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A Superior Approach
We serve as your fiduciary advisor providing financial planning and investment management services to help you efficiently accomplish your financial goals. No sales of financial products or commissions.
We think you’ll appreciate this refreshing, Superior approach.
We think you’ll appreciate this refreshing, Superior approach.
The Superior Advantage
FEE-ONLY AND FIDUCIARY
You deserve independent, objective advice so we are Fee-Only and have taken a Fiduciary Oath.
TRANSPARENT FEE
Fee schedules are clear and below industry averages.
COSTS MATTER
When advising on investments and insurance, we focus on low-cost solutions that directly benefit you.
CONVENIENTLY LOCATED
Located in Rochester, MN, we serve clients remotely and in-person in SE Minnesota and across the country.
You deserve independent, objective advice so we are Fee-Only and have taken a Fiduciary Oath.
TRANSPARENT FEE
Fee schedules are clear and below industry averages.
COSTS MATTER
When advising on investments and insurance, we focus on low-cost solutions that directly benefit you.
CONVENIENTLY LOCATED
Located in Rochester, MN, we serve clients remotely and in-person in SE Minnesota and across the country.
Financial Review
Financial Review is a limited engagement, financial assessment designed to help you answer your most immediate financial questions.
Learn more.
Neos Planning
Neos Planning is a planning service designed for professionals with higher income but limited assets.
Learn more.
Wealth Management
Wealth Management is a comprehensive planning service designed to allow you to live the life you desire with confidence.
Learn more.
Pat Feller, CFA®, MBA
Practice Associate
Practice Associate

Newport Beach, CA
507-251-3573 | Email
What should you look for in a Financial Advisor?
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.