Our Story

It’s your dream. We’ll help you get there.

Since 1987, Sweet Financial Partners has been committed to bringing possibility to our clients and community. Through The Dream Architect® process, we partner with you to build your wealth plan to support your biggest dreams for your future. We’ve often found that once your wealth bucket is “full,” we can then free you up to focus on what is most important to you.

We have a long-standing commitment to our clients

The team at Sweet Financial brings personalized and comprehensive financial planning, wealth management and investment services to our clients. Not only do we serve the southern Minnesota and northern Iowa regions, we have a nation-wide presence and currently serve clients in 35 other states. Our client-first mindset means we strive to always be transparent in everything we say and do.

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Timeline

A Strong History of Serving Our Clients

1979

Bryan Sweet started his financial services career

1987

Bryan Sweet founded Sweet Financial Services in Fairmont, MN

1995

Offered 401(k) platform to businesses

2011

Bryan Sweet created the Dream Architect™ program

2011

Ty Totzke became a partner of Sweet Financial Services

2013

Oliver Kollofski became a partner of Sweet Financial Services

2016

Bryan Sweet, Oliver Kollofski and Brittany Anderson published their first book Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

2017

Brittany Anderson and Bryan Sweet release their daily journal Imagine. Act. Inspire.

2018

Bryan Sweet was first named to the Forbes Best-in-State Wealth Advisor List

2021

Brittany Anderson became the president and partner of Sweet Financial Services

2021

Sweet Financial Services changed it’s name to Sweet Financial Partners and became a Registered Investment Advisor

2022

Bryan Sweet and Brittany Anderson published their prequel to their Dare to Dream book, Dream Architecture

Our Stats

Team
Members

12

Collective Years of Service

175+

Our Team of Professionals

Discover the freedom of delegating your retirement plan to us. Through decades of experience, our dedicated team of advisors handles all your wealth management details, allowing you to focus on what truly matters during your retirement journey. Since 1987, our team has grown with one singular purpose in mind — to make your retirement dreams a retirement reality.

Learn More About Our Team