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. Going beyond traditional financial planning, those who work with St. Croix Advisors seek meaning, significance, simplicity and relevance for their lives.
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. Going beyond traditional financial planning, those who work with St. Croix Advisors seek meaning, significance, simplicity and relevance for their lives.
Services
St. Croix Advisors, LLC is an investment advisory firm. We seek to help our clients achieve financial simplicity. Before implementing financial ideas, you read, work with a Certified Financial Planner (CFP) or CPA for advice or recommendations that fit your own financial situation. The content is developed from sources believed to be providing accurate information.
Looking for a career? St. Croix Advisors' associates work in a business casual dynamic atmosphere that requires creativity and initiative. If you just desire a job, St. Croix Advisors isn't the right fit. We offer you challenges and don't always work 9 to 5. At times when you least expect it, this will be the most rewarding thing you'll ever do for someone else.
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. Our recommendations come from years of experience working people just like you, tons of education and the hard knocks of life. We help clients create a purpose statement for their life, articulate their values and goals they'd like to accomplish and build your life and financial plan around it.
The goal of any bio should be to get to know the other person, not just professionally but personally as well. However, I find most bios in the financial industry to be slightly dry. I am a proud graduate of Augsburg College in Minneapolis, Minnesota. Where I earned my BA in Business Administration.
St. Croix Economic Development Corporation - The mission of this corporation is to encourage and assist economic development and capital investment, to enhance tax base, to create jobs, and to assist businesses in expansion, retention and/or location within the economic development area.
St. Croix Valley Foundation - Enhances the quality of life in the St. Croix Valley by encouraging charitable giving, connecting people and programs and facilitating progressive approaches to partnership through programs.Financial Planning Association - Champions the value of the financial planning process and advances the financial planning profession with the CFP mark as its cornerstone.
St. Croix Valley Foundation - Enhances the quality of life in the St. Croix Valley by encouraging charitable giving, connecting people and programs and facilitating progressive approaches to partnership through programs.Financial Planning Association - Champions the value of the financial planning process and advances the financial planning profession with the CFP mark as its cornerstone.
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