Looking for an independent financial advisor in Minneapolis, MN that takes your goals seriously and listens to what matters to you? You're in the right place. {An independent financial advisor is a professional who offers personalized financial advice and investment planning that doesn’t represent any specific financial institution, broker, or insurer, ensuring recommendations are tailored just for you, not a sales commission.
At Correct Capital, we believe your financial future requires more than cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Minneapolis, MN, we’re legally and ethically bound to act in your best interest. Whether you’re planning for retirement, a business owner, or simply want clarity around your finances, we’re here to help you make smarter decisions every step of the way.
What You’ll Learn on This Page:
- What it means to work with an independent financial advisor in Minneapolis, MN and why they stand apart from other types of financial “advisors”
- The benefits of getting truly objective, client-first recommendations
- What you can expect from working with Correct Capital, including retirement planning, investment strategy, and tax-efficient planning
- Situations where an advisor can make the biggest difference—and how to tell if now is the right time
- Why starting the process is simpler than you think with a trusted Minneapolis, MN advisor
- How Correct Capital has earned the trust of individuals and families in Minneapolis, MN
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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What Is an Independent Financial Advisor?
An independent financial advisor is a professional who delivers financial guidance and investment insight without being tied to a specific corporate entity or broker. That means their recommendations are based on your unique goals, not on commissions or sales targets.
Here’s what sets independent advisors apart:
- It’s not about selling products, it’s about crafting plans that work.
- Our advice is personalized, objective, and tailored to your goals.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a higher ethical standard.
- We have access to a wider range of investment options and planning tools.
In short? We’re on your team—not on a sales commission.
Is It Better to Use an Independent Financial Advisor in Minneapolis, MN?
It often is, especially if objectivity and personalization matter to you.
Minneapolis, MN Independent advisors aren’t tied to specific products or companies, which means everything we suggest is selected with you—not a product shelf—in mind. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, our focus is on your future, not commission checks.
Why It Matters:
- Unbiased recommendations: Just honest advice focused on your future.
- Wider range of options: From retirement accounts to investment portfolios, you get access to a broad universe of investment tools.
- Stronger relationships: It’s a long-term partnership—not a transactional meeting.
- Fiduciary duty: It’s our job to prioritize your needs above all else.
Not sure your current advisor has your best interests at heart? That’s a sign it’s time to explore independent options.
What Does an Independent Financial Advisor Do?
We’re like your financial co-pilot. You tell us where you want to go—protect your family, grow your investments, simplify your finances—and we help navigate the best path forward to get there.
Here’s what we do for our Minneapolis, MN clients (and how we do it):
Personalized Financial Planning
We don’t do cookie-cutter plans. We take the time to dig deep into your goals and challenges—goals, values, income, assets, challenges—and build something that’s truly yours.
Retirement & Income Planning
Whether retirement is twenty years away or just around the corner, we help you put together a plan that brings clarity, stability, and peace of mind.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. No stock tips or day trading—just smart, long-term investing.
Tax-Efficient Planning
Taxes can chip away at your savings if you’re not careful. We help you plan smarter around taxes to keep more money in your pocket.
Ongoing Support & Proactive Guidance
Life changes. So should your financial plan. We stay in touch, adapt your strategy as needed, and are always available when questions come up.
Why Work With Correct Capital in Minneapolis, MN?
You’ve got options when it comes to financial advisors—but not all of them are fiduciaries or truly independent.
At Correct Capital, we don’t just build portfolios—we help build confidence.
Here’s what sets us apart:
- Independent & Fiduciary: We're not tied to any products or institutions, and we always act in your best interest.
- Fee-Based & Transparent: We believe in simple, straightforward pricing.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: You won’t get shuffled between advisors. You’ll work with someone who knows your goals, your family, and your financial story.
No matter where you are in your journey—retirement, entrepreneurship, or somewhere in between—we’re here to help.
We’d love to help—book a no-cost consultation today and let’s get started.
When Is It Worth Hiring an Independent Financial Advisor in Minneapolis, MN?
The fact that you’re asking usually means it’s worth a conversation.
Hiring an independent financial advisor is worth it when:
- You’re approaching retirement and want peace of mind about your finances.
- You’ve received a financial windfall—from selling a business, inheritance, or settlement—and aren’t sure what to do next.
- Your financial life has more moving parts, and it’s time to bring in a pro.
- You feel like you're doing "okay" but want a second opinion or a more strategic plan.
- You’d rather not go it alone when it comes to something this important.
Some people wait for a wake-up call—others take action early. Being proactive is almost always the better financial strategy.
Not sure if now is the right time? Let’s have a quick chat and figure it out together.
How to Get Started With an Independent Advisor
Taking that first step toward financial clarity is easier than you think.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
No pressure, no commitment. Just a friendly conversation where we get to know each other and see if we’re a good fit. - Bring the Basics
You don’t need spreadsheets—we just need to hear your story. If something’s missing, that’s totally fine—we’re here to help you fill in the blanks. - We Build Your Personalized Plan
Based on your priorities, we’ll create a roadmap to help you grow, preserve, and enjoy your wealth. - Ongoing Support (Not a One-and-Done)
As your life shifts, your strategy will too—and we’ll be there to help make the right moves at the right time.
Talk to an Independent Financial Advisor in Minneapolis, MN Today
You’ve earned what you have. We’re here to help make the most of it.
At Correct Capital, we help people across Minneapolis, MN take control of their financial futures—with personalized guidance, objective advice, and a relationship built on trust. Whether you’re nearing retirement, navigating a big life change, or just want to make smarter financial decisions, we’re here to help you do it with confidence.
Call us at 877-930-4015 or contact us online to schedule your free consultation with an independent financial advisor in Minneapolis, MN who puts you first.
Your goals, your strategy—let’s make it happen together.
