Prinvest Advisors

Prinvest Advisors is a team of LPL Financial advisors committed to helping clients nationwide create financial strategies with confidence and clarity.  At Prinvest Advisors, we know that financial planning is about more than charts and numbers - it's about people, families, and futures.  Our team brings together over 90 years of combined experience helping clients across the country make confident financial decisions.

We are an independent advisory office, which means our guidance is shaped by one thing: your best interests.  With a fiduciary commitment in advisory relationships, we design strategies that reflect your life, your values, and your goals -  not sales quotas or product requirements.

Our office is made up of advisors and professionals dedicated to creating clarity in a world that can feel financially overwhelming.  Every client has a different story, and we believe financial advice should honor that.

When you work with Prinvest Advisors, you gain more than a plan - you gain a partner who listens, understands, and walks with you through every stage of life.

We believe financial planning should be:

• Personal - built around your story, not a template
• Transparent - clear and straightforward with no hidden agendas
• Adaptive - evolving as your life and goals change
• Steady - providing guidance in both calm and uncertain markets

Our fiduciary commitment is simple:  every recommendation is guided by your needs.  That means:

• Independent guidance without pressure to sell products
• Open conversations about risks, costs, and opportunities
• A focus on long-term trust, not short-term transactions

This is not just our duty - it's our promise.

We proudly serve clients nationwide, including:

• Pre-retirees preparing for the next stage of life
• Retirees seeking dependable income and stability
• Professionals and business owners building wealth
• Families looking to create a lasting legacy

• 90+ years of combined experience guiding clients through market cycles, legislation changes, and life's turning points
• Independent and fiduciary-minded approach that prioritizes people over products
• A team-based practice that ensures continuity and broad expertise for our clients
• Nationwide reach with local care - rooted in Minnesota, valued coast to coast

Your financial journey deserves more than generic advice.  It deserves experience, care, and a partner who listens.

Let's start a conversation about what matters most to you.