Top financial advisors in Eden Prairie, MN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Eden Prairie, MN, you might face challenges balancing strong social services with relatively high taxes. Without careful income planning, you could end up paying more taxes than necessary or miss opportunities to optimize your cash flow.
- Tax-aware income strategies. Look for advisors who understand Minnesota's tax landscape and can help you plan withdrawals and income sources to minimize tax impact.
- Social service integration. Ask how they incorporate available state social programs into your overall financial plan to maximize benefits.
- Long-term cash flow modeling. Confirm they project your income and expenses over time, not just for the current year, to avoid surprises.
- Experience with local regulations. Ensure they are familiar with Eden Prairie and Minnesota-specific rules that affect retirement and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Derek B
Series 65, Series 66
Eden Prairie, MN
Elevation Wealth Management
Derek Beiningen offers expertise in general retirement planning and cash flow budgeting, which are crucial for managing tax-aware income strategies in Eden Prairie, MN. His firm uses a passive investment approach with low-cost index funds and ETFs, and he serves high-net-worth clients with flexible flat-fee and project-based financial planning options, distinguishing him from advisors with different fee structures or investment styles.
Experience: 16 years
Avg account: $1,448,148
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Michael E
CFP®, Series 63, Series 66
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Michael Earl offers expertise in annuities and estate planning, supported by 16 years of industry experience and CFP® certification, making him well-equipped to navigate Eden Prairie's tax and social service landscape. His firm serves high-net-worth clients with customized portfolio management and employs a flat-fee structure for financial planning, distinguishing him from advisors who may rely solely on asset-based fees.
Experience: 16 years
Avg account: $1,203,074
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John U
Series 63, Series 65
Eden Prairie, MN
Fortress Investment Services, Ltd
John Urbanski in Eden Prairie offers expertise in passive and index investing, supported by 12 years of experience and Series 63 and 65 licenses. His firm, Fortress Investment Services, Ltd, combines investment advisory with income tax planning and preparation, providing a strategic approach that includes fundamental and technical analysis, which may help optimize tax-aware income strategies and long-term cash flow modeling.
Experience: 12 years
Avg account: $512,299
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Nicholas J
Series 65
Eden Prairie, MN
Remloe Capital LLC
Nicholas Jones in Eden Prairie, MN, offers expertise in active portfolio management and options strategies, supported by over a decade of experience and a Series 65 designation. His firm, Remloe Capital LLC, provides a fee-only, actively managed portfolio approach with a focus on diversified U.S. and international securities, which may appeal to clients seeking sophisticated investment techniques and independent advice.
Experience: 0 years
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Brian S
Series 63, Series 65
Eden Prairie, MN
OSAIC
Brian Stern's 27 years of experience and Series 63 and 65 licenses equip him to navigate Eden Prairie's tax and social service landscape effectively, especially with his expertise in annuities. Operating within OSAIC, a large firm known for comprehensive investment processes and diverse client services, he offers flat-fee and negotiable AUM fee structures, catering to a range of client needs and account sizes.
Experience: 27 years
Avg account: $398,336
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