Our mission is to become our client’s first call for guidance on any matter of consequence.

We are a forward-thinking, multi-disciplinary team of driven professionals who provide individualized guidance and an elevated standard of client care for individuals, families, and businesses both locally and around the country.

Our mission is to become our client’s first call for guidance on any matter of consequence. We achieve this by leveraging our expertise, experience, and tireless work ethic as we help them define and pursue what matters most while pursuing their passions

Professional wealth management services centered on you.

Why Choose Us?

Through our Comprehensive Approach, we instill confidence in our clients by providing clarity about today and the future.

Our clients gain clarity from the Individualized Guidance we provide, knowing they have a wealth management team that will put their needs first and simplify the complex.

We are ready to provide direction while always striving to exceed our clients’ expectations because of our commitment to building Lasting Relationships.

Individualized Guidance – A Broad Spectrum of Services

Bringing it all together

Financial statement reporting
Online account access, bill pay and funds transfer
Lifestyle & concierge services

Investing towards your goals

Core equity & fixed income portfolios
Private placements
Alternative investments
Concentrated stock

Passing on wealth efficiently

Personal trust services
Life insurance trusts
Estate settlement and administration
Family wealth education

Mitigating the impact of taxes

Insurance planning & services
Tax loss harvesting strategies
Philanthropic giving
Income deferral strategies

Supporting corporate executives

Securities based lending
Restricted position lending
10b5-1 program
Business financing

Leaving a philanthropic legacy

Donor advised funds
Charitable planning
Charitable trusts: CLT & CRT
Private Foundations

Navigating Risk

Portfolio risk management strategies
Property & casualty insurance reviews
Life insurance trusts
Wealth replacement trusts

Click Here to Personalize Your Financial Journey

Who are your clients? How do you work with them?

Each of our clients have unique stories, requiring recommendations that allow them to work toward accomplishing their financial goals.

We believe the foundation of every client relationship is their financial plan. It starts with a conversation, rather than a questionnaire.

Business Owners

Highly Skilled Professionals

Retired/Near Retirement

Whether you are a young business owner who is looking for an advisory team to assist with financial growing pains or a veteran who is looking to exit their business, our team can provide valuable insight related spanning investments, insurance, income tax mitigation, and estate planning strategies.

Oftentimes success can be a lonely road. Many highly skilled professionals have an acute awareness of this as they look for advice. Rather than seeking general advice from the murmurs of a crowd, you need a team whose voice sticks out, with the breadth and depth of experience to develop creative strategies to fit the nuances of your financial life.

You have been working your whole life looking forward to retirement, but when you ask for financial advice from 10 people, you get 10 different answers. Having a written financial plan and an advisory team to help execute on the plan is of paramount importance. Let us help you worry about retirement, not finances.

Our holistic planning system consists of 9 major areas of focus and over 120 detailed points of review. A financial plan will have different points of focus, but we are equipped to identify the crucial points of influence for each financial plan.

Meet the Team

Wealth Advisor

Alexander C. Anderson, CFP®

Alex’s passion in life is building economic systems for clients that enrich their lives. He judges his success by the success of others. Whether it is helping clients develop a succession plan for a family business, helping an entrepreneur start their first retirement plan or helping a family escape the grip of credit card debt, Alex can develop strategies to alleviate these concerns and myriad others. It starts with an intellectually honest conversation about your finances and what you would like to accomplish for yourself and your family.

Client Relationship Manager

Ryan T. Damhof, JD

Ryan empowers clients by giving them back control. Under traditional financial models, the client is left directing traffic among their financial advisors, attorneys, and tax professionals. Ryan coordinates these interactions amongst each client’s professional team ensuring that the intended recommendations are put into action for each client. Outside of Arden Advisors, Ryan is the managing attorney of a boutique estate planning law firm in Bloomington, Minnesota. Arden Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Contact Us

Address

3500 American Blvd West

Suite 190

Bloomington, MN 55431

Contact

612-354-4000

Hours

Mon - Fri

9:00 am – 5:00 pm

info@ardenadvisor.com