Financial Strength
Rooted in Expertise.
Oakspire Financial Services provides independent financial advisory, investment consulting, and wealth management services to individuals and businesses across Minnesota and nationally from our Edina offices.
Financial Advisory
Expert financial services services.
Investment Consulting
Expert financial services services.
Wealth Management
Expert financial services services.
Retirement Planning
Expert financial services services.
Business Finance
Expert financial services services.
Services Designed for Results
Expert financial services & advisory services — tailored to your goals, backed by accountability, and built to deliver outcomes that genuinely move the needle.
Financial Advisory
Expert financial advisory services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →Investment Consulting
Expert investment consulting services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →Wealth Management
Expert wealth management services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →Retirement Planning
Expert retirement planning services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →Business Finance
Expert business finance services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →Risk Management
Expert risk management services designed around your specific goals — delivered with full accountability and outcomes that drive real business results.
Learn more →We Do Things Differently
At Oakspire Financial Services, we combine genuine expertise with an absolute commitment to delivering measurable outcomes — not just completing tasks.
Every engagement is personally led by a senior practitioner. We define success criteria upfront, communicate transparently throughout, and hold ourselves fully accountable to the results we commit to.
About UsClear Objectives First
We agree on measurable success criteria before any work begins — so there are no surprises.
Senior-Led Always
Every engagement is personally led by an experienced practitioner, not delegated to junior staff.
Regular, Honest Updates
Clear progress reports against milestones throughout every engagement — no spin, just facts.
Accountability Guaranteed
We hold ourselves fully accountable to the outcomes we commit to. No excuses, ever.
What Our Clients Say
"Working with Oakspire Financial Services completely changed how we approach our business. Their expertise, commitment, and follow-through set them apart from anyone we have worked with before."
"Clear advice, delivered on time, and exactly within budget. The team understood our challenges from day one and responded with genuine, practical expertise."
"Professional, responsive, and genuinely invested in our outcomes. Oakspire Financial Services is now a trusted long-term partner. We wouldn't hesitate to recommend them to anyone."
Ready to Get Started?
Reach out for a no-obligation conversation with our team. We respond to every inquiry within one business day.