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Bringing Together the Big Picture: One Piece At a Time

A Holistic Approach to Wealth Management

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. By taking the time to understand what is important to you and your family, we strive to create a plan that aligns all aspects of your life.

A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning. At Sandvold Financial Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.

A Longer-Term Approach

In a World that Favors Immediacy 

True change can take time, however it can present powerful opportunities. Our approach is to find the true underlying reasons as to why society is going through change and analyze the investment opportunities that these changes bring. 

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Designed for You

An Individualized Approach to Planning

As time goes on, we recognize the importance of continuously monitoring your investments and objectives. We take a proactive approach, shifting your plan as your objectives change. 

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Wealth Management

Retirement Planning

Insurance Design

Business Services

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Terry C. Sandvold

Terry C. Sandvold

Founder and CEO, Financial Planner

Blake Sandvold, CFP®, CAP®

Blake Sandvold, CFP®, CAP®

CIO, Financial Planner

Robert Cowin, CFP®

Robert Cowin, CFP®

Financial Planner

Scott Graul

Scott Graul

Financial Planner, Head of Operations

Matthew Fiske

Matthew Fiske

Financial Planner

David Cooper

David Cooper

Financial Paraplanner

Adam Storbakken

Adam Storbakken

Financial Planner

Maria Torres

Maria Torres

Lead Client Service Representative

David Sandvold

David Sandvold

Financial Paraplanner

Ann Baufield

Ann Baufield

Client Service Representative

Georgia Dahler

Georgia Dahler

Client Service Representative and Marketing Specialist

Olivia McCahon

Olivia McCahon

Client Service Representative

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