Description
Great River Financial is a fee-only, fiduciary, independent financial planning firm in Plymouth, MN, serving the Twin Cities and clients nationwide. Founded by Josh and Amy Wolberg in 2021, the firm specializes in helping pre-retirees and retirees turn their savings into a reliable, tax-efficient retirement income. Services include retirement planning, investment management, and tax guidance, bundled into a transparent fee that does not double when your wealth does. As fee-only fiduciaries, we never accept commissions, so our advice stays unbiased.