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Best Financial Advisors in Eden Prairie

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Eden Prairie, MN
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Eden Prairie, MN

Why choose this provider?

Need help contacting a Financial Advisor in Eden Prairie? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
6500 City West Pkwy #325, Eden Prairie, MN 55344
  • Certified Financial Planner (CFP)

Why choose this provider?

Boulevard offers wealth management solutions to Eden Prairie and the surrounding areas. The business assists its clients in analyzing, budgeting, forecasting, and modeling financial plans that meet their specific needs and goals. Its team also works together to improve its clients' portfolios according to their risk profiles. In addition, the company offers insurance risk management services based on existing policies, health status, and available policy technology. Its executive director, Troy Noor, has over two decades of industry experience. He holds both CFP and CFA designations.

License Verified:

License: 164423

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
300 Prairie Center Drive Suite 210, Eden Prairie, MN 55344
  • Certified Financial Planner (CFP)

Why choose this provider?

Spectrum Financial Group assists clients in Eden Prairie with financial organization. Its team members provide advice on how to plan one's financial resources for various stages of life. They help parents make decisions about how to save for their children's education as well as help people manage and grow their income in preparation for retirement. The advisors also assist customers in navigating elder care and legacy planning options. Ross L. Thorfinnson Jr., one of its team members, holds the CLU, ChFc, and AIF designations.

License Verified:

License: 157669

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
601 Carlson Pkwy Ste 300, Minnetonka, MN 55305
  • Certified Financial Planner (CFP)

Why choose this provider?

Larwin W. Kauffman CFP, CLU, ChFC is a wealth management advisor with Northwestern Mutual, serving Eden Prairie and the surrounding areas. Kauffman helps clients achieve financial security in the areas of retirement, insurance, investments, and education funding. His team creates a timeline for personalized financial plans and evaluates and adjusts them over time. Kauffman is a Certified Financial Planner, a Chartered Life Underwriter, and a Charted Financial Consultant who also specializes in disability income planning.

License Verified:

License: 4975817

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7510 Market Place Drive, Eden Prairie, MN 55344
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Compass is a fiduciary firm that serves Eden Prairie and the surrounding locations. It offers financial planning services, catering to young professionals starting to accumulate wealth and retirees preserving their income. The company also provides advice on the areas of Social Security benefits, taxes, and college funding. Investment management services that take into account clients' risk tolerance and time horizons are also offered. Financial Compass was established in 2005 by Robert Davis, a CFP.

License Verified:

License: 134754

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Facebook
4.2 / 5 (5)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
14850 Scenic Heights Rd Suite 100, Eden Prairie, MN 55344
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

The Wealth Group is a team of financial services experts in Eden Prairie that handles the needs of local individuals, corporate professionals, retirees, and business owners. It provides clients with various services, including investment, retirement, and tax planning. It also offers clients cash-flow, estate, and education planning and risk management solutions. The Wealth Group was formed in 2015 by its owner Austin B. Colby, who is a certified financial planner with a master of business administration degree.

License Verified:

License: 311385

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10400 Yellow Circle Drive Suite 303, Minnetonka, MN 55343
  • Certified Financial Planner (CFP)

Why choose this provider?

Quantitative Advantage has been serving clients in Eden Prairie and its surrounding areas since 2000. It offers a wide range of services, from financial planning with a focus on taxes and audits to wealth and investment management. It also creates a portfolio that is aligned with the client's objectives by utilizing strategies developed by its investment team. The firm is a division of Quantitative Advantage, LLC, and it specializes in working with Big Four professionals.

License Verified:

License: 110575

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7500 Flying Cloud Dr. #800, Eden Prairie, MN 55344
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Boulay, which was founded in 1934, provides financial advice to individuals and business owners in Eden Prairie and the surrounding communities. The firm creates personal financial plans that include education planning, tax strategies, major purchases, estate planning, and retirement. It also helps with cash flow timing, tax gap analysis, charitable gifting and tax planning, ROTH IRA conversions, and strategic asset placements, as well as resolving tax controversies. In addition, Boulay provides solutions for trust coordination and social security planning.

License Verified:

License: 111334

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
5.0 / 5 (25)
Google
4.2 / 5 (6)
Yelp
2.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Minneapolis, MN 55111
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Whitney Wealth Group helps clients in Eden Prairie with financial solutions. It assists in creating automated financial plans that provide a money and investment system to protect a client from job loss, market crash, untimely death, or retirement. It also offers services to prepare for future milestones, including selling a business or having a baby. Whitney Wealth Group is headed by Whitney Emanuel, a CFP and CRPC professional who has been in the industry since 2011. She is a member of the Million Dollar Round Table.

