acting in your best interest at all times.
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360 Financial is a wealth management firm that operates within a fiduciary environment
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360 Financial focuses on planning your entire financial life, not selling products
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We use a tiered AUM-based fee structure where the percentage decreases as your assets grow—aligning our success with yours and ensuring a fair, win-win partnership.
You get customized strategies instead of one-size-fits-all “big box” packages
4. Deep Tax Awareness and Annual Tax Reviews
Tax planning plays a critical role in building and sustaining wealth. At 360 Financial, your advisor takes a proactive, strategic approach—coordinating tax considerations across every aspect of your financial plan.
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360 financial advisors understand the complexities of high-income planning
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Annual tax summary provided in a clear, two-page format
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Guidance on tax strategy improvements and next steps
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Advisors collaborate directly with tax professionals (e.g., confirming Roth conversions, reviewing tax impacts)
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You don’t have to reconcile conflicting advice between “your advisor” and “your tax person”—the 360 Financial team does that work for you
5. Specialized Support for Executives and Business Owners
360 Financial has extensive experience working with executives and business owners whose financial situations are complex and require careful planning.
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Experience with Fortune 500 executives who receive stock options or equity compensation
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Strategic guidance through exercising, retiring, selling, or transitioning equity
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Work with advisors who understand business ownership
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Many of 360 Financial clients are entrepreneurs and business owners
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Get support if you’re exiting your business or working on your business succession plan
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Tailored planning for both personal and business wealth
6. Collaborative Investment Committee—Not a Single Manager
When you work with 360 Financial, you get the benefit of a team of advisors and specialists working together with your prosperity in mind. 360’s Investment Committee meets every other week to review the strategies and share insights.
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All advisors meet every other week to review the portfolios
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They research trends, evaluate positioning, and decide together on any changes
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Clients receive transparency through monthly committee notes
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You benefit from the perspective of multiple seasoned professionals—not one person’s opinions
7. Holistic Wealth Management Covering All Key Areas of Wealth Preservation and Growth
360 Financial covers all four central pillars of wealth with a proprietary LifeWealth Process:
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Asset Management: Built and managed by your advisor and the Investment Committee
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Tax Strategies: Guidance and collaboration with a CPA
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Estate Planning: Coordination with your estate planning lawyers
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Risk Management: Support through dedicated insurance professionals
You don’t need to juggle multiple professionals. The 360 Financial team works with your team of experienced professionals, acting as the quarterback so that every aspect of your financial life is aligned.
8. Boutique Firm Experience with a Modern Ethos
360 Financial is an independent wealth management firm owned by Mike Rogers, AIF. Mike has a strong focus on supporting the local community and providing outstanding service to clients in Minnesota and across the United States.
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Independently owned—not a “big box” or wirehouse, which means you’re truly important
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Entrepreneurial operating system (EOS) means every team member has a voice and accountability
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Offices are modern and approachable, not the traditional “old, stuffy” corporate
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Appealing to both long-established wealthy families and younger high-earning professionals experiencing sudden wealth
Mike is an entrepreneur who understands entrepreneurs, and 360 Financial’s service offerings reflect that understanding
9. Sound Experience with Growth and Helping Multiple Generations with Wealth Planning
When you work with 360 Financial, you get the experience of a multi-advisor firm that has a long-term plan and is committed to working with you and your family for many generations.
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30+ years in business
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Multiple offices and growing
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Consistently rated a top place to work by our employees
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Low advisor turnover means you won’t get a new advisor every quarter
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Strong internal culture and employee longevity mean the 360 financial team is here for the long term
10. Clear Processes and Predictable Turnaround Times
At 360 Financial, the LifeWealth Process is our approach that aims to ensure every aspect of your financial life has been covered. This clear process means that nothing is left to chance.
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Financial plans are typically completed within 6 weeks
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Routine service requests are handled quickly because each client has a dedicated advisor-CSA team
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Regular communication cadence keeps you informed
11. Dedicated Support for Minneapolis and Twin Cities Wealth Management Clients
360 Financial provides comprehensive wealth management and financial planning for successful families, executives, and business owners in Minneapolis and the surrounding Twin Cities area.
12. Recognized Leadership and Award-Winning Excellence
360 Financial and its leadership team have received significant recognition from respected industry and business publications.
Firm and Advisor Awards Include:
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Forbes Best-In-State Wealth Advisors 2025: Mike Rogers, AIF®, ranked #37 in Minnesota
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Twin Cities Business “2025 Notable Wealth Managers”: recognizing Mike Rogers’ leadership
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Minneapolis/St. Paul Business Journal “Best Places to Work”: two-time honoree (2025, extra-small company category)
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Inc. Magazine’s Best Workplaces 2022: national recognition for firm culture and client-centered service
Awards Info
Forbes Best In State Award
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Twin Cities Business Award
The Twin Cities Business “2025 Notable Wealth Managers” recognition was awarded to 10 recipients on 6/18/25 by an editorial panel based on its review of nominee submissions over the prior 18 months. Recipients were selected based on at least 5+ years industry experience and having shown an ability to effect change in their roles or areas of practice within the Twin Cities. There was no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.
Minneapolis/St. Paul Business Journal Award
The Minneapolis/St. Paul Business Journal Best Places to Work: Award based on honorees in the Extra Small category (10–24 Minnesota employees). Recognitions are determined by Omaha based Quantum Workplace, which evaluates companies across five size categories using employee feedback on leadership, communication, career development opportunities, and inclusion.
