About Beth Ann &
the Nylander Group
Meeting you where you’re at
Managing your personal finances can feel complex and overwhelming, especially for older adults or family members caring for a loved one. At the Nylander Group, we focus on simplifying and securing your finances, taking the stress out of money management so you can prioritize what truly matters.
We work alongside you or your loved one to ensure bills and payments don’t fall through the cracks, records are kept up to date, taxes are handled, and medical bills are understood.
“Beth Ann brings a sense of calm to my financial life. I used to feel overwhelmed by all the moving parts—investments, bills, planning—but now, I feel in control. She listens, explains things clearly, and helps me make decisions that feel right for me.”
Organizer
We’ll organize your financial statements and legal documents, create a simple monthly spending plan, and handle paying bills. Our passion is helping you remain independent while eliminating financial stress and guesswork.
Financial Planner
We help you make smart, personalized decisions with your money so you can enjoy peace of mind and live the retirement you’ve worked so hard for.
Connector
We coordinate with other professionals to support you beyond just your financial matters. We’ll carefully organize your tax documents for your accountant, keep your estate attorney informed of any life changes, and recognize when additional support from geriatric care managers might benefit you.
My Story
Hello! My name is Beth Ann Nylander and I am passionate about helping folks reduce the stress of managing their finances.
My experience in financial management began over 30 years ago when I started assisting my mother when she was overwhelmed by her finances during my father’s extended illness. This role expanded when I later helped my mother-in-law manage her finances following her husband’s passing, handling everything from income transitions to tax preparation.
Two years ago, I embarked on the formal training to become a financial advisor, including FINRA/SEC securities training, passing licensing exams in stocks, taxes, mutual funds, annuities, and life insurance. I also hold a Behavorial Financial Advisor certification.
Through this process, I discovered my passion for working directly with older adults on their everyday financial needs, which led me to establish Nylander Group. With a bachelor of science in chemical engineering and 30 years working at mid-sized and larger companies, I have a strong work ethic and a love of organizing information, and I have led many projects over the years. I look forward to bringing these skills to my work with individuals and their personal finances.
On a personal note, my husband and I live in a charming Victorian home near Minneapolis’ Uptown neighborhood, enjoying the area’s lakes, parks, and restaurants. When I’m not helping clients, I can be found bicycling, walking through the neighborhood, gardening, or managing home renovation projects.
Based in the Twin Cities, I offer in-home consultations as well as virtual meetings, focusing on daily personal financial management services that help older adults maintain control over their finances while ensuring nothing falls through the cracks.