Philosophy

Financial Simplicity For Life’s Possibilities isn’t just a slogan; it’s something we strive to help each and every one of our clients achieve.

Here is the way we do business:

What makes St. Croix Advisors unique in the marketplace?

  • With our investment and wealth clients, our clients work with two Certified Financial Planners CPF®, Brett Anderson and Brad Lewis.
  • We’re not flashy. If we’re in a suit and tie, someone must have died. We don’t drive fancy cars or live in million-dollar homes.
  • No big egos allowed here. Everyone associated with St. Croix Advisors is down to earth. We care and we want to see others succeed and reach their goals.
  • We are independent and don’t rely on one company or one product or investment to fulfill your objectives. We don’t have any proprietary products.
  • We work with our clients and keep their goals top of mind, not our own. We work for you.
  • We can’t take everyone on as a client. We have to be a good fit for each other. We look for long-term clients, not customers. We invest a ton of time, energy and resources in our relationship.
  • We keep it real and transparent.
  • We bring faith into the planning process when clients desire us to.

How does St. Croix Advisors, LLC help their clients?

When you work with St. Croix Advisors, you benefit by working with a Certified Financial Planner® who are INDEPENDENT and EXPERIENCED not only in the financial services area, but life. Being independent allows us not to be worried about a sales quota or selling you a product you don’t need because that’s what the higher ups are pushing.

Here are a few key services we provide:

  • Ongoing Investment services and management.
  • Financial Planning.
  • Accountability.
  • Sounding Board for those times when you really know better.

Who is a typical client of St. Croix Advisors? And where do our client’s live?

In a nutshell, folks just like you. Here at St. Croix Advisors we’re not big on “keeping up with the Joneses.” Chances are you’ve built your wealth over time, the old fashioned way. You’ve worked hard, been responsible, and want to see your money working for you. Our clients may live comfortably, but they’re some of the most down to earth people you’ll meet. It’s about priorities and planning, not outward appearances.

Our clients fall in a few categories:

  • Business owners
  • Retirees
  • Those in their working years saving for retirement

We have clients primarily in three areas: Minnesota, Wisconsin, and Florida. We work with clients in person, online, and over the phone. A growing segment of our clients are snowbirds.

Technology today makes it convenient to stay in contact and updated on where you stand financially. If you live in a warm climate during the winter months, I’m happy to see you and I won’t outstay my welcome.

As a client of St. Croix Advisors, do you have my best interests in mind?

In a word, yes. Expect St. Croix Advisors to understand your goals, objectives, and dreams to design a financial plan to help you achieve your desired results. Your best interests are what motivates us to do our best work. Over the years, your goals may change, we recommend that you update us and your financial plan at least annually to help ensure you’re on track.

How do we get paid?

We are a full fee disclosure firm. We don’t hide it. We outline our fees and rates in our disclosure documents so you know upfront and you’ll never be surprised as to the scope of our work. Fees will be agreed upon upfront. It’s most common that our clients are charged an asset managed fee and paid on a quarterly basis upon the rate pre-disclosed to you in your Advisory Agreement. Clients who engage our services for financial planning will be charged separately for those services. For our consulting services or other services, this is typically an hourly rate that would be assessed for services that fall outside of investment management or financial planning as outlined in our ADV disclosure documents.

I’m ready to get started! What’s the next step?

Call St. Croix Advisors at (651) 337-1919 or email info@stcroixadvisors.com to schedule an initial meeting to get started.

Financial Simplicity For Life’s Possibilities isn’t just a slogan; it’s something we strive to help each and every one of our clients achieve.

Here is the way we do business:

What makes St. Croix Advisors unique in the marketplace?

  • With our investment and wealth clients, our clients work with two Certified Financial Planners CPF®, Brett Anderson and Brad Lewis.
  • We’re not flashy. If we’re in a suit and tie, someone must have died. We don’t drive fancy cars or live in million-dollar homes.
  • No big egos allowed here. Everyone associated with St. Croix Advisors is down to earth. We care and we want to see others succeed and reach their goals.
  • We are independent and don’t rely on one company or one product or investment to fulfill your objectives. We don’t have any proprietary products.
  • We work with our clients and keep their goals top of mind, not our own. We work for you.
  • We can’t take everyone on as a client. We have to be a good fit for each other. We look for long-term clients, not customers. We invest a ton of time, energy and resources in our relationship.
  • We keep it real and transparent.
  • We bring faith into the planning process when clients desire us to.

How does St. Croix Advisors, LLC help their clients?

When you work with St. Croix Advisors, you benefit by working with a Certified Financial Planner® who are INDEPENDENT and EXPERIENCED not only in the financial services area, but life. Being independent allows us not to be worried about a sales quota or selling you a product you don’t need because that’s what the higher ups are pushing.

Here are a few key services we provide:

  • Ongoing Investment services and management.
  • Financial Planning.
  • Accountability.
  • Sounding Board for those times when you really know better.

Who is a typical client of St. Croix Advisors? And where do our client’s live?

In a nutshell, folks just like you. Here at St. Croix Advisors we’re not big on “keeping up with the Joneses.” Chances are you’ve built your wealth over time, the old fashioned way. You’ve worked hard, been responsible, and want to see your money working for you. Our clients may live comfortably, but they’re some of the most down to earth people you’ll meet. It’s about priorities and planning, not outward appearances.

Our clients fall in a few categories:

  • Business owners
  • Retirees
  • Those in their working years saving for retirement

We have clients primarily in three areas: Minnesota, Wisconsin, and Florida. We work with clients in person, online, and over the phone. A growing segment of our clients are snowbirds.

Technology today makes it convenient to stay in contact and updated on where you stand financially. If you live in a warm climate during the winter months, I’m happy to see you and I won’t outstay my welcome.

As a client of St. Croix Advisors, do you have my best interests in mind?

In a word, yes. Expect St. Croix Advisors to understand your goals, objectives, and dreams to design a financial plan to help you achieve your desired results. Your best interests are what motivates us to do our best work. Over the years, your goals may change, we recommend that you update us and your financial plan at least annually to help ensure you’re on track.

How do we get paid?

We are a full fee disclosure firm. We don’t hide it. We outline our fees and rates in our disclosure documents so you know upfront and you’ll never be surprised as to the scope of our work. Fees will be agreed upon upfront. It’s most common that our clients are charged an asset managed fee and paid on a quarterly basis upon the rate pre-disclosed to you in your Advisory Agreement. Clients who engage our services for financial planning will be charged separately for those services. For our consulting services or other services, this is typically an hourly rate that would be assessed for services that fall outside of investment management or financial planning as outlined in our ADV disclosure documents.

I’m ready to get started! What’s the next step?

Call St. Croix Advisors at (651) 337-1919 or email info@stcroixadvisors.com to schedule an initial meeting to get started.

I’m ready! What’s the next step?

St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Woodbury, MN Disclaimer