Nathan McGuire
BFA™
Lake Elmo–based financial advisor helping individuals and families across the East Metro and western Wisconsin, including Woodbury, St. Paul, Oakdale, and Hudson, WI, build personalized, tax-smart plans for retirement, investing, and life transitions.
State(s) Licensed: FL, MN, NE, SC, WI
8519 Eagle Point Blvd, Suite 102
Lake Elmo, MN 55042
Lake Elmo–based financial advisor helping individuals and families across the East Metro and western Wisconsin, including Woodbury, St. Paul, Oakdale, and Hudson, WI, build personalized, tax-smart plans for retirement, investing, and life transitions.
State(s) Licensed: FL, MN, NE, SC, WI
Financial Planning & Investment Guidance in Lake Elmo, Minnesota
A Financial Strategy Built Around What Matters Most to You
Managing your finances doesn’t have to feel overwhelming. As a Lake Elmo–based financial advisor, I work with individuals and families across the East Metro Minnesota area to create personalized financial strategies that bring clarity, confidence, and long-term security.
Together, we’ll build a plan designed around your life, your values, and your goals, not a one-size-fits-all solution.
Your Financial Plan May Include:
Protect what matters most
Secure your income, assets, and family with thoughtful risk management and insurance planning.
Plan confidently for retirement
Create a clear, flexible roadmap toward financial independence and retirement income.
Save for education
Build smart, tax-efficient strategies to help fund college and education expenses.
Grow and manage your wealth
Invest with intention using strategies aligned to your risk tolerance and long-term goals.
Give with purpose
Support the people, causes, and communities you care about through intentional charitable planning..
Why Work With a Local Financial Advisor?
With a background in comprehensive financial planning, investment management, and risk protection, I help individuals and families make confident, well-informed financial decisions without unnecessary complexity.
I believe good financial advice should be:
- Clear – so you understand your options
- Personal – designed around your goals and values
- Adaptive – built to evolve as your life changes
Whether you’re looking to optimize your investments, plan for retirement, or protect your income and family, I’ll guide you with a thoughtful, practical approach focused on long-term confidence not short-term noise.
As a Lake Elmo–based financial advisor, I proudly serve clients in Lake Elmo, Woodbury, St. Paul, Oakdale, Hudson Wisconsin as well as surrounding East Metro and western Wisconsin communities.
Let’s start the conversation.
👉 Schedule a Strategy Session and take the first step toward a more confident financial future.
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Location
Lake Elmo Office
- Phone:
- 651-443-2413