Moxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Brandli Printon in an effort to brand a practice based on their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner.
Joe and Kristin share a passion for providing client solutions and have found that their formal partnership through Moxie Wealth Management elevates the combined practice. While they both still retain their affiliation with North Star Resource Group, the new team structure allows them greater flexibility and has increased the depth and breadth of solutions they deliver.
Despite commonality in approach and client focus, each has different specialties in regard to his or her focus and service structure. Client need determines if a given engagement requires a consultation with Joe, Kristin or a collaborative approach. Regardless of who is managing your client experience, the Moxie model is focused on aligning your finances in support of your goals for the future.
For a full list of our products and services, please visit our website at moxiewealthmanagement.com.
While we occasionally post company news or updates on this page, for the most up-to-date insights and advice, please follow our advisors personal LinkedIn Pages.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 2701 University Ave Se, Minneapolis,minnesota 55414,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- moxiewealthmanagement.com
- Keywords
- Retirement Income Strategies, Investment Diversification & Strategies, Comprehensive Financial Strategies, Insurance Solutions, Advice-Based Planning, Stock Option & Restricted Stock Strategies, Fee-Based Solutions, Charitable Giving Strategies, Tactical Debt Management, Employee Benefits.
- HQ
- Minneapolis, Minnesota
Moxie Wealth Management Questions
Moxie Wealth Management's website is moxiewealthmanagement.com
Moxie Wealth Management's LinkedIn profile is https://www.linkedin.com/company/moxie-wealth-management
Moxie Wealth Management has
7 employees.
View email and phone details for 7
employees at Moxie Wealth Management.
Moxie Wealth Management's industry is
Financial Services
Moxie Wealth Management's top competitors are
True Vision Financial Advisors,
Meyer Group Architecture, Pc,
The Heritage Planning Group,
North Star Resource Group,
Truly Aligned,
Tatra Wealth Management,
M&a And Wealth Transfer Conference,
Eminent Interior Design L T D,
Cetera Financial Group,
Forrest Financial Partners.
Moxie Wealth Management's categories are Financial Services
Moxie Wealth Management's founding year is 2015
