Robert Steffen & Associates has joined forces with Boulay Financial Advisors

Boulay Merger

Some Things Are Changing But Much Will Not

For over 30 years, Robert Steffen and Associates has been helping busy people make sure they are on the right path to the future they envision.  We intend to continue doing that as part of Boulay Financial Advisors.  We will be moving offices to Boulay in Eden Prairie (7500 Flying Cloud Drive off 212) in early October but our phone number will remain the same.  Despite the new organization, we remain fee-only financial planners focused on providing you with unbiased advice and guidance through all of life's opportunities and obstacles. 

More On Boulay Merger


Health Care is evolving rapidly and you are constantly being asked to do more. Many of our clients work in healthcare so we understand the challenges you face. We cut through the noise so you clearly know your options and can make the best decision for meeting your financial goals and reaching long-term financial security.

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As independent Registered Investment Advisors, we are committed solely to your financial success. We take the time to learn about you so we can tailor a strategy that fits your unique situation. Our team of knowledgeable professionals takes the headaches out of managing your finances so you can focus on what your life is really about. 

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Complete Financial Care

Robert Steffen, CFP® has been providing objective financial guidance and portfolio oversight for over 30 years. Today, he remains involved in developing and overseeing every financial strategy. Financial planning is an ongoing process and we will always be there to assist you in making the best of life’s opportunities and challenges. 

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