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.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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The In's and out's of Buy/Sell Insurance

May 29, 2025 11:30 AM Central Daylight Time - May 29, 2025 01:30 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd, Edina, MN , 55436

Join us as we go over the benefits of buy/sell life insurance for business partners.

Business succession planning lunch and learn

Apr 23, 2025 11:30 AM Central Daylight Time - Apr 23, 2025 01:30 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd Edina, MN , 55436

Join us as we learn about the ins and outs of executing the transition of your business to a successor or buyer.

Meet the team

Learn more about the Freeman Mcfarlin Opp Financial Group. 

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.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  www.SHOOKresearch.com.

Benjamin Freeman is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0M15125.

Benjamin Freeman, NMLS # 1267700, Jeff McFarlin, NMLS # 1860962, and Peter Opp, NMLS # 533332 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Jeff McFarlin is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0D64946.

Peter Opp is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0N04911.

Read additional advisor disclosures.