Three Generations Strong

Sam and John Cleveland, father and son, formed the Cleveland Company in 1988. Bringing their practices together fostered an important purpose:

Guide companies toaward benefit programs that attract and retain the best talent by providing the greatest possible financial security to employees and their families.

The apple doesn’t fall far from the tree, nor does the fruit it bears. Along with the next generation, we continue to make this mission a reality today through intentional plan design and effective, understandable financial education. Our firm continues to grow, in size, scope of service, and generationally making us well poised to be one of the premier private, family-owned benefit firms in Minnesota.