Steve Farrell, CMFC, PPC

Respected Wealth Advisor in Rochester, MN – Serving Mayo Clinic Employees and Local Businesses

Steve Farrell is the Owner and President of Prinvest Advisors, an independent wealth management firm headquartered in Rochester, MN. With more than 30 years of experience in the financial services industry, Steve leads a team of four LPL Financial Advisors and two dedicated support professionals, committed to providing personalized financial planning and investment management.

Steve specializes in helping individuals and families simplify their financial lives and build long-term strategies tailored to their goals. He works extensively with Mayo Clinic employees—understanding their unique benefits and retirement plans—as well as with professionals and business owners throughout southeastern Minnesota.

Comprehensive Financial Planning Services

Steve’s mission is to help clients take the guesswork out of investing, better manage financial risk, and maximize the potential of their money. His areas of focus include:

• Retirement Planning

• Investment Strategies

• College Savings Plans

• Insurance & Risk Management

• 401(k) and Employer-Sponsored Plan Guidance

• Financial Planning for Mayo Clinic Professionals

Credentials and Professional Designations

After earning his Bachelor of Science degree from Winona State University, Steve began his
career as a Financial Consultant in August 1992. He holds his FINRA registrations through LPL
Financial, holding the:

• Series 7 and Series 66 Securities Registrations, held through LPL Financial

• Life & Health Insurance License

• Chartered Mutual Fund Counselor (CMFC®) – Expert in mutual fund strategies and portfolio construction

• Professional Plan Consultant (PPC™) – Specialized in qualified retirement plans, fiduciary standards, and 401(k) consulting

These designations reflect Steve’s dedication to continued education and excellence in retirement and investment planning.

A Personal Touch

Steve lives in Pine Island, Minnesota, with his wife, Caroline, and their golden retriever puppy, Remi. They are proud parents of three grown children and enjoy spending time with their five grandchildren at the family’s lake cabin. A lifelong sports enthusiast, Steve enjoys both playing and watching sports—and brings that same drive and dedication to helping his clients succeed.

Let’s Plan Your Financial Future

Whether you’re a Mayo Clinic employee, small business owner, or family preparing for the future, Steve Farrell and Prinvest Advisors are here to help you make confident, informed financial decisions.

Looking for a financial advisor in Rochester, MN?

Contact Steve today to schedule a complimentary consultation and explore how personalized financial advice can help you pursue your goals.