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Brendan Roath (CFP®, EA)

Brendan Roath focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

At Money Matters, we: Build relationships based on trust, Place clients' interests first, Do what we say we are going to do, Profide objective advice based on proven experience, and Work hard to serve our clients well.

Additional Information

Rod was selected Five Star Best in Client Satisfaction Wealth Manager for 2018 in a survey conducted by Mpls.St.Paul and Twin Cities Business magazines. Money Matters recently celebrated its 20 year anniversary.

Organizing Financial Success Since 1998

NAPFA Start Date

July 13, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

12800 Whitewater Dr Ste 100 Minnetonka, MN 55343-9347 Phone: (952) 935-0707 Fax: (952) 935-0103
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