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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Woodbury is a tedious task to do. give you extensive options to compare best advisors in Woodbury & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Woodbury?

Looking for a qualified financial advisor in Woodbury? We can help you by narrowing down your options & listing the best financial advisors in Woodbury as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Woodbury near you with the list of certified and vetted Woodbury financial advisors.

List of Qualified Financial Advisors in Woodbury, Minnesota


John Severy-Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104



Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125



Tyler Schelhaas

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414



Joe Schwarz


50 South Sixth Street

Minneapolis, MN 55402



Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441



Peter Fleming

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311



Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729


List of Additional Financial Advisors in Woodbury, Minnesota*

* Additional advisor listing is provided in partnership with Yext


Clear Wealth

652 Bielenberg Drive
Suite 201

Woodbury, MN 55125


Keith J. Van Dell Waypoint Wealth Group

710 Commerce Dr

Woodbury, MN 55125


GT Financial Advisors

539 Bielenberg Drive
Suite 100

Woodbury, MN 55125


Pursuit Wealth Management

652 Bielenberg Drive
Suite 201

Woodbury, MN 55125

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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