Edina, MN Financial Advisors and Resources



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


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.)


Edina, MN Financial Advisor FAQs

For investment guidance, you'll pay anywhere from 1% to 3%. If you have a lot of assets, then lower fees are typically affordable.
A financial advisor assists you to diversify and lower your risks by utilizing tools such as bonds, stocks, and commodities. Essentially, they make your money work for you.
Yes. A financial advisor can help you assess your specific situation, and help guide you to make the best decisions for your future. Financial advisors with a fiduciary duty require that they put their client's interests ahead of their own.
When choosing a financial advisor, it's important to identify their expertise and experience level. In order to find the appropriate person for you, it is best to speak with as many as possible until you feel confident in their qualifications.