Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Mortenson Financial Services Mission Statement
Mortenson Financial Services’ mission is to empower individuals and businesses with comprehensive financial planning solutions that help pave the way to secure and prosperous futures. We’re dedicated to the highest quality client service delivered with professionalism and warmth, and we’re passionate about partnering for the long-term with clients to tailor financial solutions that make a valuable difference in their lives. Whatever your priorities are, we're your partner with the expertise, advice, guidance, and support to empower you throughout and beyond your lifetime to plan for the future you want, decide how you’ll care for your loved ones, and determine the way you choose to give back and the legacy you’ll leave.