Before any talks of financials occurred, Jonathon took the time investing in building a relationship with my family. To fully understand what we wanted our future to be with our finances. It's not uncommon for us not to receive a text or a call asking how everyone is doing along with updates with the market. Thank you very much, Jonathon
Minneapolis, MN
Speak with a local Minneapolis, MN Financial Advisor
Mission Wealth's Minneapolis-area financial advisors help families, professionals, and business owners connect investments, retirement, taxes, and estate planning. From our Bloomington office, the team supports equity compensation, charitable giving, business transitions, and responsibilities across generations, helping Twin Cities clients plan for both current needs and future opportunities.
For many clients in Minneapolis and across the Upper Midwest, financial planning becomes most important during moments of transition. Whether someone is preparing for retirement, managing concentrated stock, navigating family complexity, or making tax and estate decisions, our goal is to bring structure to the process and help make each next step feel more manageable.
— Jon DeMoss
Senior Wealth Advisor
About Mission Wealth's Services
Our Minneapolis-area office in Bloomington serves clients throughout the Twin Cities and Upper Midwest. Our advisory team works with retirees, professionals, executives, business owners, and multigenerational families. We consider your goals, financial resources, and family circumstances together when deciding which priorities to address and how to move forward.
Retirement planning and investment management are considered alongside tax strategy, estate coordination, and risk management. We can help evaluate concentrated stock, review income needs, and discuss how a blended family's intentions fit estate and legacy plans. Insurance, liability, and other protection needs can also be part of a broader financial review.
Business transition planning, charitable giving, and family governance can add further dimensions to your financial picture. Your team coordinates with Mission Wealth specialists as appropriate.
To discuss your goals with the team serving Minneapolis, call (612) 453-0554 and schedule a complimentary introductory conversation.
In-person, video, and phone meetings are available.
Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn More7760 France Avenue South
11th Floor
Bloomington, MN 55435
Jon DeMoss CFA®, CFP®
Senior Wealth Advisor
Mission Wealth specializes in empowering Minneapolis retirees, independent women, and professionals.
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Office Information
7760 France Avenue South
11th Floor
Bloomington, MN 55435
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