Financial Planning for Business Owners

Business owners have complex financial lives that blend business and personal considerations. We offer comprehensive planning that incorporates both individual and business needs.

We’ll design the right blueprint for you to balance estate and business succession planning.

For more information or an appointment, please contact Patrick Boria 952-994-8657.

Schedule a free consultation

We are registered to sell securities in the following state(s): AZ, IA, MN, MT, OH, OR, TX, WI. Registered Representative. Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Boria Wealth Management and Cambridge Investment Research are not affiliated. Form CRS for CIRA. Cambridge’s Form CRS (Customer Relationship Summary.