FAQs about our Firm

How long has your firm been in business?

GT Financial Advisors originated in 1991 to provide clients with truly personalized strategies. In addition to serving the greater Minnesota region, we work with clients in 48 states across the country. Though our office has certainly grown over the years, we have limited our expansion so we can continue to provide world-class service and customized attention.

What are your areas of expertise?

Life is all about choices, and our advisors specialize in helping clients in the midst of life transitions. By helping you understand the full picture of your situation, and identifying the options at your disposal, we can help navigate you through change and guide you to the next chapter.

Whether you’re getting married, nearing retirement, selling a business, stuck between jobs, or dealing with a death in the family, we’ll walk beside you through these transitions and strengthen your financial confidence.

Why do clients like working with your firm?

  1. A Comprehensive Perspective – Your goals, business commitments, and family situation demand unique strategies that are customized to you and adaptable to change. When your life evolves, so should your investment strategies. After gaining a complete understanding of your financial life, we then align our processes to match your best interests to help you achieve your most valued goals.
  2. Total Independence - In our rapidly-growing and complex industry, independence is everything. Free from the constraints of outside interests, GT Financial Advisors operates exclusively on behalf of our clients. We founded our fully-independent firm to return the world of financial planning back where it belongs: to you.  The Investment Advisor Representatives on our team will act in the capacity of fiduciaries which means we are legally obliged to act in your best interest.
  3. Your Advocate - We believe our clients deserve the highest standard of care possible. Free from the pressure of selling corporate and proprietary products, our advice, analysis, and strategies are always tailored to your individual situation.

How can GT Financial Advisors help me?

We are committed to simplifying the world of financial planning so you can live the life you’ve imagined. As longtime financial advisors, we have the knowledge and ability to help people take charge of their financial lives in ways they’ve never imagined.

Whether in our first meeting together or our tenth, our primary objective is to provide you with clarity about your financial situation and instill confidence in your future. We achieve this through listening to your goals, understanding your priorities, and crafting tailored strategies that are built to last.

What if I don’t live near your offices?

Whether you’re home or away, we are dedicated to delivering modern and efficient ways to connect with our team. While in-person discussions will always retain their value, our virtual-conferencing software makes it easier than ever to have face-to-face meetings. Many of our clients live across the country, and this technology has proven integral to maintaining our relationships.

Contact Us for More Information

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