About us
Wealth advisory rooted in Minnesota
Loon Financial Group is a wealth management and personal financial advisory firm serving Minnesota's western suburbs. We help clients consolidate scattered accounts into one coordinated strategy and coach both offensive and defensive wealth building approaches.
Founder & Chief Advisor
Nik Holland
Founder & Chief Advisor, Loon Financial Group
Nik Holland founded Loon Financial Group to give Minnesota families and professionals a simpler path to financial confidence. He educates clients on efficient wealth building strategies and coaches both offensive and defensive approaches so growth and protection work together, not against each other.
Offensive strategies focus on tax-advantaged growth, disciplined investing, and maximizing opportunities during peak earning years. Defensive strategies address insurance gaps, emergency reserves, portfolio diversification, and estate alignment to protect what clients have built.
Nik's approach starts with consolidation: mapping every account, policy, and goal into one clear picture. From there, he builds personalized plans covering retirement, investments, taxes, insurance, and legacy planning.
Based in Eden Prairie, Nik serves clients across Minnetonka, Wayzata, Plymouth, Hopkins, St. Louis Park, and surrounding western suburb communities.
What we stand for
Education first
Nik believes informed clients make better decisions. Every meeting is an opportunity to explain the why behind each recommendation.
Consolidation over complexity
Fewer moving parts, clearer outcomes. We prioritize simplifying your financial life before adding new products or strategies.
Local commitment
Based in Eden Prairie, Loon Financial Group is built for Minnesota families and professionals in the western suburbs.
Offensive wealth strategies
Nik coaches clients on proactive approaches to grow and optimize wealth over time.
- Tax-advantaged growth through IRAs, Roth accounts, and strategic asset location
- Disciplined equity and fixed-income allocation aligned to your time horizon
- Business owner equity planning and concentrated stock diversification
- Income acceleration strategies for peak earning years
Defensive wealth strategies
Protection is part of every plan. These strategies help preserve wealth through uncertainty and life transitions.
- Emergency reserves and liquidity planning for unexpected events
- Insurance review: life, disability, and long-term care coverage gaps
- Portfolio diversification and downside risk management
- Estate documents and beneficiary alignment to protect your family
Built for the western suburbs
Loon Financial Group is named for Minnesota's iconic loon, a symbol of clarity on calm waters. That is the experience we aim to create for every client: a financial life that feels organized, purposeful, and ready for what comes next.
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