Our Firm

Investors Financial Group has offices in Plymouth, MN and Minneapolis, MN. We are a full service financial firm, providing investment advice and wealth management services to private individuals, families and institutional investors.

Investors Financial Group provides the professional advice and personalized attention that you should expect from an independent firm. Yet, our clients are also able to receive the benefits of working with a major firm as a result of our advisor’s affiliation with LPL Financial, the nation’s largest independent broker-dealer*.

Our mission is to help create, manage, and preserve the wealth of our clients. We strive to provide quality service, to work with you as your professional advisor, and to use our knowledge and experience to create value. We cultivate relationships based on honesty and accountability.

Work Ethic. We hold ourselves accountable for our actions. We are strategy oriented and take pride and ownership on our work.

Respect. We treat everyone in an equal, positive, and courteous manner.

Service. We convey an attitude of appreciation to our clients. They are our ultimate source of income and our jobs. We treat all clients with respect and courtesy.

Professionalism. We demonstrate our professionalism through clear communication, appearance, workspace, and quality of work. 

Teamwork. We operate in support and unity of each other to reach common goals.

Knowledgeable. We pursue personal growth through continuous education and strive for industry excellence.


*Based on revenues, as reported in Financial Planning magazine, June 1996-2021.