MTI Financial Advisors

MTI Financial Advisors Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. MTI Financial Advisors is an independent financial services firm helping individuals, families, and small businesses work toward their financial goals. We offer a range of services including investment management, financial planning, comprehensive financial advice, and risk management strategies. As

fiduciaries, our top priority is to serve our clients' best interests and minimize conflicts of interest. We typically work on a fee-for-service basis, which allows us to focus on our clients' goals rather than our own financial benefit. In some situations and for certain products, a commission-based relationship is in the client's best interest and for this reason, we also provide these services when it suits our clients best. We have maintained an independent model from day one by choosing investments from a wide variety of providers to best serve our clients' interests. Our advisors bring experience, stability, and independence to their practice giving exceptional service and personalized investment advice. Services we provide to our advisory clients include:

• Investment Advice
• Portfolio construction
• Asset management
• Comprehensive financial planning
• Risk management
• Services for Small Business
• Education savings
• Wealth Transfer

Please see our website at www.mtifinancial.com for additional information and disclosures. Third-party comments may not be representative of all customer experiences.

Retirement may change your perception of investment risk.
05/06/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/04/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
05/01/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

When was the last time you updated your will?
04/29/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
04/27/2026

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
04/24/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
04/22/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
04/20/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
04/17/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
04/15/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Address

7300 Metro Boulevard, Suite 200
Edina, MN
55439

Opening Hours

Monday 8:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8:30am - 3pm

Telephone

+19528357445

Website

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