Wealth Progression Group

Guardian Wealth Advisors, with 15 years of experience, provides comprehensive investment services and financial planning in St. Louis Park, MN. Our team of expert advisors offers a wide range of investment options, including bonds, stocks, and various IRA accounts. We also provide brokerage services, treasury bills, government securities, and variable annuities. Our tailored solutions encompass retirement planning, tax strategies, 401(k) and 403(b) planning, college savings, and estate planning. We further offer insurance solutions like disability income insurance, life insurance, and long-term care insurance.

Mike Jacobson has been in the finance industry for over thirty years. He joined Focus Financial in 1996 and specializes in personal financial planning, investment management, insurance applications, 401k plan management, and employee education. He believes that small, positive steps can result in significant positive changes in life, and he is eager to help clients take those steps. Mike got his BA in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning in Denver in January 2007. He has also completed the Series 7, 63, 65, and 66 exams in securities and insurance.

As financial advisors in Minneapolis, MN, we understand that retirement planning can be confusing and you may have common fears and concerns such as health care costs, outliving your money or the best time to file for social security benefits. Our Retire Confidently Process helps you simplify and navigate the complexity of retirement planning and make the most of your money now and in retirement. We believe clients should understand everything that is happening with their money; that as advisors we should be just as good about explaining investments as we are at making them. We offer a free 15 minute introductory call that gives us both a chance to make sure that we can add value to your financial situation.