Our Services
Financial services tailored to your priorities.
Establishing a goal is one thing, having the discipline to achieve it is another. At Marks Group, we are process-oriented, not product-driven. We seek to understand you, your financial situation, and your goals. Our process begins with a thorough analysis of your current investments and how those investments fit within your financial picture. We then build and present a financial plan tailored to your priorities. We use this plan as a resource in developing an appropriate investment strategy aimed to optimize your retirement success.
Awards
Recognition we’re proud to share.
Forbes ranked Ben Marks and MGWM #4 on their list of Best-In-State Wealth Advisors for 2022. This is the 5th consecutive year we have been ranked in the top 5 in Minnesota.
Barron’s named MGWM one of the Top 1,200 Financial Advisors in America and #6 in Minnesota for 2022. This is the 13th consecutive year we have been recognized by Barron’s.
MGWM has been named one of America’s Top Wealth Advisors by Forbes in 2017. We are one of 250 advisors nationally to earn the recognition, and one of only three based in Minnesota.
In 2013, John Feste was honored by Minneapolis/St. Paul Business Journal in their “40 under 40” list, an annual celebration of the Twin Cities’ emerging business and civic leaders.
In 2016 and 2022, MGWM was named by Minneapolis/St. Paul Business Journal as one of the fastest growing companies in the Twin Cities.
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Disclosure Brochure
Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.
OFFICE
4350 Baker Road, Suite 245 Minnetonka, MN 55343
4350 Baker Road, Suite 245 Minnetonka, MN 55343