A Superior Approach
We think you’ll appreciate this refreshing, Superior approach.
The Superior Advantage
You deserve independent, objective advice so we are Fee-Only and have taken a Fiduciary Oath.
Fee schedules are clear and below industry averages.
When advising on investments and insurance, we focus on low-cost solutions that directly benefit you.
Located in Rochester, MN, we serve clients remotely and in-person in SE Minnesota and across the country.
Financial Review is a limited engagement, financial assessment designed to help you answer your most immediate financial questions.
Neos Planning is a planning service designed for professionals with higher income but limited assets.
Wealth Management is a comprehensive planning service designed to allow you to live the life you desire with confidence.
Located in Rochester, Minnesota
Peter Melsness CFP® serves as your fiduciary advisor and through a comprehensive planning process, helps you feel confident and in control of your finances.