Schedule a Consultation

Get Started

The first step is to make an appointment to visit us at one of area locations. If you prefer, we can do a phone call to get acquainted.  We’ll spend an hour getting to know you to understand your financial needs.

We then can determine your goals, learn how you want our relationship to work, and explore how we can assist you in planning your financial future.

Metro Locations

Bloomington

3800 American Blvd W
Suite 1500
Bloomington, MN 55431

Minneapolis

333 Washington Ave N
Suite 300
Minneapolis, MN 55401

St Louis Park

5775 Wayzata Blvd
Suite 700
St Louis Park, MN 55416

Contact Information

Principal Advisor

Greg Naylor

(612) 940-0901

Client Services

Meg Pendleton

(612) 636-1257

Financial guidance made

Steady, Smart, Simple