FINANCIAL ADVISORS HELPING YOU
Find Your Freedom
Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Ovation Wealth Advisors financial advisors, serving Minneapolis, Minnesota and beyond, help you define that why and create a financial plan that lets you live out your unique vision of freedom.
How Can We Help?
At Ovation Wealth Advisors, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
Ovation Wealth Advisors received the prestigious B Corp certification, joining a network of over 4,000 B Corps in 70 countries and 150 industries worldwide. The meticulous application process examined 170+ factors, reviewing Ovation’s clients and vendors, its record of inclusion, community involvement, corporate governance, and environmental impact, among others. Key elements such as charitable giving, energy savings plan, recycling policies, employee volunteer service and employee upward mobility were also analyzed. As a B-Corp, we consistently do our part to support a sustainable, inclusive culture and be a positive force within our community.
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What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Download a Complimentary Resource
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