Brendan Roath (CFP®)

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

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

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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This Office

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