Ovation Wealth Advisors

Ovation Wealth Advisors is a financial advisory firm based in Minneapolis, Minnesota, that provides a wide range of services to individuals and families. Their focus is on helping clients achieve their financial goals and live their lives by design, not by default. They offer a personalized approach to financial planning, investment management, retirement planning, estate planning, tax planning, and private client services. Ovation Wealth Advisors is committed to acting in their clients' best interests, ensuring their plans are tailored to their specific needs and risk tolerance.

Ovation Wealth Advisors distinguishes itself through its dedication to transparency, accountability, and coaching. They prioritize client education and provide comprehensive insights into their investment strategies and financial planning process. The firm also emphasizes proactive guidance, assisting clients in navigating life's transitions and ensuring their financial plans remain relevant and dynamic. Ovation Wealth Advisors is a B Corp, demonstrating its commitment to social and environmental impact alongside financial success.

Ovation Wealth Advisors offers a comprehensive benefits package for its employees, including access to various resources and opportunities for professional growth. Employees are supported with an employee savings plan, opportunities for volunteer service, and an upward mobility program. They also have the chance to learn from experienced professionals in the field through their team of specialists and ongoing professional development opportunities. These benefits contribute to a sustainable and inclusive work culture, fostering a positive environment for employees to thrive.

Ovation Wealth Advisors is a financial advisory firm dedicated to helping individuals and families achieve their unique vision of financial freedom. They go beyond traditional wealth management by providing personalized coaching, accountability, and advocacy to guide clients through life's most important financial decisions. Their mission is to empower clients to pursue their goals, whether they are just getting started, planning for retirement, or living their golden years.

Ovation Wealth Advisors promotes a culture of client-centricity, where advisors are committed to helping clients achieve their definition of true wealth. They prioritize open communication, personalized financial planning, and a proactive approach to wealth management, offering coaching and advocacy to support clients through life's transitions. Their focus is on understanding clients' goals and needs, providing customized plans and ensuring they are on track to achieve their financial freedom.

Ovation Wealth Advisors is a Certified B Corporation, demonstrating their commitment to social and environmental impact through their business practices. The company emphasizes inclusion and community involvement, analyzing factors such as charitable giving, employee volunteer service, and employee upward mobility as part of their B Corp certification process.