The Dustin Smith Team
Serving the greater Plymouth, MN area.
Location
Plymouth, MN 55441 (763) 417-1700
A team behind every plan
The Dustin Smith team focuses on the client relationship first and foremost. When our clients know that they matter to us, we feel that they’re more comfortable contacting us when they have questions. As a Certified Financial Planner, we work with individuals and families to help them towards their financial goals — answering those questions with comprehensive advice.
Backed by the power of Wealth Enhancement, we strive to make our clients’ lives as simple as possible, complete with high-touch service from our Roundtable of financial specialists. As the key contact point for the team, Senior Vice President and Financial Advisor Dustin Smith regularly appears on TV and is interviewed frequently. If you’re looking for personable service that cuts through the noise, look no further than the Dustin Smith team.
Meet Our Team
Awards & Recognition
View All2024
Five Star Wealth Manager (2024) – Twin Cities
Five Star Professional
2023
Five Star Wealth Manager (2023) – Twin Cities
Five Star Professional
2022
Five Star Wealth Manager (2022) – Twin Cities
Five Star Professional
2021
Five Star Wealth Manager (2021) – Twin Cities
Five Star Professional
2020
Five Star Wealth Manager (2020) – Twin Cities
Five Star Professional
2019
Five Star Wealth Manager (2019) – Twin Cities
Five Star Professional
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
Primary office
Plymouth, MN
505 Highway 169 N Ste 900
Plymouth, MN 55441
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Plymouth, MN
Plymouth, MN 55441
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Buying a New Car? To EV or Not to EV
Newsroom and Resources
View AllCBS: Dustin Smith Featured in “Veterans Day money moves: Review your VA benefits, including expanded coverage under the PACT Act”
CBS: Dustin Smith Featured in “Medicare Part B premiums are tied to your income, and the top surcharges can total $700+ a month”
CBS: Dustin Smith Featured in “Does it matter which party wins? Not much for your portfolio over time”
CBS: Dustin Smith Featured in “Create a “safe phrase” with your family to beat AI voice-cloning scams”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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