Featured Client

Van Clemens is based in Minneapolis, MN, and works with Financial Advisors across the country.  They offer a unique approach to financial planning that combines both employee and independent contractor models to provide their advisors the best of both worlds.  With an integrated BD/RIA/Insurance Agency/Tax and Accounting platform, they fully support independent advisors to run their offices their way, and invest in their advisors’ personal and professional growth, providing resources, training, and support throughout their career.

If you’re a financial planning-centric advisor who wants to build a practice—or take yours to the next level—please complete the MXT Associates contact form.  We’ll make an introduction on your behalf and get the conversation started.