Find Your Freedom

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Ovation Wealth Advisors financial advisors, serving Minneapolis, Minnesota and beyond, help you define that why and create a financial plan that lets you live out your unique vision of freedom.

Ovation Wealth Advisors received the prestigious B Corp certification, joining a network of over 4,000 B Corps in 70 countries and 150 industries worldwide. The meticulous application process examined 170+ factors, reviewing Ovation’s clients and vendors, its record of inclusion, community involvement, corporate governance, and environmental impact, among others. Key elements such as charitable giving, energy savings plan, recycling policies, employee volunteer service and employee upward mobility were also analyzed. As a B-Corp, we consistently do our part to support a sustainable, inclusive culture and be a positive force within our community.

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We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.


We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?


What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

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