Financial Life Planning and Investment Management To Help
You Make Wise Decisions And Get The Most Out Of Life
A lot of financial advisors talk about returns on investments, but we focus on your return on life. We combine value-centric financial planning with quality, dynamic investment management and help you make better, more informed decisions with your wealth. Your goals become our goals, and we give you the tools, guidance, and confidence to turn your resources into a fulfilling, purposeful life. Whether you want to retire early, take the trip of a lifetime, or give back in ways you never dreamed possible, we come alongside you and help you build a strong future so you have freedom to enjoy everything today has to offer.
We walk this journey with you, and we make ourselves readily available to answer questions, provide support, and offer guidance whenever you need us.
Every piece of advice we give is in your best interest, and our recommendations are reviewed by multiple CFP®s and other qualified professionals before you ever lay eyes on them.
We help you get things done—coordinating the pieces of your plan, holding you accountable, and working directly with your other professionals to implement important strategies.
It's our job to keep an eye on the future; that’s why we’ve intentionally built a continually evolving, constantly learning, multigenerational team. Every client has a primary advisor and the support of more than a dozen professionals who collaborate to provide powerful, effective advice. The financial advisors on our team have more than 225 years of collective experience, and we’ve steered clients through some of our economy’s most challenging times, including the financial crisis of 2008, the Great Recession, and the market correction of 2020. We’ve seen a lot, and we’ve learned through it all—now we’re here to share that knowledge with you.
Our practice originated in the beautiful community of Litchfield, located in the heartland of Minnesota, where bluestem prairie grass stands tall in every direction. We’ve grown quite a bit since then and now have multiple office locations and our clients live all across the country. But our name, BlueStem Wealth Partners, still represents our commitment to stay true to “our roots” and to the values we live by that our clients have appreciated for so long.
