Bjorn Amundson
A systematic approach to financial planning and investment overview
Bjorn Amundson · St Paul, Minnesota
Is this you, Bjorn?
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About
Our systematic approach to wealth management and tax planning can help you achieve your financial goals and give you confidence in your financial future. Consistent, proactive management is key for financial success. By organizing our work into clear, focused seasons throughout the year, we're able to regularly review and update each aspect of your financial life.
Our systematic Bedrock ProcessTM to financial planning ensures that nothing is overlooked and every opportunity is identified. We handle the complexities so you can focus on what matters most in your life.
Our services include: Tax Planning, withdrawal strategy, retirement planning, evidence based investing.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Executives
- Founders
- Pre-retirees
- Retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Estate Planning
- Financial Planning
- Charitable Giving
- Debt Management
- Financial Advice & Coaching
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Stock Option Planning
- Tax Strategy
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Wealth Management
- Insurance Planning
- Liquidity & Exit Planning
Structured record
| Name | Bjorn Amundson |
|---|---|
| Firm | Bjorn Amundson |
| Location | St Paul, Minnesota |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2017 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Passive management |
| Website | www.quarryhilladvisors.com |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Family wealth transfer
- Pension planning