Brian Macho

CFP®, ChFC®, CLU®, FIC, CEPA

Wealth Advisor

A personalized approach driven by your values and goals

State(s) Licensed:   AZ, CA Insurance Lic. #0K61893, CO, FL, KS, MI, MN, NC, ND, NE, OR, PA, SD, TX, VA, WA, WI

Phone 651-287-9408
Address

3001 Broadway St NE Suite 610
Minneapolis, MN 55413

Brian Macho

A personalized approach driven by your values and goals

State(s) Licensed:   AZ, CA Insurance Lic. #0K61893, CO, FL, KS, MI, MN, NC, ND, NE, OR, PA, SD, TX, VA, WA, WI

Where do you want to go? We'll get there, together.

I believe that life should not serve your money, but your money should serve your life. I draw upon my 30 years of financial experience and expertise to help my clients build a secure and favorable financial future. As your Wealth Advisor, we will take a comprehensive look at your financial landscape as well as your values to create a clear and confident plan to reach your goals. Working collaboratively, we can explore how to:

 

  • Strengthen your financial position
  • Create a multigenerational wealth plan
  • Prepare for unexpected illness, injury or loss
  • Invest with purpose and manage your assets
  • Explore tax-efficient ways to manage your money
  • Save and prepare for income in retirement
  • Plan to pass on a meaningful legacy


My approach is purposeful and continuous. We begin with a plan of where you are today and evolve as you achieve your goals or adapt to unforeseen life events. Your money should serve as a resource to afford you a life rich in meaning and gratitude. Together we can develop a strategy so your money can serve your life. Call or visit my office to schedule a time for us to connect in person or virtually.

To learn more about the privacy of your information, visit our privacy policy.

Minneapolis Office

Phone:
651-287-9408
Fax:
651-635-0475
Mobile:
651-216-4422

Hours

M – F: 9 a.m. – 5 p.m.