Rochester, Minnesota Clarity, Confidence, and Control
From creating sustainable retirement income to managing taxes and striving to protect long-term financial independence, we bring the moving pieces of your financial life together so you can make informed decisions and move forward with confidence.
Headquarters
2774 Commerce Dr NW
Suite A, Rochester MN
Email
hello@prinvestadvisors.com
Phone
(507) 535-3542
Our FirmWhy Clients Choose
Prinvest Advisors
Fiduciary advice — Your best interests come first. We put your goals, needs, and financial well-being at the center of every recommendation.
95+ years of combined experience — Our team brings decades of collective experience to help you navigate important financial decisions with confidence.
Retirement income focus — We look beyond accumulation to help you develop a strategy designed to create reliable, sustainable income throughout retirement.
Independent recommendations — Our independent structure, supported by LPL Financial, gives us the flexibility to provide personalized recommendations aligned with your unique goals.
Who We ServeGuiding You Through Every Stage
Mayo Clinic
Employees
Whether you're launching your Mayo career, growing your family, or preparing for retirement, our team is here to help you make the most of your benefits and build long-term financial confidence.
Professionals &
Executives
Whether you're advancing your career, building wealth, or preparing for what comes next, our team is here to help you make informed decisions, maximize your opportunities, and build a financial future with confidence.
Business
Owners
Whether you're growing your business, planning for your personal financial future, or preparing for a successful transition, our team is here to help you align your business and personal goals with a clear, thoughtful financial strategy.
Pre-Retirees
& Retirees
Whether you want to travel, spend more time with family, or simply know you won't outlive your money, our role is to provide the clarity and structure you need to move forward with confidence.
The Prinvest ExperienceA simple, structured approach
to your retirement.
Our practice is based on financial planning. We help our clients think about their goals (pay off loans, marriage, education, buy a house, save for retirement, etc.), then plan how to pursue those goals in a cost & tax-efficient way.
Step 1 — Understand Where You Are Today
We analyze your current financial position, investments, and risks.
Step 2 — Identify Gaps and Opportunities
We uncover blind spots - tax inefficiencies, income risks, and missed opportunities.
Step 3 — Build Your Retirement Strategy
You leave with a clear plan for income, taxes, investments, and long-term security.
LPL FINANCIALBroker-Dealer Partner
What Clients SayTestimonials
Don't just take our word for it! Here are what our clients are saying about us!
"I have trusted Levi Befort with our life's savings for several years now. Such a knowledgeable and trustworthy person. We are so very fortunate to have Levi in our corner. He has wisely invested our funds and has never disappointed us. He keeps us very informed with our accounts even though I do not always understand everything. If you are looking for a review, Levi is the ABSOLUTE BEST!!" - Steve R.
This statement is a testimonial by a client of the financial professional as of 12/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"I met with Levi yesterday for our yearly check. I cannot say enough good things about Levi and his company. Levi talks to you and explains things so that you understand what is happening with your investments. Always there to answer questions and if he's busy he gets back to you right away. I ask questions when I don't understand something and Levi never makes me feel dumb for asking. I handed out Levi's business cards to my coworkers because I believe in him and trust him. Levi works wonders for you!" - Joni HB
This statement is a testimonial by a client of the financial professional as of 01/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Had a great experience with Prinvest. Levi and his team were very knowledgeable with retirement. As a small business owner, they helped manage funds for the future with ease. Highly recommend!" - Spencer M.
This statement is a testimonial by a client of the financial professional as of 08/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"We have been happy with Prinvest. Steve has helped us in deciding what investments are right for us. He comes regularly to keep us up to date and is always willing to answer any questions we have. Responds quickly when I email him with a request." - Marlys S.
This statement is a testimonial by a client of the financial professional as of 09/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Levi has been my advisor for several years (through ups and downs in the market). I put my trust in him to make financial decisions for me." - Tara P.
This statement is a testimonial by a client of the financial professional as of 01/26/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Ben F at Prinvest is excellent to work with! Answers all of my questions thoroughly and is fun to work with. I definitely recommend him!" - Matt L.
This statement is a testimonial by a client of the financial professional as of 01/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"I work directly with Justin Glasrud. He is very communicative and easy to work with. Honest guy who makes the time to meet face to face. You can tell he takes pride in his work." - Ian D.
This statement is a testimonial by a client of the financial professional as of 01/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Very professional and a trusted partner in the financial business. I have been a customer for quite a few years and trust Levi and his team to help me with my future plans." - Steve G.
This statement is a testimonial by a client of the financial professional as of 01/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Annual review of my portfolio went well and Steve was his usual informative, pleasant self. Questions were answered with expertise and completed when I was satisfied. What a tremendous relief to have him as my advisor." - Annette B.
This statement is a testimonial by a client of the financial professional as of 07/16/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of other clients and are not indicative of future performance or success.
"Ben and his team have been amazing to work with to make sure my family's investment needs are taken care of. They are very prompt and professional. They are very responsive and use great technology to display concepts and make things simple to understand and to show where growth can be achieved. They have a great app and online portal you can use as well. I HIGHLY recommend reaching out to Ben with Prinvest to see what he can do for you and your family's financial goals!" - Jordan W.
This statement is a testimonial by a client of the financial professional as of 07/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I have been working with Justin for 2 years. He took the time to assess our current financial situation and hear our long-term goals and use that information to make suggestions. He has always been very responsive with any questions or concerns." - Alexandra B.
This statement is a testimonial by a client of the financial professional as of 02/26/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"We found Levi through friends of ours and have been more than happy with him and his advice. He explains things in a way that even me (who doesn't understand any of the stock market) can understand. And always has time to answer any dumb questions I come up with. If you're looking for a financial advisor, I'd 10/10 recommend Levi." - Kara K.
This statement is a testimonial by a client of the financial professional as of 01/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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As financial advisors, we offer access to investments, insurance and a comprehensive financial picture. At Prinvest Advisors, we can help.
2774 Commerce Dr NW, Suite A
Rochester, MN 55901