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.

The moment that changes everything

There's a point when you realize change is on the horizon. Maybe it's a conversation, a number, a new opportunity, or simply a shift in perspective.

You've spent years building something meaningful, and now the question isn't just how to grow it—it's what comes next. That moment carries weight, not just financially, but personally. That moment impacts you, your family, and the people who have been part of the journey. And the earlier you recognize it, the more intentional you can be about what comes next.

Start planning now

We help bring clarity and structure to business and personal transitions

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 Wealth Management we bring the capabilities of a fortune 500 company while delivering the high end customized service of a small family office.

Meet the team

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

Oct 21, 2026 11:30 AM Central Daylight Time - Oct 21, 2026 01:00 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd, Edina, MN , 55436

Join us and your peers as we learn about some of 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.

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

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

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