What do you want to be?

Financial success can’t be measured by a dollar amount on an account statement. Real success is the confidence to pursue your most ambitious personal and professional goals, knowing that your financial life is in order.

Be Financial is committed to creating a financial plan that lets you be you. We’ll help you translate your priorities into a comprehensive plan that can evolve with you. So tell us, what do you want to be?

Be Financial is a fee-only registered investment advisor in Minneapolis, Minnesota. 


As a fiduciary, we embrace our legal requirement to work in the best interests of clients in every situation.