License Verified:

License: 5889436

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6385 Old Shady Oak Rd #200, Eden Prairie, MN 55344
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Murphy Pohlad Asset Management LLC serves the locals in and around the Eden Prairie metro. It provides financial advice for holistic asset management. Its team delivers a comprehensive set of ancillary services to help clients align their goals with their strategies. These include planning and collaboration where cash flow analysis and portfolio reporting are discussed, and portfolio management regarding equity and fixed income strategies. The independent advisory firm was established in 2000 and is spearheaded by John Murphy and Tom Pohlad.

License Verified:

License: 109973

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Website
7800 Equitable Drive, Suite 220, Eden Prairie, MN 55344
  • Certified Financial Planner (CFP)

Why choose this provider?

Ace Tax & Financial handles the needs of residents in the Eden Prairie area. The firm focuses on investment management services, including retirement income planning and income and social security planning. It helps clients to protect their assets and decrease their tax liabilities by offering tax preparation solutions and reviews. ​Sharyl Schultz, who founded Ace Tax & Financial in 2015, started her career more than three decades ago as a securities representative and life insurance agent in Minnesota.

License Verified:

License: 146616

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
18535 Maple Leaf Dr, Eden Prairie, MN 55346
  • Retirement Planning
  • Tax Planning

Why choose this provider?

7th Street Financial is an Eden Prairie-based firm established by Jeff Burke. It provides customized and comprehensive financial advice and plans related to investments, retirement, tax planning, education planning, and insurance. It also offers counsel on cash flow, debt management, and major purchases. Its clients include entrepreneurs, IT professionals, parents of college-bound teenagers, and pre-retirees. The firm also has a Young Professional option for those in their 20s wanting to get off to a sound financial start.

License Verified:

License: 6874617

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Excelsior, MN 55331
  • Certified Financial Planner (CFP)

Why choose this provider?

Longview Wealth Management, LLC is an independent advisory firm serving Eden Prairie and the surrounding areas. It provides assistance in the areas of tax planning, investment management, insurance planning, 401(k) plans, and estate planning advice. Its president, Keith N. Tufte, is a Chartered Financial Analyst who conducts initial consultations and second opinion portfolio reviews to address the needs and concerns of clients. He has been interviewed and cited in different publications such as SmartMoney, Twin Cities Business, and St. Paul Pioneer Press.

License Verified:

License: 139489

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12100 Singletree Lane - Suite 175, Eden Prairie, MN 55344
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Brown Wealth Management is a team of financial advisors that have been assisting clients in managing their finances in the Eden Prairie area since 2002. The team provides in-depth financial planning and investment management services by creating personalized plans and coordinates them based on the goals and budgets of its clients—including tax, family, and retirement planning, investment, insurance, and cash flow. The owner of the firm, Tim Brown, has been recognized by various media magazines as a Five-Star Wealth Manager for the last 10 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11985 Technology Drive, Eden Prairie, MN 55416
  • Certified Financial Planner (CFP)

Why choose this provider?

Providing services in the Eden Prairie area, Integrity Wealth assists young investors, businesses, and retirees manage their finances. The multiservice wealth management firm helps its clients by aligning resources based on their lifestyle, needs, and goals. Its team provides various services such as financial, estate, tax, education, retirement planning, and investment allocation. Integrity Wealth's team of financial agents has a combined experience of over 30 years and has served more than 400 clients since 2006.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you achieve financial independence and security in Eden Prairie?

    You can achieve financial independence and security in Eden Prairie by establishing a financial plan. You need to evaluate your current portfolio and analyze your current allocation. You and your financial advisor should think of ways how you can improve your portfolio and tax efficiency, as well as mitigate risk.

  • In Eden Prairie, what are the roles of bonds in your portfolio?

    Most of the time, bonds are used as a tool to diversify a portfolio and lower volatility in Eden Prairie. A bond should, however, be used as a cash prevention tool to provide liquidity in a down market. If you invest in bonds, you have removed a portion of your portfolio from market volatility.

  • How does donor-advised fund work in Eden Prairie?

    A donor-advised fund is an investment account solely used for supporting your preferred charitable organizations in Eden Prairie. You are eligible for an immediate tax deduction if you contribute various assets, such as cash or securities, to a donor-advised fund. Donated funds for IRS-qualified public charities can be invested for tax-free growth.

  • How long will your retirement savings last in Eden Prairie?

    Your retirement savings in Eden Prairie may last depending on the amount of your savings and how often you use them for your expenses. Your retirement savings will stretch farther if you reduce your monthly expenses. You can also supplement your retirement savings with Social Security benefits to maximize your savings.

  • When should you start planning for your long-term care needs in Eden Prairie?

    You are advised to start planning for your long-term care needs in Eden Prairie between the ages of 50 and 60. You should start long-term care planning early because you can still work and be able to afford insurance premiums. You can obtain premium coverage and low costs while you are still young.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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