Our Story
From a Small Office in St Paul to a Nationwide Profit Stream
Finance Profit Stream began in 2012 in a modest office on Carroll Avenue with just three advisors and a bold mission: make high-quality financial advice accessible, honest, and actually profitable for everyday Americans.
Frustrated by an industry that rewarded complexity over clarity, our founders — veterans from Wall Street and community banking — set out to build a fiduciary firm where clients' success metrics are the only metrics that matter. No commissions, no proprietary product pushes, just transparent guidance.
Today, we've grown to serve over 15,000 clients nationwide, managing $2.4 billion in assets, but our St Paul roots keep us grounded. We still answer the phone in under three rings and still believe a handshake matters.
12+
Years Serving
$2.4B
Assets Managed
15K+
Clients Trust Us