Syverson Strege Sandager

Who We Are

At Syverson Strege, we exist to enrich and empower your life. As a fee-only financial planning and investment management firm, we are committed to understanding your unique situation and uncovering the lasting impact you want to have on the world. Our team of experienced financial planners and investment professionals are dedicated to providing personalized guidance and expertise to help you achieve financial freedom.

Financial Planning

Our fee-only financial planning process is designed to dig a little deeper, provide custom financial options, and give you confidence in the face of financial uncertainty. We take the time to listen, ask questions, and learn what is most important to you. Our custom financial plans are designed to help you achieve clarity, peace of mind, and a harmony between your financial goals and your ultimate life purpose.

Investment Management

We are dedicated to reviewing, understanding, and developing an investment strategy that fits your needs. Our investment management team uses a comprehensive and coordinated approach to help you achieve your financial goals. We believe in a clear and transparent investment process, and we work closely with our clients to ensure that their financial goals are aligned with their investment strategy.

Our Philosophy

At Syverson Strege, we believe that every individual has a unique financial situation and a unique set of goals. We take the time to understand each client's circumstances and create a personalized plan tailored to their specific needs. We are committed to being a trusted advisor and a trusted partner in helping our clients achieve their financial goals.

Our Expertise

Our team of financial planners and investment professionals have extensive experience in providing customized financial plans and investment strategies to a wide range of clients. We have expertise in working with ag producers, including dairy farmers, family farmers, cattle and poultry farmers, ranchers, and commercial farmers, and we have a deep understanding of the unique challenges and opportunities that these industries present.

Our Values

At Syverson Strege, we are guided by a set of core values that inform everything we do. We believe in being values-based, transparent, and client-focused. We are committed to integrity, excellence, and community, and we strive to make a positive impact in the world around us.

Meet Our Team