Professional Guidance for Financial Confidence

About Us

Professional Guidance for Financial Confidence – Rooted in Faith, Family, and Legacy

Lemieux Wealth Strategies is an independent family firm offering fiduciary services in Baxter, Minnesota, proudly serving the Brainerd Lakes area with over 30 years of trusted guidance. Led by Brian Lemieux and his daughter Andrea Lemieux Lundberg, we are a multi-generational team committed to stewardship—managing God’s gifts wisely while building personalized strategies that prioritize your faith, family legacy, tax efficiency, and long-term success. Together we manage approximately $173 million in assets as of July 31, 2026 and are passionate about client education and exceptional service.

Long-Term Guidance for Lasting Financial Confidence

We believe in building lifelong relationships that support your goals through every season of life. Our strategies evolve with you, providing steady guidance through market changes, life transitions, and business opportunities.

Empowering You with Financial Knowledge

We empower you with the knowledge you need to make informed decisions. Using tools like RightCapital for planning, YCharts for research, Redtail for relationship management, and another for tax strategies we explain the “why” behind every recommendation—so you gain confidence and clarity.

Securing Your Legacy for Future Generations

We specialize in multi-generational planning that honors your faith and values. Whether helping 3-generation client families, optimizing strategic portfolios, or guiding business owners through smooth transitions, we help create plans that protect and grow what matters most—your family’s future prosperity and eternal impact.

Connecting Your Plan to Your Overall Tax Strategy

Tax planning is most effective when it is connected to the rest of your financial life. At Lemieux Wealth Strategies, we incorporate advanced tax planning strategies into your broader plan, coordinating tax-aware decisions across your investments, retirement income, business decisions, charitable goals, and legacy planning. By looking at these decisions together, we help create a more efficient, integrated strategy—because potential tax savings can mean more money in your pocket and greater confidence for the path ahead.

Guided by Integrity and Commitment

Our core values shape every decision. We are children of God first—this truth calls us to wise stewardship, integrity, and treating every client like family. This foundation drives our personalized, values-driven approach.

Prioritizing Education

Informed decisions are the best decisions. That's why we love educating you through workshops, clear explanations, and ongoing resources — empowering you with the knowledge to confidently navigate your financial future.

Family-Forward Planning

Your family’s well-being is at the heart of what we do. We serve many multi-generational client families and help them pass on both wealth and values through planning designed to protect and nurture your family's financial health.

Strategies Based on Your Plan

Your financial strategy should be as unique as you are. We craft personalized strategies that may include tax strategy, business transition planning, and other key considerations —all aligned with your individual needs, goals, and aspirations.

Long-Term Mindset

We’re here for the long run, just like you. Our focus on sustainable, long-term planning helps ensure your financial strategies are built to endure and adapt, providing stability and growth throughout life’s changes.

Empowering Women to Invest with Confidence

Discover personalized strategies that address your unique financial goals and challenges, helping you take control of your financial future with clarity and purpose.

Connect Today

Our Guiding Principles

Driven by our core values, these principles shape our approach to helping you pursue financial confidence and independence.

Faithful Stewardship

We are children of God first. This truth calls us to wise, responsible management of the resources entrusted to us — helping every client align their financial decisions with their faith, values, and eternal perspective.

Commitment to Clients

You are at the center of everything we do. We deliver exceptional, personalized service with genuine care, clear education, and proactive guidance so you feel confident and supported at every stage of life.

Family-Forward Legacy

Family is at the heart of our practice. We specialize in multi-generational planning that protects and passes on both wealth and values — treating every client like family while building legacies that last.

Always Learning & Educating

We are committed to continuous growth — for ourselves and for you. Through ongoing client education, workshops, and clear explanations using tools like RightCapital, and YCharts, we empower you to make informed, confident decisions.

Act with Accountability

We hold ourselves to the highest standards of integrity and fiduciary responsibility. Every recommendation is transparent, documented, and always in your best interest — because trust is the foundation of lasting relationships.

Collaborative Environment

Teamwork leads to the best outcomes. By fostering a collaborative environment, we leverage diverse perspectives and expertise to create the most effective strategies for you.

Common Questions About Lemieux Wealth Strategies

What makes Lemieux Wealth Strategies different from other financial advisors?
Lemieux Wealth Strategies stands out for its combination of independent fiduciary guidance, family-focused planning, and a strong commitment to education. Our faith-guided, family-led model, deep tax and business transition expertise, and genuine multi-generational continuity set us apart. The firm’s approach is built around helping clients understand the “why” behind financial decisions, not just giving recommendations without context. Clients also benefit from long-term guidance, personalized strategies, and planning that considers both current needs and future generations.
Does Lemieux Wealth Strategies provide financial planning and fiduciary services?
Yes. Lemieux Wealth Strategies describes itself as an independent financial services firm offering financial planning and fiduciary services. That means the firm’s approach is centered on acting in clients’ best interests while delivering personalized, values-driven financial solutions. The About page also highlights integrity and commitment as guiding principles behind the way the team serves clients.
What is the planning approach at Lemieux Wealth Strategies?
The planning approach at Lemieux Wealth Strategies is personalized, long-term, and rooted in education. The firm focuses on building strategies based on each client’s plan, helping clients understand their options, and adapting recommendations as life changes over time.

Working Together With:

Explore Cetera

Who We Work With

We proudly serve individuals, families, and business owners, tailoring our financial strategies to meet your distinct needs and goals.

Learn More

Our Approach

Our commitment to integrity and personalized service—rooted in a proven culture of success—allows us to build lasting trust and foster lifelong relationships.

How We Work

Our Team

Our team is dedicated to providing personalized guidance, combining experience and commitment to help you navigate your financial journey with confidence.

Get To Know Us