Moxie Wealth Management Email Format

Financial ServicesMinnesota, United States2-10 Employees

Moxie Wealth Management is a financial services firm based in Minneapolis, Minnesota, founded in 2015 by Joseph Burgess and Kristin Brandli Printon. The practice emphasizes a goals-based approach to financial planning and operates as an affiliated entity within North Star Resource Group, while maintaining its own formal partnership structure to offer a broader set of client solutions. The team focuses on aligning clients’ finances with their future objectives, delivering a range of services and guidance through a collaboration model where either partner or a joint team can manage the client experience. The firm positions itself within the advisory landscape by providing personalized financial strategies through Cetera’s network, with ongoing updates and insights surfaced via the advisors’ LinkedIn pages and the firm’s website. Recent activity includes leadership appointments and expert discussions that highlight their marketing and outreach efforts, while continuing to serve individual clients through a tailored, goals-driven framework.

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