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Chad Bester, CFP®

A unique firm driven by the highest standards of excellence and integrity.

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Mount Yale Chad Bester, CFP®
Bloomington, Minnesota

Serving Clients Nationwide

A unique firm driven by the highest standards of excellence and integrity.

651-503-8195

Website

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Chad Bester is a Financial Advisor and Founding Partner of Mount Yale Advisor Partners with over 20 years of experience in the financial services industry. He serves as a trusted advisor for a select group of individuals and families helping them build, manage, preserve, and transition their wealth.

Prior to joining Mount Yale, Chad was a Private Wealth Financial Advisor, Managing Director at Wells Fargo Advisors. He holds degrees in Economics and Management from Hamline University and is a Certified Financial Planner™.

Chad's opportunities to give back include serving on the Board of Trustees for Hamline University, his church’s Finance and Gift committees. In addition, Chad stays actively involved with the community as a restaurant owner and entrepreneur.

Chad’s family is the heart of his personal life. He enjoys water skiing whenever the Minnesota weather permits, watching Vikings football, reading, hunting and spending time with his family at the cabin and his farm.

Chad is a lifelong resident of Minnesota. He and his wife Janel have three children, Grace, Hunter, and Madeline and their dog Lucky. He loves grilling for his family and he makes a killer version of rigatoni. Chad has a strong appreciation for cars, and has always wanted a 1970 Chevelle SS.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

8500 Normandale Lake Blvd. Suite 1900 Minneapolis, MN 55437

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to request more information. We look forward to answering your questions and scheduling a call so we can get to know each other. I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

For investors, the financial services landscape can be confusing — partly because many wealth management firms look alike. Mount Yale Capital Group offers a clear difference.

Our firm was founded in 1999 to provide sophisticated, institutional-quality investment solutions to family offices and institutions. Under the strategic vision of CEO John Sabre, a seasoned Wall Street investment banking executive, the firm has expanded to deliver our institutional-quality investment solutions, wealth management services, and high-touch services to individual investors, families, and businesses.

Our approach to risk management and high level of service has resulted in long-standing relationships built on loyalty and trust.

✅ Institutional Investing Expertise

Designing and monitoring complex portfolios has been our focus for more than two decades. Our broadly diversified team of Mount Yale professionals and strategic partners have decades of technical experience building and managing sophisticated portfolios. Risk mitigation and the protection of assets are hallmarks of our investment management approach.

Our network of world-class investment managers provides clients with consistent sources of high-quality strategies. This select group of money managers and research providers includes Blackstone, Bain Capital, Ellington, Blackrock, Apollo, Guggenheim, KKR, The Carlyle Group, and Gyroscope Capital.

✅ Personalized Advice

Mount Yale has earned a reputation for putting clients’ needs first. Our approach is comprehensive because we integrate sophisticated investment planning with our clients’ wealth management strategies to accommodate unique situations while complementing the broader financial plan. Estate planning, investment management strategies, and tax management are all considered in a tailored approach to building a personalized plan that is updated as life changes occur.

✅ Client-centric Culture

Delivering a superior level of service is one of our key priorities. We have a collaborative culture that is unified by a singular focus of helping our clients achieve their financial goals.

✅ Independence and Objectivity

We are fiduciaries acting in your best interest, providing customized and transparent solutions. We deliver unbiased strategies using an open architecture platform centered on your specific circumstances.

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Advisory services provided by Mount Yale Investment Advisors, LLC

Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used the services of Chad Bester or Mount Yale Investment Advisors, LLC (MYIA). Individual results vary, and MYIA does not claim, nor should the reader assume, that any individual experiences recounted are representative of what anyone using our services may experience. Third party posts found on this profile do not reflect the views of MYIA and have not been reviewed by MYIA as to accuracy or completeness.

Education

Hamline University Bachelor's Degree, Economics and Management

Hobbies and Interests

  • Cars
  • Family
  • Football
  • Hunting
  • Reading
  • Skiing

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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