About Great River Financial
<p>Tax-efficient retirement planning is the focus at Great River Financial, a fee-only advisory firm founded in 2021 and headquartered in Plymouth in the western Twin Cities metro.</p> <p>The firm works with individuals who are in or near retirement and want help through major life transitions. As independent fiduciary advisors, Great River Financial does not receive commissions, so its recommendations are built around the client’s plan rather than product sales. The firm reported $0.3B in assets under management in 2026.</p> <p>Clients come to Great River Financial for retirement income planning, investment management, and tax-aware portfolio and withdrawal decisions. The team keeps communication plainspoken and coordinates with tax preparers so investment and tax moves line up.</p> <p>One differentiator is its emphasis on building “reliable retirement paychecks” while keeping costs and taxes in view at the same time, rather than treating income planning and investment management as separate projects.</p> <ul> <li>Fee-only, fiduciary retirement planning and investment management</li> <li>Tax-efficient investment and withdrawal strategy</li> <li>Retirement income planning (“retirement paycheck” design)</li> <li>Coordination with tax preparers</li> <li>3(21) fiduciary support for employer plans</li> </ul>
Website: https://greatriverfinancial.com/
Founded: 2021
Office Locations
- Plymouth, MN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $344.0M