Connect with Top-Rated Financial Planners in Excelsior!

Providing Financial Clarity for Your Future, August Financial Consulting is your full-service financial management and planning team. From retirement planning to managing your portfolio on your behalf, we provide clarity and support to help you reach your Life's goals.

Alerus Financial is a comprehensive financial services company that offers a range of solutions to individuals and businesses. Our services include financial planning, investing, wealth management, mortgage, home equity, personal loans, lines of credit, credit cards, and more. Our team of experts provides proactive advice and technology to help our clients set and achieve their financial goals. With My Alerus, you can track your financial progress, manage your accounts, and receive personalized financial wellness tips to improve your overall financial health.

Modus Advisors provides sophisticated wealth management to successful individuals in the Lake Minnetonka area and around the country. The company offers comprehensive planning, retirement planning, and investment management services, partnering with clients to help them work towards and achieve their most important financial and personal goals. With a team of experienced professionals, Modus Advisors delivers personalized services and guidance to help clients achieve financial freedom and security, freeing them up to lead the life they desire. By leveraging advanced technology and a human touch, Modus Advisors aims to simplify the complex financial planning process, helping clients make informed decisions and achieve their long-term objectives. From portfolio management to retirement planning and tax and estate planning, Modus Advisors' services are designed to holistically manage every aspect of a client's financial life, providing long-term peace of mind and financial success.