Find a Financial Planner in Edina, MN

 

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We Only Work With The Best Edina Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Edina, MN


  • Financial Advisor Close to Edina, MN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Edina Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Edina area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Edina is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
25.2% of Edina's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Edina area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Edina area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Edina area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Edina area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Minnesota has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Edina area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Edina area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Edina, MN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Edina, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Edina financial advisors.
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How Retirement-Friendly is Edina, MN?

  • Population: 51,746
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $514,500
  • Average Monthly Housing Cost: $1,631
  • Average Household Income: $166,779
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)


The Top Financial Advisor Firms in Edina, MN


CORNERSTONE WEALTH ADVISORS, INC.

Website

(952) 920-3900

5201 Eden Avenue South
Suite 135
Edina, MN 55436

SEC#: 801-61799
Years in Business: 18 years

STILES FINANCIAL SERVICES, INC.

Website

(952) 988-0452

6550 York Avenue South
Suite 412
Edina, MN 55435

SEC#: 801-110176
Years in Business: 4 years

BIRCHWOOD FINANCIAL PARTNERS, INC.

Website

(952) 885-9088

3300 Edinborough Way
Suite 610
Edina, MN 55435

SEC#: 801-79443
Years in Business: 7 years

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Website

(952) 224-4350

7701 France Avenue South
#300
Edina, MN 55435

SEC#: 801-61205
Years in Business: 19 years

LAUREL WEALTH PLANNING

Website

(952) 854-6250

3300 Edinborough Way
Suite 790
Edina, MN 55435

SEC#: 801-79116
Years in Business: 7 years

CAHILL FINANCIAL ADVISORS, INC.

Website

(952) 926-1659

7261 Ohms Lane

Edina, MN 55439

SEC#: 801-18388
Years in Business: 38 years

TRADITION WEALTH MANAGEMENT LLC

Website

(952) 252-4692

7601 France Avenue South
Suite 100
Edina, MN 55435

SEC#: 801-62666
Years in Business: 17 years

SILVEROAK WEALTH MANAGEMENT LLC

Website

(952) 896-5700

7650 Edinborough Way
Suite 250
Edina, MN 55435

SEC#: 801-60208
Years in Business: 20 years

ACCREDITED INVESTORS WEALTH MANAGEMENT

Website

(952) 841-2222

5200 West 73rd Street

Edina, MN 55439

SEC#: 801-33659
Years in Business: 32 years

TTCP MANAGEMENT SERVICES, LLC

Website

(952) 223-8400

3600 Minnesota Drive
Suite 250
Edina, MN 55435

SEC#: 801-80058
Years in Business: 6 years