10900 Wayzata Boulevard,
Through Holistic Financial Advice
More than an advisor, we seek to be your partner, coach, and friend.
What differentiates us from the rest? Our independence, transparency, and passion.
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.
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.
"For over three decades our firm has sought to understand the changing macroeconomic environment that we live in and what sectors will be beneficiaries of that evolution."
"Investing is an art – taking the appropriate time to observe, appreciate and think about the underlying connections is invaluable."
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.
"The most rewarding part of what we do is creating true relationships and partnerships with our clients and seeing their dreams become reality."
"Life is a constant journey with ups and downs, we're here every step of the way to help you navigate."
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."
Founder and CEO, Financial Planner
CIO, Financial Planner
Financial Planner, Head of Operations
Mackenzie Groechel, ABFP™
Lead Client Service Representative
Client Service Representative
Client Service Representative and Marketing Specialist