Check the background of this firm on FINRA's BrokerCheck
Check the background of this firm on FINRA's BrokerCheck

Reach your financial goals
with a solid plan.

We are invested in earning Your Trust.

The foundation of our work is anchored on earning your trust.  We are ready to walk with you through the ups and downs you may face in your financial life.

Our financial advisors spend time with you - getting to know you and discovering your personal goals - so we can tailor products & a plan to fit your individual needs.

OUR STORY

Our journey began in 1987 when founder Mark Young started his career as an independent Financial Advisor. He and his partner opened an office together in south Moorhead forming Financial Strategies Group.

In 1992 Financial Strategies Group moved to a North Fargo location across the street from the Northport shopping center. While in this location Douglas Schmitz joined the team in 1992 as a Financial Advisor and Michael Young joined in 1999 as the Service Manager.

As our staff expanded, we needed to find a location with more room for growth. In December of 2000 we made the move to our current North Fargo location just off of University Drive.

In 2003 Craig Rottman joined our team as a Financial Advisor transitioning from North Dakota State University as a Physics Professor.

In 2006 Michael Young earned his Certified Financial Planning Certificate and started transitioning to a Financial Advisor role.

In 2008 Tawna Hermanson joined our team as a Sales Assistant. In 2012 Tawna became securities licensed. She became a full time Financial Advisor in 2015.

Over the years Financial Strategies Group has added staff with a team approach - finding strong advisors and support staff with a variety of backgrounds and strengths. This allows us to serve our clients to the best of our ability.

Want to learn more about our advisors? Check out Our Team page.

Why you should work with us.

Trust is Earned Everyday

We value each and every person that walks in our doors. Our no-pressure, transparent advising style is conversational, and designed to make you comfortable.

Down-to-earth People

When we meet with our clients, it’s more like working with close friends or family. Our clients appreciate that we show a genuine interest in their life and unique circumstances they are facing each day. We want to be real people walking through this financial journey with real people.

We Don't Waste Your Time

We don’t take your time for granted. Our job is to listen, reflect, and coach you to your goals. We will meet with you regularly to stay connected.

Knowledge Through Teaching

We believe you can become a knowledgeable investor, planner, and money manager. Knowing the "why" behind the plan is why we take an educational approach. By using normal, everyday language, we can teach you the financial principles that make people successful. No confusion. No "professional" jargon. Just crystal-clear teaching & advice.

Tailored Advice

Financial advice cannot be one-size-fits-all. Your path is unique in every way. Maybe you are struggling with student loans and credit card debt, having no idea what to do. Maybe you are selling your successful business and need help investing your hard-earned assets for the next stage of your life. Whatever the case may be, no two plans are alike. We want to look at your specific scenario, and make a plan. Just for you.

Full Team of Support

When we join your journey, you get the support of the whole staff at Financial Strategies. We find solutions, regardless of which advisor you choose.

YOUR ADVISORS.

Mark Young

Financial Advisor

Michael Young, CFP®

Financial Advisor

Craig Rottman

Financial Advisor

Doug Schmitz

Financial Advisor

Tawna Hermanson

Financial Advisor

Check the background of these investment professionals on FINRA's BrokerCheck.

We have years of experience helping clients reach their goals. Our specialty is business management,
financial investment, risk management, & retirement planning.

Choose your financial team with confidence.

Why work with a financial advisor?

Expertise

With increasingly complex financial markets, finding a trusted and qualified financial advisor is critical. Make your life easier by letting us use our knowledge and experience to guide you to smart financial decisions.

Time

We know you don't have time to micro-manage your portfolio and evaluate investment alternatives. Your time is valuable. Let us spend our time doing our job, so you can be free to do yours.

Guidance

Just like real life, there are ups and downs in financial markets. Emotions can cloud your judgement and cause you to make choices that are financially damaging. We offer financial counsel and solid advice during the good and bad times, helping you follow the most prosperous path.

Our mission is simple:
To guide individuals, families, and small businesses
toward a strong financial future, through education and timely advice.