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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, MN

Serving Clients Nationwide

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

Rated 5.0 out of 5
8 Certified Advisor Reviews™
Rate this Advisor

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

View Disclosure

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 marketing services (including being featured on this profile page), subject to terms of use. 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.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Mt Yale Capital Group

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 16, 2024
I have invested with the Mt Yale Capital Group since their inception and before. Their Team is very knowledgeable and responsive to all of my questions and concerns. I would recommend Mt Yale Capital Group to anyone seeking trustworthy, common sense guidance for their financial well being. I would not still be with them if I was not completely confident and satisfied with their handling of my investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Roger Paulson. Retired.
Roger Paulson. Retired.

A long and trusted relationship.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 15, 2024
Peggy and I have been associated with Chad for over 15 years. Throughout our working years Chad and his team helped us invest wisely and lay the groundwork for our impending retirement. We especially appreciated the close interaction we had with Chad and Dave in developing and implementing changes in our portfolio. Chad's recommendations on types of investments we had no prior exposure to was refreshing and something we had never experienced with previous financial planners. Again, we would discuss the pros and cons but ultimately it was our decision to move on them or pass. Chad, Dave and Becky's decision to leave Wells for Mt Yale came just as we were getting ready to retire. The timing for us to make the decision to move wasn't the greatest but we never hesitated and have never looked back. Our financial future in retirement is rosy and the relationship we've groomed with Chad and his team is more valuable now than ever.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim and Peggy S
Jim and Peggy S

A Superior Review Of Chad Bester & Team

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 1, 2024
My husband, Mark, and I, Gayle, have known Chad for over 20 years. He and his team have handled our finances efficiently since 2004. I asked for his assistance soon after my father passed. It was a difficult time and Chad turned into a trusted ally. He navigated through liquidating annuities, managing an Inherited IRA and my actual inheritance. He and his team have been consistent, knowledgeable, and genuinely interested in our family. They are available, responsive and easy to deal with. Becky and Dave are never rushed and are interesting people. We are grateful to Chad for his leadership and confidence. Thank you
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Gayle Smith
Mark Gayle Smith

Excellence and integrity

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 1, 2024
Chad and his team have served us well for over 15 years. We long ago developed a plan and meet yearly to discuss changes with our goals and with that we have launched recently into retirement. The time slipped by but the ground-work we did years ago with Chad and his team plus keeping in touch with changes now lands us in a position to meet and exceed our retirement goals. Truly an amazing journey and we have been very pleased with all interactions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul
Paul

Working with Chad and Dave have been wonderful!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 1, 2024
Gary and I are so glad that we made the decision to take our money out of Wells Fargo and move to Mount Yale. We cannot say enough how positive it has been working with Chad and Dave. We are not sure when we started working with them at Wells Fargo, but I would guess about 2007! Thanks to Chad and Dave we are enjoying our retirement and not worrying about about our finances! Gary retired January 1, 2009 and I retired November of 2013. We have no debt and are in Florida again this year for the fifth year in a row and enjoying life and no worry because of Chad and Dave taking care of it. We are so lucky to have them making the decisions that protect and grow our portfolio.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary Elaine Pederson
Gary Elaine Pederson

Exceptional Financial Advisors with a Personal Touch

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 1, 2024
I have had the pleasure of working with Chad and his team since 2009, and my investing experience has been nothing short of exceptional. Their knowledge of market trends, proactive adjustments to maintain income and retirement goals, and constant communication on major moves have made them invaluable partners. Beyond being competent financial advisors, they genuinely care about their clients as individuals. Similar to other satisfied clients, I appreciate the real-time updates provided by the Fidelity investment platform for all my holdings. Chad's watchful eye has led to significant growth in my accounts over the years. What sets him apart is his ability to present complex results in understandable terms, his patience in addressing questions, and his openness to involving clients in decisions. Chad is not only trustworthy and competent but also personable and engaging. He has been consistently available whenever I've reached out, reflecting a level of service that goes above and beyond. If you're seeking a financial advisor who combines expertise with a personal touch, I wholeheartedly recommend Chad and his team. They have proven to be the kind of professionals you can trust with your financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eduardo T
Eduardo T

Client for many years

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 19, 2023
Chad and his team have handled my investment needs for many years. They are knowledgeable of the market trends, and anticipate adjustments needed to maintain my income and retirement goals. They keep me informed of all major moves and are always available to answer questions. They truly care about me as a person in addition to caring for me as a client. I would recommend then to anyone seeking to establish a relationship with trustworthy and and competent financial advisors. The Fidelity investment platform gives me real time updates for all my investment holdings.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike
Mike

Our financial working with Chad

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Dec 19, 2023
We have been clients of Chad's for a few years now and are totally satisfied with his services. Our accounts have grown under his watchful eye. I totally trust that he will take care of our investments. He presents the results to us in understandable terms. He is patient with our questions. He allows us to be involved in decisions as much as we want. We have chosen to let him decided what is best, but he would listen to our requests if we would want to have any input. He is easy to talk to and very personable and engaging. He has been available when we have reached out to him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandy A
Sandy A
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