HISTORY

We have a long-standing commitment to our clients.

The team at Sweet Financial brings local, personalized and comprehensive financial planning, wealth management and investment services to the southern Minnesota and northern Iowa regions, along with clients in 31 other states. Our client-first mindset means we strive to always be transparent in everything we say and do.

A strong history of serving our clients.

1979 – Bryan Sweet started his financial services career
1987 – Bryan Sweet founded Sweet Financial Services in Fairmont, Minnesota
1989 – Developed an alliance with Raymond James Financial Services
1995 – A basic 401(k) platform is offered through the team at Sweet Financial
2004 – A more comprehensive 401(k) platform is offered for businesses
2008 – Sweet Financial Team began offering the current Wealth Management System to clients
2011 – Bryan Sweet created The Dream Architect™ program
2013 – The Client Review Scorecard was introduced
2013 – Sweet Financial created the SmarterWomen program; now known as Women Forward
2014 – Decision Center became part of our Wealth Management System
2015 – Goal Planner became part of our Wealth Management System
2015 – Sweet Financial hired our first Intern!
2016 – SmarterWomen was renamed to Women Forward
2016 – Sweet Financial created the Smarter Business program
2018 – Bryan Sweet was ranked #5 on the 2018 Forbes Best-in-State Wealth Advisor List*
2019 – Bryan Sweet ranked #6 on the 2019 Forbes Best-in-State Wealth Advisor List*
2020 – Bryan Sweet ranked #6 on the 2020 Forbes Best-in-State Wealth Advisor List*
2021 – Bryan Sweet ranked #5 on the 2021 Forbes Best-in-State Wealth Advisor List*

About

Committed to our clients. Loyal to our community.

We tailor our financial planning to fit your personal wants and needs, which helps you remain a vibrant part of your community.

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Have questions? Want to know more?

Visit our FAQs to find answers to your questions.

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* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. RIA firms do not pay a fee in exchange for this award/rating.