Our firm is independent, meaning we are not captive to any one institution or their financial products. Instead, we provide access to a wide range of investments and planning tools, which allows us to put your best interest first. Our experienced team provides our clients with well-researched, individually tailored investment portfolios and services to help you pursue your financial goals.
Unlike many national brokerage firms, we recognize that there is an inherent conflict of interest between providing professional investment advice and selling financial products on a commission basis. Acting in the best interest of our clients is always our top priority, so that's why a large majority of our work is done on a fee-only basis, unlike many brokers who work on commission. This means we have no incentive to sell you financial products or proprietary investments. Instead, we're focused on providing you the sound advice for your situation or goals, and only recommend products or services that suit your needs and goals.
Jon Rienstra is a Financial Advisor with over 25 years of financial industry experience. He and his family are lifelong members of the Excelsior/Lake Minnetonka area. They are proud of their local roots and are honored to support the community through membership in the Excelsior Chamber of Commerce and volunteering for the Klondike Dog Race, Minnetonka youth softball, and Minnetonka youth hockey.