Ways to browse Independent advisors serving Edina, MN

Pick a specialty to browse more Independent advisors serving Edina, MN.

Browse by specialty

Find advisors serving Edina, MN who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	883
Wealth management	651
Executive	630
Retirement plans for business owners (SEP, solo 401k)	408
Retirement income strategy	396
Private / alternative investments	343
Options & derivatives strategies	329
Active portfolio management	285
College savings (529s, UTMA, etc.)	270
Retired	263
General retirement planning	244
Tax-loss harvesting	220
Business exit / sale strategy	216
General tax planning	208
Income planning	189
Charitable giving & philanthropy	181
General estate planning guidance	180
Cash flow / budgeting	177
Annuities	147
ESG / Sustainable investing	140
Concentrated stock management	129
Real estate investing	127
Passive / index investing	91
Business ownership considerations	86
Business succession planning	85
Long-term care insurance	70
Approaching retirement	56
Tax strategies for small businesses	49
Debt management	43
Equity compensation tax strategy	43
Self-Employed	35
Factor investing / smart beta	31
Retirement withdrawal strategies	29
Mid-Career Professionals	25
Divorce financial planning	22
Multi-generational wealth transfer	21
Social Security optimization	21
HENRY (High Earners, Not Rich Yet)	20
Established Professionals	19
Charitable giving tax strategies	18
Doctor or Medical Professional	13
Equity Recipients (RS/RSU, SOP, ESPP)	13
Life insurance needs analysis	13
Elder care planning	11
Business sale tax planning	9
Business Financial Management	6
Family Business	6
Technology Professional	4
Young Professionals	4
Consultant	3
Educators, Teachers, and Academics	3

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