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

Indey

Chief Cuteness Officer (CCO) 🐾

Contact Us

Please feel free to contact us with any questions.

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Articles

man in black jacket wearing black fitted cap while using phone by Štefan Štefančík courtesy of Unsplash.

Financial Impersonation Scams: What to Watch For

Preferred Resource Group |
Categories
Privacy
Risk Management
Finance
Savings
Family
Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer. The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too late. That’s what makes it work. Impersonation scams, where criminals pose as banks, financial institutions and other trusted businesses, have become one of the more common ways...
Elderly woman dances with caregiver in a community room by Age Cymru courtesy of Unsplash.

When a Memory Becomes a Moment: Understanding Alzheimer’s

Preferred Resource Group |
This November, we’re taking a closer look at Alzheimer’s, not just the challenges of memory loss, but the people, relationships, and moments that remain. We’ll also explore why planning ahead can help families navigate the financial side of aging with greater confidence and care. Because sometimes, the moments we remember most aren’t about remembering at all.