The 401 Group at Focus Financial | Minneapolis MN's icon
The 401 Group at Focus Financial | Minneapolis MN

@401group-focusfinancial.com

The 401 Group - An Independent Private Wealth Management Practice of Focus Financial.

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About

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The 401 Group at Focus Financial in Minneapolis, MN, is a full-service independent private wealth management firm dedicated to providing comprehensive wealth management through the highest standard of fiduciary advice. Our goal is to meet each client's uniquely personal financial goals by delivering concierge-level client service. As a fiduciary advisor, we prioritize our clients' best interests, putting them first in every decision.


We are registered with the Securities and Exchange Commission (SEC) and adhere to a strict fiduciary standard. This sets us apart from other financial practitioners who may only follow the suitability standard. Our independence ensures objective and unbiased advice.


Unlike banks, brokerage firms, and insurance companies, we do not profit from the sale of proprietary products. Instead, we offer a fee-based pay-as-you-go structure, focused on providing the most cost-efficient method to implement your customized wealth management strategy. Our team of advisors boasts impressive education, credentials, and experience.


They hold degrees in Finance and Mathematics and are among the select 2% of all Financial Advisors in America with both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. With over 20 years of experience, our lead advisors have provided trusted financial advice to individuals, families, small businesses, and retirement plans. At The 401 Group, we understand the importance of trust and strive to build long-term relationships with our clients.


We are here to guide you through the complexities of financial planning and help you achieve your financial goals with confidence and peace of mind

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