Michelet Financial brings Fortune-500 financial discipline to Minneapolis families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Minnesota's high state income taxes make tax-efficient investing essential for Twin Cities high earners and business owners.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Minneapolis investors and Hennepin County.
Comprehensive planning for Minneapolis households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Minneapolis professionals and owners preparing for the next chapter.
Minneapolis families and owners get year-round tax strategy woven into their investment plan, with flat-fee transparency.
Yes - we work with clients throughout Minneapolis and the surrounding the Twin Cities, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Minneapolis-St. Paul hosts an unusually dense Fortune 500 base (Target, UnitedHealth, US Bancorp, 3M, General Mills) plus strong healthcare and finance sectors. Corporate professionals with equity comp and deferred comp benefit from coordinated tax-and-investment strategy.
Minnesota's higher graduated income tax makes tax-efficient investing and Roth planning especially valuable. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Minneapolis, MN clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.