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WHAT MATTERS MOST TO YOU, IS WHAT MATTERS MOST TO US.

No matter where you are in your financial journey, we endeavor to take you to the next level.

Meet Our Team

Who we are

YOUR FINANCIAL JOURNEY – SIMPLIFIED.

We are a Minneapolis-based, top financial planning firm focused on business and personal financial planning. At M&E Catalyst Group, we take great care to align all areas of your financial plan.

Our clients trust us to facilitate and advise on the entirety of their wealth and estate planning. However you view financial security, we work to ensure satisfaction with your overall plan.

Where We Are

M&E Catalyst Group and our partners offer services nationwide. With headquarters in Minneapolis, MN, we have a presence in: Alabama, Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, Nevada, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.

 

We travel regularly, providing a personal, face-to-face relationship for our clients and partners. In addition, we have invested heavily in infrastructure for secure, remote consultations to accommodate client preferences.

Through our unique operating model, we deliver expertise and personalized advice, which comes from highly qualified financial planners, working alongside our experienced staff, serving clients from the heartland to the big city.

What We Do

Business Planning

You value your business and the people who make it successful. We work to protect your employees' best interests while helping to strengthen your firm as a whole.

Estate and Succession Planning

Your estate and trust planning deserve careful attention. Our experienced professionals will help ensure your values are upheld for you and your loved ones.

Financial Planning

For high-net-worth investors, time is money. We help you grow your assets so you can focus on enjoying them.

Insurance Planning

While no one can predict the future, we see uncertainty as a chance for opportunity. Let our experienced professionals be your guide.

Investment Management Strategies

Through our investment models and market experience, we’ll help grow and protect your wealth.

Retirement Planning

After a lifetime of work, it’s time to enjoy the fruits of your labor. No matter where you are, we’ll help you plan for the future you desire.

your FINANCIAL journey SIMPLIFIED

Learn how M&E Catalyst Group can help. 

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