The Woerdeman Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Team photo for The Woerdeman Financial Group

If you know someone who has financial questions, please let them know about our practice. Introduce us

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.


We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Are your taxes taxing you?

At The Woerdeman Financial Group, we see tax season as an opportunity for potential strategic financial enhancement.

Our approach focuses on diversifying your portfolio and aligning your tax strategies with your broader financial aspirations. We delve into the specifics of your situation to assess if each tax decision supports your long-term goals. Have questions about how to make tax planning work for you? Our team is here to help demystify the process.