Northside Funders

Oxford Financial Group, Ltd. - MinneapolisAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Minneapolis, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Evercore Wealth Management is a financial services firm based in Minneapolis, MN, specializing in wealth management and investment advisory services for individuals and families. The company focuses on creating customized financial plans tailored to each client's unique goals and circumstances. With a team of experienced professionals, Evercore Wealth Management offers comprehensive financial planning, investment management, and estate planning services to help clients achieve their long-term financial objectives. The firm prides itself on providing personalized and transparent advice to guide clients through their financial journey. Generated from their business information

AIS Planning is dedicated to providing the very best in Wealth Management and Retirement Plan services, focused on helping clients think bigger, plan better so they can enjoy more. We understand that talking about your money is an emotional matter...