Our Mission

Our Team's mission  is to collaborate with our clients to create their unique path towards financial security."

"We exist to build financial security in our community.  Our driving purpose is to makes people’s lives better by the work we do, the introductions we make, and the resources we share.  Our objectives are long term in nature and will continually evolve with the families we serve.  As stewards of our clients’ wealth we aim to champion security, philanthropy, and generational advancement."


In fall of 2014 Brian's clients and their families attended a University of Minnesota Coaches Clinic hosted by Coach Richard Pitino at Williams Arena. Brian and those in attendance had the opportunity to meet the U of M players and coaches, participate in drills, and watch the basketball team practice.

Brian Eder, CFP®, CLU®, ChFC®

Wealth Management Advisor

Webcast: Stretch Your Retirement Savings – View Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

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How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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