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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
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Videos
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Calculators
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Articles
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...
Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different. Retirement has evolved from a brief final chapter into something much larger—a stage of life that may span decades and offer more choices than ever before. When Retirement Was Shorter...
You probably have a spare house key hidden somewhere, or you've given one to someone you trust. Not because you expect to lock yourself out every week, but because it's reassuring to know there's a backup plan. A Power of Attorney works the same way. It's about making sure someone you trust can help when you can't “unlock the door” yourself.