Your Plan, Our Promise

Together we get you the most appropriate financial tools to get you going toward financial freedom.

Wealth Management

Comprehensive financial planning
Retirement income planning
Education planning
Insurance and risk management
Income tax planning

Investment Management

Personalized custom portfolios
Active & passive strategies
Tax-aware portfolio construction
Deferred compensation plans
Tax management

Lifestyle Management

Tax preparation services
Estate planning
Charitable giving

Small Business Services

Business and corporate tax preparation
Payroll services
Business consulting
Succession planning

The connections we have with our clients are at the core of our registered investment advisory firm. Every one of us gets to know your current situation and future goals. We then connect with each other to create your plan with the most responsible, comprehensive course of action.

Creating this initial plan is just a first step. As you progress toward your goals, we proactively reconnect on a frequent basis making adjustments along the way that take into account the changes in your life and the market conditions.


One of the best decisions our family has ever made
…The Kowalski Financial team has always exceeded our expectations on every front, and the advice they have given us over the years has always been individualized and unique to our lifestyle and financial situation. The team is timely and detail oriented, and you can tell that they build their business on honesty, integrity, and trust.
-Joe N

Things are much easier and less stressful for us

After having several accounts in several different places. Marc and his team have put it all together and made things so much easier and less stressful for us. Great team to work with and truly interested in our wellbeing.

-Tim F

They have our best interests at heart

Marc and his team are top notch. they won’t try to bully you into things you don’t need or talk over your head with a bunch of financial jargon. For the past ten years they have had our best interests at heart and helped us make the best decisions for wherever we were in life. If you are ready to make positive change in your financial future, I highly recommend you set up an appointment today.

-Megan KH

Start your collection of Freedom Chips™

Freedom Chips™ are a way to think about your financial life. They are your very own assets that you build up over time and then claim at the right time to do whatever it is you want to do.


Whatever you decide to do with your Freedom Chips™, start by making a plan with personalized and professional guidance from Kowalski Financial.

Let's Talk

Get your complimentary “table top” financial planning meeting to determine whether what we do is right for you.

Kowalski Financial Inc.

Metropoint Tower
600 Highway 169 South
Suite 655
Minneapolis, Minnesota 55426

(952) 297-8589

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2024 Kowalski Financial