Whatever You Can Dream, We Will Put On Paper and See How We Can Help You Achieve Your Dreams

We believe in

Listening to you to understand your family's priorities and goals for the long term. Here is the foundation for everything that follows.

Helping you tackle market volatility and economic jolts with an up-to-date financial plan. Without a plan you may be going into retirement blind.

Building sound financial decisions on Strategic Asset Allocation. The key is to rely on facts and careful research, not on emotions.

Taking the initiative with active investment management. Taking the initiative calls for dealing with opportunities and risks through Tactical Asset Management.

Helping To Make A Difference In Your Life

Decisions become easier with a plan. The Five-Step Financial Planning Process for Financial Fitness assists you in setting out from where you are today to where you want to be tomorrow. Discover more about your custom road map to pursue your goals and desires here.

We invite you to sign up above for our complimentary special report "Planning for Life: The Many Benefits of Financial Planning and Investment Management."

Find out more about our custom-tailored approach especially for:

Financial Planning Process

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Strategic Investment

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

Robert Dick
Robert Dick, CFP®
Financial Advisor Branch Manager
Brendan Dick
Brendan Dick
Financial Advisor
Halle Kadrmas
Halle Kadrmas
Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Whatever You Can Dream, We Will Put On Paper And See How We Can Help You Achieve Your Dreams
Robert Dick

Information & insight

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Minot Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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