Bettering Lives

Through Holistic Financial Advice

Learn More

TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

Learn More

INDEPENDENT

What differentiates us from the rest? Our independence, transparency, and passion.

Learn More

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.

Learn more

"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."
-Terry Sandvold

"Investing is an art – taking the appropriate time to observe, appreciate and think about the underlying connections is invaluable."
-Blake Sandvold

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.

Learn more

"The most rewarding part of what we do is creating true relationships and partnerships with our clients and seeing their dreams become reality."
-Scott Graul

"Life is a constant journey with ups and downs, we're here every step of the way to help you navigate."
-Terry Sandvold

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."