Gifford Financial

04/23/2026

The guys are having fun already at Star of the North! Swing by booth 506, say hi, and check out our new dental 401(k) plan built to further reduce administrative workload, streamline payroll integration, and significantly limit fiduciary responsibility for practice owners—all while remaining cost conscious. We’ve got the answers and personality too. Come find us!

12/24/2025

Happy Holidays! Wishing you joy, peace, and laughter while surrounded by loved ones. May the new year bring you happiness, health, and countless reasons to smile.

11/27/2025

Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.

11/11/2025

Thank you to all who dedicated themselves to serve our country. May we always remember and be grateful!

08/06/2025

Congratulations to Marshall for this incredible honor!

North Star is proud to announce that six of our financial advisors were recently recognized on the annual Advisors to Watch list from AdvisorHub! 🎉

• Marshall Gifford - #10 in the Advisors to Watch (Under $1B) category
• Josh Evenson - #196 in the Advisors to Watch (Under $1B) category
• Joe Fox - #76 in the Solo Advisors to Watch category
• Jane LaLonde - #57 in the 100 Women Advisors to Watch category
• Ann Wengronowitz - #64 in the 100 Women Advisors to Watch category
• Jon Ylinen - #54 in the 100 Advisors to Watch – Next Gen category

This list recognizes the top financial professionals across the nation who lead practices devoted to a high level of service, dedication, and innovative financial solutions to their clients.

Congratulations to all of our advisors who made the list this year! North Star celebrates you and your commitment to changing the lives of your clients forever.



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Advisors self-nominate and are ranked on a combination of size/quality of practice, growth of practice and character and professionalism. Growth and quality of practice will account for the majority of the final score. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

08/06/2025

We are so proud of Marshall for making this list again! What an honor to be included with so many fellow advisors.

06/17/2025

What an incredible spring event season Gifford Financial had this year! We were inspired at AssetMark, Inc.'s Gold Forum, hosted our annual panel of dental specialists for dental students, traveled to Milwaukee to present to MD students, raised funds for People's Center Clinics & Services with Psi Omega Dental Fraternity (U of M), had a blast golfing at the Master's of Dentistry event supporting the Minnesota Dental Association, and so much more. We wish everyone a wonderful summer and can't wait until fall for another eventful season.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

06/15/2025

To all the dads out there: wishing you a happy, restful Father's Day!

05/11/2025

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

04/24/2025

Booth #457 is ready to go! We can't wait to see you at the Star of the North Dental Meeting today & tomorrow. Don't forget to sign up for our prize drawings while you are visiting us!