At Preferred Resource Group (PRG), we believe financial planning is about more than just numbers. It’s about people, their dreams, and crafting personalized strategies to help them pursue their financial goals. Founded in 1999 we’ve been proudly serving the Twin Cities and beyond with a dedication to comprehensive, holistic financial planning.
What We Offer
Our advisors are here to help, no matter where you are on your financial journey:
Starting Out: Young professionals just getting their footing.
Planning for Retirement: Those preparing to step into the next phase of life.
Everything In Between: Whether you’re saving for a child’s education, navigating unexpected medical expenses, or working toward financial independence, we’ve got your back.
We offer complimentary consultations at each of our four offices located in Golden Valley, Maple Grove, Pipestone and Shoreview, Minnesota.
Who We Are
We’re a network of financial advisors who understand that financial planning is a process, not a product. Our team takes a collaborative approach, coordinating recommendations from attorneys, accountants, and other professionals to create a cohesive strategy tailored just for you.
Contact us today to get started!!
Client Testimonials
Jonathan's being very transparent and showing that he can be trusted. If I (Charlie) were to die, it is reassuring that all of our investments are in one place as my wife (Rosalee) is not up on investing so she is comforted in knowing she can trust Jonathan to advise her on what is best.
As most of our family and friends look to us as having integrity, they would consider our advice when we recommend Jonathan.
--Charlie and Rosalie E. ( Semi-Retired)
These statements are a testimonial by clients of the financial professional as of 03/12/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
We feel very comfortable communicating with Jonathan, he is a good listener and we’ve never felt inferior regarding our investments. We liked his teaching methods as we navigate the vast financial world. His advice and guidance over the years (20+) has been very positive experience.
Jonathan, his team and us have formed a great team in our life’s financial strategy!
-- Dave & DiAnne S ( Retired)
These statements are a testimonial by clients of the financial professional as of 03/18/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Knowledge and Trust are the reasons working with Jonathan makes our life better and would highly recommend PRG Financial. He does his research on investments, understanding a wide variety of options to create a diverse retirement plan. He listens to our concerns, lays out the facts, proposes plans and allows us the final say in what we want to do with our money. We also appreciate his willingness to connect us with both a tax accountant and a will/trust lawyer.
--Matt & Maria L (Pre-retirement)
These statements are a testimonial by clients of the financial professional as of 4/1/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
-Rule 4 “Make Good Choices”
Choosing Preferred Resource (PRG) was a great choice for us. Over 20 years ago we attended a ‘free dinner’ and met Jonathan and chose him as our financial advisor. Thank you very, very, much for helping us have the finances to enjoy retirement. Rule 4 and other choices are all factors and together Winnie and I are enjoying life.
-Russ & Winnie (Retired)
These statements are a testimonial by clients of the financial professional as of 4/9/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Our Pipestone Team
Our Maple Grove Team
Contact Us
Please feel free to contact us with any questions.
Videos
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Calculators
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Articles
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone. 1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better...
Most people think about taxes once a year—when April hits and the clock runs out. But by then, the moves that could’ve saved you money are already off the table. That’s the difference between tax prep and tax planning. And once you get it, you’ll stop thinking about taxes as a seasonal chore—and start treating them like a year-round money strategy.
You've likely seen recent news coverage around Greenland, Venezuela, NATO, and more. These developments have captured headlines and raise questions around geopolitical stability and the global economy. It's natural to wonder what this might mean for your portfolio and financial plan. The short answer is that history shows us that geopolitical events rarely have lasting impacts on the market, even when they may feel significant in the moment or receive significant news coverage.