• Why Marks Group

    Your success is our priority.

    Our process-oriented approach and proactive client communication
    provide the structure you need for successful investing.

About Us

Objective advice.

Our advisors are fiduciaries, legally required to act in your best interest. We conduct our own research, build our own portfolios, and design and implement strategies based on a client’s specific needs and priorities. Our holistic approach has resulted in Barron’s naming Marks Group as one of the Top Advisors in America for 13 consecutive years. As of December 2022, our Minnetonka-based registered investment advisory firm manages $1.39 billion.

Our Clients

A good fit.

We work with families, business owners, private foundations, endowments, and corporate retirement plans.

For individuals and families, our services are best suited for those with at least 1 million dollars in investable assets. We can often add the most value during times of financial transition. Whether you are retired or nearing retirement, recently divorced, receiving an inheritance, or selling a business, we can simplify the financial complexities that accompany life-changing events. The transition period can be scary. It may be difficult to visualize your new normal or quantify the impact it may have on your financial well-being. This is where Marks Group shines.

Our Services

A holistic approach to wealth management.

Our Services

A holistic approach to wealth management.

Financial Planning
Your goals, your situation, your financial strategy, and your plan all begin with you. At Marks Group, we don’t believe in cookie-cutter financial plans. Every client is different. Every plan is unique. The conversation begins by understanding you and doesn’t end with a shiny binder. We understand things change. Your plan will evolve as your goals, the economy, and the markets change. At Marks Group, every investment recommendation is rooted in understanding our clients’ planning needs.
Investment Management
We offer six investment strategies, each one fully liquid and actively managed. We don’t believe that one size fits all. Each client’s allocation is unique. Whenever possible, we reduce expenses and increase accountability.
Institutional Services
We serve as fiduciary partners, acting as a consultant to companies and nonprofit organizations. These services, often provided for a flat fee, help our clients remain competitive and compliant.

Our Community

Proudly investing our time and resources.

American Birkebeiner

Barron’s in Education for VANTAGE

Children’s Hospitals & Clinics of Minnesota

City of Minnetonka-Park Restoration Projects

Edgar County Commmunity Foundation, Inc.

ICA Food Shelf

Minnesota Off-Road Cyclists

Minnetonka Youth Hockey

Randy Shaver Cancer Research & Community Fund

Rise Inc.

Sojourner Project Inc.

St. David’s Center for Child & Family Development

Western Communities Action Network, Inc.

Your Next Steps

A no-cost, no-commitment portfolio review.

We’ll provide you with a thorough, objective assessment of your current investments. You’ll learn the amount of risk you are taking, the fees you are paying, and the quality of the investments you own. We will also provide you with our recommendations and proposed alternatives, including a sustainable, tax-efficient retirement withdrawal plan and strategies to consider in the current market environment.

Barron’s Top Financial Advisors (2010-2022) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor (2018-2022) and the Forbes America’s Top Wealth Advisors (2017) are based on client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.