Our Story

Everybody has a financial planner who specializes in standard planning services. However, we strongly believe that each person has their own individual needs and desired outcomes that require a very personalized plan.

Because it is important to differentiate ourselves within the industry, we focus on distribution planning and taxation. We've made the decision to surround ourselves with some of the leading top producers, CPA's and attorneys in the industry that understand the in's and out's of advanced planning. Through our elite partnerships and specialized training, we have learned the financial strategies of the ultra-wealthy and have incorporated this knowledge into the planning of each of my clients to help maximize their financial goals within the legal law.

Our team focuses on the best strategy for each of our clients. We take the time to break down every policy and account, and explain complicated concepts in a way that is easily understood. Our team of professionals works alongside our clients to help them feel empowered and confident to make educated decisions. 

If you want more than the standard financial plan, then join us in crafting the perfect financial blueprint for you.  

Based in both the Minneapolis and Phoenix area, we work with clients not only throughout Minnesota and Arizona, but also many of the surrounding states. We are available to meet with clients in our office or at the client's home, office, or place of convenience.

Patrick Stephens is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. He offers securities in AZ, CA, CO, FL, HI, IA, IL, KS, MA, MN, MO, OR, TN, TX, WA, WI, WV.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.