Your dreams, our solutions. 

What sets us apart

When you think about the role of a financial advisor, what words come to mind? Asset allocation, retirement plan, investments are a few we hear and see all the time. With over 100 combined years of experience we have realized that we can be much more than a financial planner, broker or money manager for our clients. Our goal is to bring the “family office” concept to each and every one of our clients adding value, coordination and customized service to all aspects of their financial lives.

We limit the number of families we work with in order to be our clients' “quarterback”, coordinating their complete financial picture. We will work with or help build a team of specialists so that their estate, tax, insurance and investment portfolios are coordinated and working in harmony towards their overall goals.

As a successful personal wealth management team, with 36 combined years of experience, we understand that each client and family have their own unique needs and specialized requirements. We customize and manage investment portfolios that are designed to: help manage risk, adhere to tax efficient principals, and align with our client’s short and long term goals. Through RBC we bring the capabilities of a fortune 500 company while delivering the high end customized service of a small family office.

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Lunch and Learn about the Steps Needed for a Successful Business Transition Plan

Jul 22, 2026 11:30 AM Central Daylight Time - Jul 22, 2026 01:00 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Boulevard Edina, MN , 55436

Join us and your peers as we learn about the steps needed to implement a
successful succession plan for your business, as well as the ins and outs of
executing the transition to a successor or buyer

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Meet the team

Learn more about the Freeman Mcfarlin Opp Financial Group. 

Latest Insights

People going up and down stairs

What goes down must come up?

After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.

Read more

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