6046 Golden Valley Road
Golden Valley, MN 55422
We believe the reason for financial planning is to improve the quality of your life. Our goal is to help you define and reach your objectives.
Hornquist Financial does not accept any compensations or other remuneration that is contingent on any clients purchase or sale of a financial product. Our advisors do not receive a fee or other compensation from another party based on the referral of a client or the clients business. Working as a Fee-Only ® financial advisor eliminates all conflicts of interest and gives you the highest fiduciary obligation from your advisor.
We believe in the weak form of the Efficient Market Hypothesis. This form suggests that historical price data is already reflected in current stock prices and is of no value in predicting future price changes. We reject the use of classic technical analysis and market timing.
Our strategy in engineering a portfolio for our clients is based on financial science. We use proven research from leading researchers and nobel prize winning economists to engineer a portfolio that will minimize your risk and maximize your rate of return.
Financial Planning Services
We offer a variety of financial planning services to our clients. These services include ongoing comprehensive financial planning, wealth management, investment management and hourly project work.
Comprehensive Financial Planning
Comprehensive financial planning is what we do best. This type of planning includes retirement planning, insurance planning, asset allocation planning, college planning, tax planning, estate planning and charitable planning. Putting it all together and monitoring your plan on an ongoing basis will provide you with the best services we offer.
We offer portfolio management only for clients that want us to engineer a portfolio based on our investment philosophy, implement your investment policy, monitor your portfolio on a quarterly basis and rebalance as needed.
We custody your assets with TD Ameritrade Institutional. We will also custody your assets with the custodian of your choice and use limited trading authorizations should you desire a different custodian.
Hourly Project Work
Should you desire two or more hours of work to complete your project, we will give you an estimate of the time required to perform your job and engage you for this time on a project basis.
Principal – Dana J Hornquist CFP®
Dana’s financial planning experience includes five years of financial planning with Prudential Financial and one year with Quest Capital Strategies, Inc. He has reviewed and advised hundreds of clients on insurance and investments in these years.
In November of 2006 he passed the CERTIFIED FINANCIAL PLANNER™ exam and started Hornquist Financial. Dana has a BA in Economics and completed his financial planning course work from Utah State University.
Thank you for your inquiry!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Hornquist Financial has a portfolio minimum of $250,000 to accept inquiries through this directory.