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Brian Limborg, a Certified Financial Planner (CFP®) and fiduciary, partners with you to achieve financial success. He is a seasoned financial advisor with 15 years of experience and has received the Five Star Wealth Manager Award for eight consecutive years (2017-2024).

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Investment Management

Your investment portfolio is personally managed by Brian Limborg using ETFs and Mutual Funds, with a strategy tailored to your specific goals and risk tolerance. His meticulous investment management process includes:

  • Internal Quarterly Investment Reviews: Proactively reviewing and adjusting your investments (as needed) every quarter.

  • Strategic Asset Allocation: Balancing risk and return by creating diversified portfolios.

  • Proactive Portfolio Adjustments: Monitoring market trends and economic indicators to make informed, proactive changed to your portfolio when necessary.

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Financial Planning

Comprehensive and client-focused financial planning services include:

  • Holistic Financial Overview: Considering your entire financial picture to develop a personalized strategy.

  • Goal-Driven Planning: Partnering with you to set and achieve financial goals, from educational savings to milestone purchases.

  • Adaptive Strategies: Offering ongoing advice and adjustments to ensure your plan keeps pace with life's changes and evolving laws.

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Retirement and Goal-Specific Planning

Specializing in forward-thinking financial guidance, Brian provides:

  • Customized Retirement Strategies: Crafting retirement plans that reflect your individual retirement dreams, helping you plan for a secure future.

  • Targeted Plans for Specific Goals: Developing clear, actionable strategies for reaching your specific targets, whether it's a new home, retirement, business venture, or legacy planning.
     

Tax Planning (CFP®)

  • Adapting to Tax Policy Changes: Creating strategies to adjust to changes in tax policy and optimize tax situations, particularly regarding retirement accounts and investments.

  • Tax Implications Analysis: Providing detailed analysis of tax implications for various financial decisions, including RSU's, stock options, real estate transactions, and business income.

  • Charitable and Estate Planning: Planning for charitable giving, estate and gift planning, and maximizing tax benefits associated with these activities.​

Embark on Your Financial Journey
with Confidence


Unsure of your financial destination? Let Brian Limborg be your guide. He's dedicated to understanding your unique goals, even if they're still taking shape. Start with a no-obligation chat with Brian to explore your options - it's your first step towards a tailored financial plan. Brian is here not just to advise but to empower your journey. Your financial future is more than a plan; it's a journey that Brian is honored to share with you.

© 2024 by The Limborg Group

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Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through EFS Advisors LLC, 1995 East Rum River Drive South, Cambridge MN 55008, (877) 403-2374. Advanced Advisor Group and EFS Advisors LLC are affiliates under common control D/B/A EFS Advisors (“EFS”). Education Minnesota-ESI (“EME”) is not a current client of EFS and is compensated by EFS based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services, including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS. For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochures. 

 

Visit EFS Advisors: www.efsadvisors.com
 

AAG and EFS are affiliates under common control D/B/A EFS Advisors and are not affiliated with and are independent of Education Minnesota/ESI, Certified Financial Planning (CFP) Board, Dave Ramsey, Financial Planning Association, Institute for Divorce Financial Analysts, Charles Schwab, Fidelity, Minnesota State Retirement System, Fidelity Investments, and Morningstar.
 

AAG, EFS, and its representatives are authorized to conduct business and communicate with prospective clients in states where registered or where an exception to or exemption from registration exists.
 

All content included on this site, such as text, graphics, logos, icons, images, audio/video clips, charts, research, is the property of The Limborg Group and protected by United States and international copyright laws.

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