"Brian took the time to know who I am as a person, my history, and context of my situation. They’re committed to thorough research and recommendations tailored to timing and what is best for me. By always looking for the best tools and having complete transparency with all options, they come to meetings prepared with nothing left to the last minute. I met Brian and his team during a sensitive personal time and getting an inheritance that came with complications and stress on top of grief. I have more confidence in my finances now than I ever have, and the care Jupiter Wealth Planning takes to build this picture lets me know they’re always in my corner to advocate for me through difficult times. Thanks to their dedication to building our relationship, I absolutely pass on the word that this is a team people can trust to take care of them."

Alice P. - Client since 2020 | Relationship Manager - Raleigh, NC

This statement is a testimonial by a client of the financial professional as of 04/08/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I was referred to Brian and his team by my son. I was looking for a trustworthy financial advisor with a well-established company. I found that in Brian and Jupiter Wealth Planning. They go above and beyond to ensure their clients are well taken care of. They are personable, caring and good listeners. They return messages promptly, and I’ve been able to achieve my goals of traveling, giving generously to my church and other causes. My retirement is going wonderfully: I have complete peace of mind and can focus on the relationships and activities that bring me joy. I highly recommend Brian and his team to advise you in reaching your financial goals."

Barbara W. - Client since 2013 | Retired Financial Services Professional - Blaine, MN

This statement is a testimonial by a client of the financial professional as of 04/08/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Everyone at Jupiter Wealth Planning are very approachable. From the first meeting, it was clear that Brian was extremely knowledgeable in what we needed right off the bat. The team diligently keeps track of everything and addresses the priorities of what to talk about in each meeting. I had no desire to work until I was 80. The strategies we implemented across the board have provided clear understanding about my retirement options, from where I stood 10 years ago to what it looked like if I chose to wait. The team are great to talk with and when it comes down to it, their planning has provided us financial security and comfort for the future."

Paul O. – Client since 2014 | M.D. – Chaska, MN

This statement is a testimonial by a client of the financial professional as of 06/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"What impresses me with Jupiter Wealth Planning is the education provided. In preparing to send my daughter off to college this year, the comprehensive explanations have given me full understanding and peace of mind with this goal, and my financial planning journey as a whole. Their commitment to transparency has fostered full trust in me, while the approachability and availability make me feel supported every step of the way. Having a team to keep me on track and catch things, for instance a missed insurance payment recently, provides the attention and service necessary to make me feel taken care of."

Cindy M. – Client since 2018 | Research Advisor – Minnetonka, MN

"I feel very involved with every meeting and update throughout the year with my own frequent changes, along with knowing that the team is there for any one-off questions. Their approach to each conversation is thought out. They take the time to understand and truly care about re-aligning goals and the underlying reasons behind them. When we first started meeting, it was suggested we build up an emergency fund. I was surprised by how secure and assured I felt knowing that strategy is in place if something were to happen. People are understandably concerned about trust, and I can attest that Brian and Jupiter Wealth Planning excel at establishing and maintaining a deep level of trust."

"Jupiter Wealth Planning's attention to detail on personal topics as well as finances adds a relaxed and comfortable touch to meetings and interactions. They genuinely care about the entirety of your life, not just your money. I had no experience in the financial world prior, and getting exposure and education on long-term planning and a retirement vision has given me much more confidence in my trajectory. I know I'm headed in the right direction, and have been able to save for a house and put different strategies in place. They easily walk you through action steps and are there through every process."

"Jupiter Wealth Planning has great ability to educate clients no matter their level of experience, offering input from different angles to provide clarity and reassurance on ideas. Initial strategies we put in place have proven pivotal in growing our assets to prepare us not only for the future, but for unforeseen challenges experienced along the way. Recently, Hunter was able to orchestrate multiple moving parts, ensuring everything was guided to the finish line regardless of the steps to get there. What additionally distinguishes Jupiter Wealth Planning is their independence, eliminating the pressure often associated with corporate insurance companies to purchase products. What this team truly prioritize are the best interests of individuals and families."

"Working with a team like Jupiter Wealth Planning who are dedicated to fast responses and one-on-one conversations makes the experience personalized and sets them apart from the corporate environment where hold times are the norm. They strive to establish long-term trust by truly caring about you as an individual. When our daughter was born, Brian encouraged us to start planning for her education. The monthly savings from the beginning to her graduating this year has allowed us to go into her college journey financially stress-free. They provide insight into all options for accounts, plans, and give choices that are not pushed on you or sales-focused."

"Having had a mediocre experience with a different financial advisor, Brian knew I needed my trust to be earned. Budgeting in particular is something I had never focused on, but it became the foundation of planning and saving to get where we are now. The team sees the whole picture, so we accomplished mapping out short and long-term goals and all choices were always up to me. As a former teacher, I appreciate how they tailor the education of what each client needs and their learning styles. I have benefited from Jupiter Wealth Planning experience, respect for the client autonomy, and foundation of trust. I now have the portfolio that supports my needs at present and for my future in retirement."

"Something I really appreciate about Jupiter Wealth Planning's method is their personalized approach. They cater to my individual preferences, needs, and meet me where I’m at. I have confidence that I'm moving in the right direction to meet goals, and because of the consistency in this over the years, the team has gained my full trust when it comes to planning for my family's future. Additionally, they are extremely accessible and give encouragement when the right moves are being made."

"When our son was in college, we relied on Jupiter Wealth Planning to be responsive in managing our finances, especially for guidance on tuition payments and unexpected emergency expenses. With inheritances, we needed a balance between short-term cash goals and long-term value in investments. They fully understood this and although each member of the team has a different personality, they collaborate seamlessly, ensuring unbiased recommendations aligned with our situation. Individual needs are prioritized, recognizing that what's right for one client may not be for another. Jupiter Wealth Planning truly has the best interest of clients in mind."