About Us

What sets us apart? We get to know you - your values, your beliefs, your heart – and engage not only with your family’s finances, but also with you. This the best way we can help you build confidence in your own financial situation.

Our Story: Building on the brand and accomplishments of a CPA firm that is now more than 40 years old, CTB Financial was founded with deep roots in tax planning. This is where our capabilities came from. For more than 20 years, CTB Financial has been improving the lives of its clients by fusing their taxes with their investments. Schedule an appointment with us to learn how this could benefit your own situation.

Our Clients

We serve predominantly individuals and families, business owners and retired people. Watch this video to learn more about where we came from: 

Experience

CTB Financial Services currently employs 13 professional staff, which together offers clients nearly 100 years of financial services and advice experience. Click HERE to meet the CTB Financial Team.

Firm Size

From its offices in Minneapolis, CTB Financial work with about 250 families and individuals across the United States.*

Investment Approach

Rather than recommending individual securities to our clients, CTB Financial builds portfolios using pure asset-classes following academic and behavioral economic studies. Each client’s asset-class allocations are customized for risk tolerance. Watch this video (from Dimensional Fund Advisors, whose funds we use to build portfolios for our clients) to learn more about this way of investing:

*As of March 31, 2021