Laurels

Best Financial Advisors in Eden Prairie
2022

7th Street Financial

7th Street Financial

  • Retirement Planning
  • Tax Planning

7th Street Financial is an Eden Prairie-based firm established by Jeff Burke. Some of the services it offers are hourly, project-based, and comprehensive financial planning, investment management, and college planning. Burke helps clients manage their debts, education and retirement funds, estates, insurance, investments, and taxes. His clientele includes entrepreneurs, IT professionals, and parents of college-bound teenagers. Burke holds a degree in Accounting and a certificate in Financial Planning. He is a member of the National Association of Personal Financial Advisors.

18535 Maple Leaf Dr
Eden Prairie, MN 55346

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Ace Tax & Financial

Ace Tax & Financial

  • Certified Financial Planner (CFP)

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.

7800 Equitable Drive, Suite 220
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Boulay

Boulay

  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

7500 Flying Cloud Dr. #800
Eden Prairie, MN 55344

WebsiteInstagram

Website

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.

Online Profiles:

3 (Best)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Boulevard

Boulevard

  • Certified Financial Planner (CFP)

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.

6500 City West Pkwy #325
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Brown Wealth Management

Brown Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

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.

12100 Singletree Lane - Suite 175
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Colleen Weber CPA, CFP

Colleen Weber CPA, CFP

  • Certified Financial Planner (CFP)

Colleen Weber, CPA, CFP, helps professionals and retirees in Eden Prairie achieve financial independence. She offers financial planning that optimizes various income sources, including benefits from the employer, equity compensations, stock investments, and Social Security and pension checks. Her team also helps women who are going through a divorce or have lost a spouse prepare for a financially secure future. Colleen has been a fiduciary advisor for 15 years. As a certified public accountant, she develops financial plans that maximize tax savings.

470 W. 78th St Suite 210
Chanhassen, MN 55317

Website

Website
Financial Compass

Financial Compass

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

7510 Market Place Drive
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integrity Wealth

Integrity Wealth

  • Certified Financial Planner (CFP)

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.

11985 Technology Drive
Eden Prairie, MN 55416

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Larwin W. Kauffman, CFP, CLU, ChFC

Larwin W. Kauffman, CFP, CLU, ChFC

  • Certified Financial Planner (CFP)

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.

601 Carlson Pkwy Ste 300
Minnetonka, MN 55305

Website

Website
Longview Wealth Management, LLC

Longview Wealth Management, LLC

  • Certified Financial Planner (CFP)

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.

Excelsior, MN 55331

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Murphy Pohlad Asset Management LLC

Murphy Pohlad Asset Management LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

6385 Old Shady Oak Rd #200
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Quantitative Advantage

Quantitative Advantage

  • Certified Financial Planner (CFP)

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.

10400 Yellow Circle Drive Suite 303
Minnetonka, MN 55343

Website

Website
Spectrum Financial Group

Spectrum Financial Group

  • Certified Financial Planner (CFP)

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.

300 Prairie Center Drive Suite 210
Eden Prairie, MN 55344

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Wealth Group

The Wealth Group

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

14850 Scenic Heights Rd Suite 100
Eden Prairie, MN 55344

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Whitney Wealth Group

Whitney Wealth Group

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

Minneapolis, MN 55111

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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