Fiduciary Financial Advisor for Burnsville, MN and the South Metro

Sophisticated retirement and investment planning—tailored for Burnsville, Savage, and Prior Lake families and professionals.

Proudly Serving Burnsville, Savage, and Prior Lake

ICON Financial offers retirement planning, investment management, and wealth strategies for the south metro—serving Burnsville, Savage, and Prior Lake from our nearby Bloomington office. Many local clients appreciate our blend of big-city skill and small-town accessibility, delivered through in-person meetings, virtual consults, and flexible scheduling.

Personalized Guidance for Every Life Stage

Pre-Retirees (50s–early 60s):

Prepare for retirement, protect your savings, and avoid common last-minute mistakes with strategies that fit your timeline.

Mid-Career Professionals (30s–50s):
Grow your wealth, optimize your benefits, and reach multiple goals with an advisor who understands south metro families.

Comprehensive Financial Planning and Investment Services

• Retirement Planning:
  Navigate your transition to retirement with local insights and time-tested strategies.
• Investment Management:
  Grow and protect your portfolio with hands-on, active management and innovative alternatives to bonds.
  
• Structured Notes:
  Access advanced investment tools designed for greater returns and defined protection..
  
• Registered Index-Linked Annuities (RILAs):
  Capture growth and buffer against market losses—perfect for pre-retirees and retirees in Burnsville.
  

Why Choose Icon Financial in Burnsville?

• Fee-Only Fiduciary: No product sales, no commissions, no sales quotas—just client-first advice.
  
• Local Commitment: Serving the south metro for 15+ years, with strong ties to Burnsville, Savage, and Prior Lake.
  
• Award-Winning Expertise: Multi-year Twin Cities Five Star Wealth Manager for client satisfaction and trust.
  
• Personalized Attention: Boutique service, flexible meeting options, and a low client-to-advisor ratio.
  

Burnsville Convenience. Twin Cities Quality.

You don’t need to drive downtown for world-class planning. We’re just up the road in Bloomington—and we’ll gladly meet you locally or virtually, with options to fit your schedule. Many of your neighbors already trust ICON Financial with their retirement and investments. You can, too.