St. Croix Advisors is focused on helping our clients reach their financial and investment goals by simplifying and organizing their financial lives. We are an independent investment firm, helping our clients manage their investments. Deep down our clients have no interest, desire or even want to take the time to watch, research and monitor their investments, so they hire us. They’d rather spend their free time on much more enjoyable activities than financial planning. We have no proprietary investments or mutual funds, which our clients value.
Philosophy
Personal Financial Planning
At St.Croix Advisors, our independence grants us total flexibility in designing plans that uniquely fit your distinct needs.
When it comes to your wealth, you want professional wealth managers to manage your money.
For many, to help reduce your stress and even the financial uncertainties you have, you need to create a new financial plan for the realities of today and tomorrow.
Your legacy planning can be basic yet fulfilling your goals to more comprehensive that lives on for generations.
You’ve reached a point in your life where you know you need a financial plan to help prepare yourself for the future.
You’ve decided it’s time to charge your financial habits and you know you need a financial coach. St. Croix Advisors provides a coach to train, build your knowledge, and give you the confidence to become a master of your money.
Media sources across the country have quoted St. Croix Advisors in noteworthy articles. Click to read:
I’m ready! What’s the next step?
St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Woodbury, MN. St. Croix Advisors and its investment adviser representatives are in compliance with the current registration and notice filing requirements imposed by the states of Minnesota, Wisconsin & Florida in which St. Croix Advisors conducts its business. For full disclosures, please visit our Disclosure Page