What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Edina, MN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Edina, MN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Bill Mulvahill
CFP®, CPA, CEPA, MBT
Trailhead Planners, LLC
Edina, MN
Specialties: Wealth Management for Entrepreneurs, Evidence-Based Investment Management, Advanced Tax Strategy, Estate & Legacy Planning, Charitable Planning, Business Exit Planning, Business Valuation, Retirement Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country
Morgan Ranstrom
CFA®, CFP®, CEPA®
Trailhead Planners, LLC
Edina , MN
Specialties: Business Planning , Tax Planning, Legacy Planning, Retirement Planning, Succession Planning, Exit Planning , Comprehensive Financial Planning, Retirement Income Planning, Charitable Giving Strategies, Socially Responsible Investing, Concentrated Stock Planning, Risk Management
Wealth Strategist for Entrepreneurs. I help business owners manage the dual path of business success and family financial well-being.
Kathy Longo
CFP®, CAP®, CDFA®
Flourish Wealth Management®
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Edina, MN and Serving Clients Nationwide
Mark Struthers
CFP®, CFA®, CRC®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
