• <autoplay speed=6></autoplay>Who is looking out for the employee?

    We have a passion for the total well being of corporate benefit plan participants. We are a trusted advisor for plan sponsors and employers.

  • What is important about money to you?

    Honestly answering this challenge in a transparent process empowers us to craft successful personal financial plans.

Sundvold Financial is a firm with passion to be great. Success is the improved well-being of our clients as they execute on distinct plans to meet their needs.

Sundvold Financial believes in

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    Corporate Retirement Planning

    We are a Registered Investment Advisor with the Securities and Exchange Commission. As a fee only firm we are uniquely positioned alongside the plan sponsor to uphold ERISA fiduciary standards. Services include ERISA 3(21) and 3(38) named fiduciary expertise.

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    Employee Benefits

    Industry leading experience differentiates the Sundvold team in representing employers with insurance benefits providers around the Midwest. We pride ourselves in acting as an ally and advocate for private companies, public entities and school systems.

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    Financial Planning

    Our fee-only service model and exploration process promotes accountability between our firm and our clients. The result is execution of a defined plan that is consistently updated and reviewed.

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Our Mission

Our professionals for each service are bound to act in the best interest of our clients. We expect greatness with each client service we provide. Sundvold Financial strives to be the premier corporate benefits firm chosen by private businesses and public entities as well as a trusted advisor for personal financial planning.

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Sundvold Financial is a fee-only financial advisory firm in Columbia, MO serving corporations and high net worth individuals since 1997.

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