A Financial Firm for
Navigating Life's Journey

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Sanum Financial Services is Northern Minnesota’s leading financial services firm

Welcome To Sanum Financial

Sanum Financial Services is a Minnesota-based wealth management firm helping you navigate life's financial journey. Uniquely positioned in the geographic areas we serve, Sanum brings together in one place the key disciplines of investment, retirement, risk management and philanthropic planning, as well as collaborations on estate* and tax* matters, to help clients navigate the increasingly complex financial world.

*Please note, Sanum does not advise in legal or tax matters but is happy to work with your qualified professional

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Financial Planning
Financial Planning

Financial Planning

Financial planning is part of every business and life. We help protect your best interests.

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Asset Management
Asset Management

Asset Management

We provide you and your business with practical and strategic advice and guidance.

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Family Conversations
Family Conversations

Family Conversations

With timely discussions we help you pass on your financial legacy in the way you wish.

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Over 40 years

Experience helping clients throughout the Midwest and beyond

$65 million

Assets under
stewardship

+100 families

Consult with us for their financial futures

Over 200

Investment and insurance solutions

: Paul Sundberg Photography, Grand Marais, MN

News

We live in a world of change. Sometimes change feels like watching (or maybe being) a hamster on a wheel, cycling faster and faster but not really moving anywhere. And then there is generational change that moves us in a better direction. In this light, it brings great joy to announce continuation of our firm’s commitment to financial planning.

Recently, Anastasia (“Ana”) Hess completed registration requirements to join the firm as Financial Advisor. As the owner of this “business,” bearing responsibility for your financial well-being, there is no greater joy than to know family is committed to carrying on this legacy.

Our firm is honored to serve second and third generation clients, not to mention one fourth generation family. Now the second generation of advisors is honored to serve you. Please join me in welcoming Ana to the firm and read on for more information.


Prudence is to harvest for the future as well as for today.