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A Holistic Approach

A Holistic Approach

Our goal is to create customized strategies that weave together
your financial goals and values.

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Understanding Today's Financial Environment

Understanding Today's Financial Environment

Welcome, we are Servion Financial Advisors, a financial organization in New Brighton, MN. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.


Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Our Clients

Helping investors from every background

Serving Individuals

Serving Individuals

We can help take the mystery out of preparing for your financial future.

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Business Planning

Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

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Investing Strategy

Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

About Us

Your most important financial milestone

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Retirement

Portfolio construction and risk management

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Investment

Wealth-building strategies for professionals

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Videos

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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