360 Financial is a boutique wealth management firm based in Minneapolis, Minnesota. They specialize in helping successful families, business owners, and professionals achieve financial independence through their comprehensive financial planning and wealth management services. With their proprietary Life Wealth Process, they create personalized plans focused on clients' goals, taking into account all aspects of their financial situation. The firm prides itself on treating clients like family, providing personalized attention and guidance during times of change or unexpected circumstances. Led by founder Mike Rogers, a fiduciary and experienced financial advisor, 360 Financial is dedicated to enriching lives and leaving a positive legacy.
360 Financial has been recognized for its client-centric approach and was named one of Inc. Magazine's Best Workplaces in 2022. In addition to their commitment to clients, the firm is actively involved in the community, with Mike Rogers serving on the board of directors for Benilde-St. Margaret's and supporting local charities through initiatives like The Lake Minnetonka Triathlon. Whether clients are located in Minneapolis or elsewhere in the US, 360 Financial is ready to help them achieve their financial goals and provide the calm and security of an up-to-date financial plan.
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