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Our Passion to Serve is What Drives Our

innovative guidance

Our clients and community are at the heart of our commitment to service at Sweet Financial. Whether it’s expanding the possibilities for our clients with our industry-recognized financial planning process, The Dream Architect®, or serving our community, you can always expect our best.

Our Passion to Serve is What Drives Our

innovative guidance

Our clients and community are at the heart of our commitment to service at Sweet Financial. Whether it’s expanding the possibilities for our clients with our industry-recognized financial planning process, The Dream Architect®, or serving our community, you can always expect our best.

These are our commitments to our clients

Our mission is simple: We strive to inspire our clients to realize possibility for their future and build a retirement they can be proud of and enjoy, through our innovative guidance. We live by five key principles.

Client Focused

Our passion for service comes from a deep admiration for our clients. That’s why we treat them like family. Every financial choice is carefully weighed like we would for our own family.

Honesty and Integrity

We’re proud to stand behind the work we do for our clients. That’s because we believe that accountability and trust are the cornerstones of the service we provide. We stake our reputation on it.

Committed to Excellence

Our passion to serve inspires our commitment to excellence. We’re always striving to build better experiences for our clients. That’s our promise.

Teamwork

We’re proud to partner with our clients to help them design their perfect retirement dreams. You can expect a collaborative effort throughout our proprietary four-step process The Dream Architect®.

Positive Mindset

Our commitment to service is at the heart of our positive and transparent attitude with our clients. We believe that your dreams start with the potential to proactively plan for your future — and that starts with a positive mindset.

We have a long-standing

commitment to our clients

The team at Sweet Financial brings personalized and comprehensive financial planning, wealth management and investment services to our clients. Not only do we serve the southern Minnesota and northern Iowa regions, we have a nation-wide presence and currently serve clients in 35 other states. Our client-first mindset means we strive to always be transparent in everything we say and do.

A strong history of serving our clients

1979

1987

1995

2011

2011

2013

2016

2017

2018

2021

2021

2022

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Bryan Sweet started his financial services career

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Bryan Sweet founded Sweet Financial Services in Fairmont, MN

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Offered 401(k) platform to businesses

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Bryan Sweet created the Dream Architect™ program

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Ty Totzke became a partner of Sweet Financial Services

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Oliver Kollofski became a partner of Sweet Financial Services

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Bryan Sweet, Oliver Kollofski and Brittany Anderson published their first book Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

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Brittany Anderson and Bryan Sweet release their daily journal Imagine. Act. Inspire.

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Bryan Sweet was first named to the Forbes Best-in-State Wealth Advisor List

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Brittany Anderson became the president and partner of Sweet Financial Services

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Sweet Financial Services changed it’s name to Sweet Financial Partners and became a Registered Investment Advisor

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Bryan Sweet and Brittany Anderson published their prequel to their Dare to Dream book, Dream Architecture

1979

1987

1995

2011

2011

2013

2016

2017

2018

2021

2021

2022

image

Bryan Sweet started his financial services career

image

Bryan Sweet founded Sweet Financial Services in Fairmont, MN

image

Offered 401(k) platform to businesses

image

Bryan Sweet created the Dream Architect™ program

image

Ty Totzke became a partner of Sweet Financial Services

image

Oliver Kollofski became a partner of Sweet Financial Services

image

Bryan Sweet, Oliver Kollofski and Brittany Anderson published their first book Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

image

Brittany Anderson and Bryan Sweet release their daily journal Imagine. Act. Inspire.

image

Bryan Sweet was first named to the Forbes Best-in-State Wealth Advisor List

image

Brittany Anderson became the president and partner of Sweet Financial Services

image

Sweet Financial Services changed it’s name to Sweet Financial Partners and became a Registered Investment Advisor

image

Bryan Sweet and Brittany Anderson published their prequel to their Dare to Dream book, Dream Architecture

AWARDS

Recognitions & Features

Sweet Financial Partners is one of the largest independent practices in Southern Minnesota and Northern Iowa. As a result of his dedication to providing their clients with the ultimate client experience, Bryan Sweet, CLU®, ChFC®, MSFS, with the assistance of his team, has earned many top honors and awards.

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