Broker Check
Michael McConachie, MA, CFP®, CRPC®, AIF®

Michael McConachie, MA, CFP®, CRPC®, AIF®

Founder

Michael brings 20 years of industry experience and founded the firm in 2018 with a passion to put “people” first. He believes that this mission will require two things: a village and a lifetime.  

Prior to starting the firm, Michael served the financial services industry in multiple other roles. In these previous roles, Michael was consulting within the qualified plan space, providing guidance as an institutional marketer to major wire houses, money-center banks, broker-dealers, and investment advisor representatives, and working in other consultative roles within the financial services industry.

Michael received his undergraduate degree from the University of Denver in 2003, with a major in Finance and a minor in Economics. In 2024, Michael received a master’s degree in extension studies of management from Harvard University.

Michael spends his free time complaining about the MN weather, traveling out west with his 14-year-old son to feel the excitement of going down a mountain, occasionally battling the uphill climb of catching a Marlin, cheering on Wayzata Youth Sports, and most importantly, surrounding himself with people that are willing to challenge themselves for the greater good, in pursuit of encouraging all to be the best they can be.   

Licenses: S63, S66, S6, S7, SIE