Mitchell J. Thompson, CFP®, CDFA®

Mitchell J. Thompson, CFP®, CDFA® CDFA®

464 Second St
Suite 208
Excelsior MN 55331
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952-938-3476

Through Collaboration, our goal is to help our clients understand the transitions they are going through and may encounter in the future. With Calmness and Clarity, we ensure that when they leave our meetings, they understand the Why of what we are doing to help them navigate those transitions.

Our reasons for becoming Certified Divorce Financial Analyst® professional and financial advisors are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Our understanding of personal finance and our training as CDFA® and CFP® professionals can help people better prepare for the future.

Over the years, we have found that a team approach is an effective method to help clients with a wide variety of needs as they maneuver through a complex financial world. We invite you to discover and experience the power of our comprehensive financial services.

No one strategy fits everyone, which is why every client gets our undivided and individual attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available.