Personalized Financial Planning in Edina, Minnesota
Planning your financial future can often feel like navigating a maze. With so many choices to consider and decisions to make, it’s easy to feel uncertain about where to start.
Unfortunately, many financial planners in Edina rely on generic strategies, offering standardized solutions that don’t reflect your unique financial situation.
- Business or self-employment planning
- College planning
- Real estate planning
- Insurance planning
- Tax planning
- Pension analysis
- Cash flow management
As a fee-only financial advisory firm, we’re dedicated to serving your best interests. That means no commissions, no hidden fees, and no pressure to buy products that don’t align with your goals. Our mission is to guide, educate, and protect you on your financial journey.
2723 5201 Eden Avenue, Suite 300
Edina, MN 55436
Mid-West Offices
By Appointment Only
Wisconsin
Madison
8383 Greenway Boulevard, Suite 600
Middleton, WI 53562
Milwaukee - Racine
1433 North Water Street, 4th & 5th Floor
Milwaukee, WI 53202
