Portage Financial Group

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Portage Financial Group Financial advisor proudly serving Minnesota.

We offer full-service wealth management including estate planning, insurance review, tax planning, investment management, and retirement planning.

From start to finish, the Rudd family made a statement at the Birkie Trail Run a couple weekends back. Not only did they...
10/19/2026

From start to finish, the Rudd family made a statement at the Birkie Trail Run a couple weekends back. Not only did they tackle the course, but the entire family landed on the podium!

We are thrilled to announce an exciting new chapter that has been in the works behind the scenes. We are officially rebr...
10/16/2026

We are thrilled to announce an exciting new chapter that has been in the works behind the scenes. We are officially rebranding from PRG Financial to Portage Financial. We hope our new name and ethos resonates with you.

Portaging is the part of canoe trips where you must carry your canoe and all your gear over land to get from one body of water to another.

It can test your limits.

The path can be rocky, tangled with roots, and slippery.

This is where things can go wrong.

We believe most financial journeys are like canoe trips. Long stretches of working steadily towards a destination interspersed with some challenging transitions.

Over the decades, we’ve seen just about all that life can throw your way, and we’ve learned the financial routes to help our clients navigate through the tricky parts.

Unlike a lot of financial firms, we’re not fancy. We believe that our work ethic says a heck of a lot more to our clients about who we are than a marble floor entryway ever would.

The real motivation behind our hard work?

Through sound financial planning, we get to see our clients have more opportunity and get more enjoyment out of life. That’s something that just never gets old.

We can’t wait to roll up our sleeves and do the heavy lifting to help you along on your financial journey.



Here’s to the start of a new chapter at Portage Financial. 🛶💼

Before the charts, the portfolios, and the client meetings, there was drywall, dust, and a whole lot of heavy lifting.20...
09/03/2026

Before the charts, the portfolios, and the client meetings, there was drywall, dust, and a whole lot of heavy lifting.

20 years ago, when Craig bought the building, he didn’t just hire it out—he picked up the tools and got to work. That is our mission - we shoulder the heavy load for you; we put in the work so you can focus on what matters most.

08/20/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

07/16/2026

Fun Facts about 401ks

Address

4959 Olson Memorial Highway, Suite A
Golden Valley, MN
55422

Telephone

+17635453501

Website

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