The Fjell Way
What is the Fjell Way?
Our philosophy of wealth management is rooted in our rich history, created by the values of the midwest, driven by our innovative culture, and guide by timeless financial wisdom.
But why?
A robust framework for wealth preservation and growth is critical in today’s rapidly changing economic, political and market environment.
How it Works
4,000+
1 — 3w
You
We start by understanding you. Your life is unique, your wealth is unique, and we need to know you so we can build solutions tailored just for you.
4,000+
1 — 3w
Plan
No financial life is complete without a plan. Our BluePrint process give your a roadmap for more financial security and confidence.
4,000+
1 — 3w
Invest
Your assets fuel your financial plan. We create custom portfolios using our tmrw framework that aligns your assets to your financial goals based on liquidity requirements.
4,000+
1 — 3w
Serve
We’re old school, if you need something, call us, and we’ll pick up. In a world going digital, you can expect your team to know your personally.
4,000+
1 — 3w
Insights
We help you understand the world you are investing in through Fjell Labs - our innovative media hub for next gen wealth content. Gain unique perspective and insights.
4,000+
1 — 3w
You
We start by understanding you. Your life is unique, your wealth is unique, and we need to know you so we can build solutions tailored just for you.
4,000+
1 — 3w
Plan
No financial life is complete without a plan. Our BluePrint process give your a roadmap for more financial security and confidence.
4,000+
1 — 3w
Invest
Your assets fuel your financial plan. We create custom portfolios using our tmrw framework that aligns your assets to your financial goals based on liquidity requirements.
4,000+
1 — 3w
Serve
We’re old school, if you need something, call us, and we’ll pick up. In a world going digital, you can expect your team to know your personally.
4,000+
1 — 3w
Insights
We help you understand the world you are investing in through Fjell Labs - our innovative media hub for next gen wealth content. Gain unique perspective and insights.
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
*Fjell Capital, LLC has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Our Team
Move Your
Mountain
The Fjell Way was created to offer what people want and what many wealth management firms lack, putting clients first.
The Fjell Way is our way of adhering to the fiduciary standard. It’s our way of putting clients first.
In action, the Fjell Way is a four step process. It starts with you understanding who we are and us understanding you. From that place, we curate solutions tailored to your goals.
Fjell means mountain in Norweign, and there’s nothing more we want than for you to Move Your Mountain, whatever that may be.
1. Discover
1. Discover
2. Understand
2. Understand
3. Plan
3. Plan
4. Action
4. Action
Our Team
Move Your
Mountain
The Fjell Way was created to offer what people want and what many wealth management firms lack, putting clients first.
The Fjell Way is our way of adhering to the fiduciary standard. It’s our way of putting clients first.
In action, the Fjell Way is a four step process. It starts with you understanding who we are and us understanding you. From that place, we curate solutions tailored to your goals.
Fjell means mountain in Norweign, and there’s nothing more we want than for you to Move Your Mountain, whatever that may be.
1. Discover
2. Understand
3. Plan
4. Action
FAQs
Answers to Your Questions
Do you have a minimum to become a client?
Do you have a minimum to become a client?
Do you have a minimum to become a client?
What is it like to work with you?
What is it like to work with you?
What is it like to work with you?
What services do you offer?
What services do you offer?
What services do you offer?
How do you get paid?
How do you get paid?
How do you get paid?
How do you invest?
How do you invest?
How do you invest?
Our Commitment
Delivering Results is What We Do.
Delivering Results is What We Do.
Start Your Journey
Start a Conversation
Speak with a Fjell Wealth Advisor about our unique solutions and begin your journey.