Nathan McGuire
BFA™
Based in Oakdale and serving Cottage Grove, Woodbury, and the east metro, I help families build tax-smart financial plans for retirement, investing, and life transitions with clarity, confidence, and a personal touch.
State(s) Licensed: FL, MN, SC, WI
1077 Helmo Ave N, Suite 120
Oakdale, MN 55128
Based in Oakdale and serving Cottage Grove, Woodbury, and the east metro, I help families build tax-smart financial plans for retirement, investing, and life transitions with clarity, confidence, and a personal touch.
State(s) Licensed: FL, MN, SC, WI
A Financial Strategy Built Around What Matters Most to You
Managing your finances can feel overwhelming, but you don’t have to navigate it alone. I work with individuals and families to create personalized financial strategies that bring clarity, confidence, and long-term security. Together, we’ll develop a plan that helps you:
- Protect what matters most – Secure your income, assets, and legacy.
- Save and prepare for retirement – Build a roadmap to financial independence.
- Fund education expenses – Invest wisely in your children’s future.
- Grow and manage your wealth – Make informed decisions to build financial security.
- Give with purpose – Support the causes and communities that mean the most to you.
Why Work With Me?
With a background in comprehensive financial planning, investment management, and risk protection, I provide clear communication, strategic insights, and a holistic approach to financial decision-making. My goal is simple: to help you navigate your financial journey with clarity and confidence.
Whether you're looking to optimize your investments, secure your retirement, or protect your income and assets, I’m here to provide experienced guidance, so you can focus on what truly matters in life.
Proudly serving Oakdale, Cottage Grove, Woodbury, and the surrounding east metro. Let’s start the conversation— Book a Strategy Session and discover how we can build your confident financial future together.
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Location
Oakdale Office
- Phone:
- 651-443-2413