Anne Ward
CFP®, AIF®, CRPC®, MPAS®
Laurel Wealth Planning
Senior Wealth Manager / Shareholder
Anne Ward
CFP®, AIF®, CRPC®, MPAS®
Laurel Wealth Planning
Senior Wealth Manager / Shareholder
As a fee-only financial advisor, my focus is to offer unbiased and evidence-based investment management services to help you achieve your life goals. - Anne Ward, CFP®, AIF®, CRPC®, MPAS®
Fee-Only Financial Advisor serving the Minneapolis, MN area.
Meet Anne Ward
Anne Ward is a Edina, MN fee-only financial planner. Laurel Wealth Planning provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Anne Ward is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Anne Ward is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Anne Ward is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Anne Ward
Office Locations:
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3300 Edinborough Way
Suite 790
Edina, MN 55435
