Join our team:

One of the nation’s leading providers of comprehensive financial planning for corporate executives as well as high-net-worth individuals and families.

Ranked by Barron’s among the top advisory firms in the U.S. every year since 2007.

Ranked by Minneapolis/St. Paul Business Journal in the area’s top five wealth advisors since the list was first published in 2006.  One of only two independent firms to make the list of the top 25.

Benefits comparable to those of companies many times our size.

Interested candidates please submit your résumé to



*For more information on the award and methodology, please go to &

Lake Dock