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Business Wealth Management Service

We provide strategic financial planning and investment guidance built for business owners because your personal wealth and your company's future are connected.

Magnifi Financial Wealth Management gives business owners access to the same caliber of planning and investment expertise as national firms, delivered by a local team who understands Minnesota, North Dakota, and Wisconsin businesses. Whether you're growing a company, preparing to sell, or planning your own retirement alongside your business's future, our advisors help translate big financial goals into clear, manageable steps.

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Why Business Owners Choose Magnifi

  • Local advisors with national-caliber expertise with no cookie-cutter plans
  • A dedicated, experienced team (advisors average 15+ years with Magnifi)
  • An integrated relationship where your wealth advisor can coordinate with Magnifi's commercial lending, SBA, and treasury/cash management teams so personal and business finances work together
  • No-cost, no-obligation consultations
  • Backed by an award-winning credit union. Magnifi Financial was named Forbes Best-In-State Credit Union, top 1% nationally per Rising Above Enterprises, and a top-20 commercial lending credit union in the nation
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Let's build a roadmap for your business's financial future.

Explore additional resources today.

Retirement Planning

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Business Loans/SBA Loans

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Business Accounts

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Attend a Seminar

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Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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.

Membership means more here.

At Magnifi, you're not just a member-owner of an award-winning credit union; you're part of Magnifi and receive all the benefits and perks you need to succeed financially.