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 (Retire)
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.
"Working with Jonathan has been very comfortable and reassuring. I feel confident knowing
my finances are being well cared for and that my accounts are being handled thoughtfully.
He is easy to talk to, very knowledgeable, and makes both me and my family feel at ease. I
especially appreciate how open he is to speaking with my family, which helps everyone
feel secure. If you are not understanding something, he is very open to me asking
questions, and makes me feel comfortable, even if he explained it to me before.”
Dorothy W. (Retired)
These statements are a testimonial by clients of the financial professional as of 03/11/2026. 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. MRR #7298336
Our Pipestone Team
Our Maple Grove Team
Contact Us
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Videos
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Calculators
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Articles
America was founded in 1776—back when breaking news arrived on horseback and "streaming" meant crossing a river. As our nation approaches its 250th birthday, we're celebrating a lesson that applies to both history and investing: great things happen over time. Read how patience and compounding can turn a single spark into a spectacular financial fireworks show.
Many business owners spend years building successful companies, but far fewer prepare for what happens when they step away. With millions of business transitions looming in the next decade, one question matters most: Is your business ready to run without you?
Financial markets have had a positive, yet eventful year so far, so I wanted to take a moment to share some perspective on what it means for your long-term financial plan. Many asset classes have performed well, despite a turbulent start to 2026. The broader lesson is that investors who maintain portfolio balance through these periods are better positioned to weather short-term challenges and participate in the recoveries that follow. Market swings are a natural part of investing, and their effects on markets and the economy tend to fade over time.