Quarry Hill Advisors of Minneapolis

Quarry Hill Advisors of Minneapolis is a financial planner in Minneapolis, MN. The firm operates as a fiduciary, fee-only wealth management practice providing investment management and financial planning services to corporate executives, business owners, and retirees. They serve clients throughout the Minneapolis-St. Paul area and beyond via virtual meetings. The firm maintains a 4.90 rating from 44 reviews.

The firm utilizes a systematic approach known as the Bedrock Process, which organizes financial management into seasonal phases to ensure proactive oversight. This method includes reviewing retirement projections, updating investment strategies, and analyzing tax returns, insurance policies, and estate documents. Their specialized services include tax planning, withdrawal strategies, retirement planning, charitable planning, and evidence-based investing. They also provide strategic guidance for managing stock compensation, such as equity awards, options, and grants. The professional team includes CFP® professionals and specialists capable of managing complex financial lives.

Quarry Hill Advisors is a nationally recognized team, with leadership recognized as an Investopedia Top 100 Financial Advisor. The firm is known for its commitment to transparency, particularly regarding how they are compensated, and adheres to high industry standards of excellence and professionalism.

The firm provides expert, objective financial planning for professionals and retirees in Minneapolis.

Services:

• Charitable Planning
• Evidence-based Investing
• Retirement Planning
• Stock Compensation Guidance
• Tax Planning