Brian K. Peterson, CFP®, CPWA®, MBA

Planning Built For Blended Family Life

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Blended Family Financial Brian K. Peterson, CFP®, CPWA®, MBA

Saint Paul, MN

Serving Clients Nationwide

Planning Built For Blended Family Life

651-605-2318

Website

Areas of Focus

Family and Money
Financial Life Planning
Investment Management
Retirement Planning
Saving for College

About Brian K. Peterson, CFP®, CPWA®, MBA

I’m Brian Peterson, founder of Blended Family Financial and known as The Financial Planner for Blended Families™.

I specialize in helping blended family couples navigate the financial complexity that often comes with remarriage, stepfamily life, and building a future together mid-story.

After experiencing divorce, single parenthood, and remarriage personally, I came to realize something important: in blended families, money is rarely just about money. Conversations around fairness, responsibility, trust, children, legacy, and merging lives often carry emotional weight that traditional financial planning doesn’t fully address. That realization changed how I approach planning.

Rather than starting with spreadsheets or investment products, I help couples first build clarity around what matters most to them individually and together. Because when a couple has a shared vision for their life, the financial decisions that follow tend to feel more aligned, intentional, and sustainable.

I’m the author of Blended Family Finances: How to Talk About Money, Plan for the Future, and Build a Life You Love, a book created to help blended family couples have healthier, more meaningful conversations about money and long-term planning.

Professionally, I’ve spent more than 15 years helping clients make thoughtful financial decisions around retirement, investments, tax planning, estate considerations, and life transitions. I hold the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® designation.

But the work I care most about is helping couples reduce financial stress, communicate more openly, and move forward with greater clarity and confidence together.

Today, my wife Cara and I live in Minnesota with our blended family, and many of the conversations I guide clients through are conversations we’ve had ourselves.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Certified Private Wealth Advisor (CPWA)

Affiliations

CFP Board
Financial Planning Association
Investments & Wealth Institute
National Association of Personal Financial Advisors
ROL Advisor

Primary Location

3475 Willow Lake Blvd Suite 400 St. Paul, MN 55110

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Percentage of Assets Managed

What to expect in the first meeting

Blended family life often comes with financial conversations and decisions that feel more complicated than expected. Our introductory call is a relaxed first conversation where we’ll learn more about your family, what you’re navigating, and what support you’re looking for. It’s also a chance for you to ask questions and get a feel for how we approach planning for blended families. No pressure. No preparation. Just a thoughtful conversation about where you are today and where you’d like life to go from here. Click the “Book Intro Call” button above to schedule your complimentary introductory call.

Offers Investment Management

Yes

About Blended Family Financial

Blended Family Financial was created specifically to serve the unique needs of blended family couples.

Traditional financial planning often focuses heavily on numbers, products, and investment performance. While those things matter, blended families frequently face additional layers of complexity — including questions around fairness, merging finances, supporting children from previous relationships, estate planning, retirement priorities, and navigating different money experiences and expectations.

Our planning process is designed to help couples work through those conversations thoughtfully and intentionally.

We believe financial planning should support your life — not define it. That’s why we begin by helping couples create a Unified Vision: a shared understanding of what matters most, where they want life to go, and how money can support the future they’re building together.

From there, we help clients navigate the practical side of planning, including retirement planning, investment management, tax planning, risk management, and legacy planning.

Our Planning Built For Life® process is ongoing and relationship-centered, helping couples adapt and make thoughtful decisions as life changes over time.

Blended Family Financial is a trade name of Endurance Financial Group, a registered investment adviser based in Minnesota.

Education

University of Minnesota - Carlson School of Management M.B.A. | University of Montana B.A., Biology

Hobbies and Interests

Church
Family
Gardening
Reading
Running
Traveling

SEC Lookup

View Disclosure

Who We Serve

Blended Family
Christians
Couples
Dual Income Family
Living in Retirement
Newly Engaged / Newlywed
Parents

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