Solid Investment Advice, Proven Perspective
Markets can be complex and daunting, so you need a successful wealth manager with experience and perspective. We navigate the myriad of different investment vehicles to provide you with solid advice and one objective: helping you pursue your financial and life goals.
Our two principals have more than 45 years combined investment experience that has built perspective to benefit you. We guide you in these types of investments:
- Individual stocks
- Municipal and corporate bonds
- Mutual funds
- ETFs
- Alternative investments
- Variable and fixed annuities
- Money market funds
- Real estate investment trusts
- Limited partnerships
Donald Miller was selected in 2007 and 2008 by The Winner's Circle as one of the top Independent/RIA wealth advisers in Minnesota. Don and Jim Phillips were selected as Five Star Wealth Managers in 2009, 2010, and 2011.
Our investment team has expertise in economics, finance, the capital markets, and has access to tremendous research capabilities. Our licenses and registrations include:
- B.S., Business Management from University of Minnesota
- B.S., Business from University of St. Thomas
- B.A., Economics from Carleton College
- CFP, RIA, Registered Representative, Registered Principal, Limited Municipal Securities Principal, Insurance Life / Accident / Health / Variable Annuities
*All securities registrations held with LPL Financial.
