Top financial advisors in Minnetonka, 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 Minnetonka, MN, you might face challenges balancing income needs with the area's relatively high taxes. Without careful planning, it's easy to overlook how taxes can erode your retirement income or investment returns.
- Tax-aware income planning. Look for advisors who integrate local tax considerations into your cash flow and withdrawal strategies.
- Social services coordination. Ask how they factor in available state social programs to optimize your financial plan.
- Long-term tax impact. Confirm they evaluate how your decisions affect taxes over multiple years, not just the immediate future.
- Experience with local regulations. Ensure they understand Minnesota's tax rules and how these influence your overall financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew D
CFP®, Series 63, Series 66
Minnetonka, MN
Abundo Wealth
Andrew Dressel offers expertise in retirement withdrawal strategies and cash flow budgeting, crucial for managing Minnetonka's tax challenges. His firm, Abundo Wealth, emphasizes passive, low-cost index fund investing and provides comprehensive planning without asset minimums, distinguishing him from others by combining tax-aware income planning with accessible, independent advice.
Experience: 13 years
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Jolene R
Series 63, Series 65, Series 66
Minnetonka, MN
Principal Financial Services
Jolene Rizk's 16 years of experience and Series 63, 65, and 66 licenses equip her to address Minnetonka's tax-aware income planning and local regulations. Working with Principal Financial Services, a large firm offering diverse services including retirement plan consulting and third-party money manager programs, she supports a broad client base with flexible fee options like hourly and monthly plans.
Experience: 17 years
Avg account: $324,050
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Karen W
ChFC®, Series 63
Minnetonka, MN
OSAIC
Karen Wehner's 40 years of experience and ChFC® designation equip her to address Minnetonka's tax-aware income planning challenges, especially with her expertise in annuities. Working at Osaic Wealth, a large firm with a comprehensive investment process and flat-fee options, she serves diverse clients including executives and retirees, offering tailored strategies that consider local tax regulations and long-term impacts.
Experience: 40 years
Avg account: $398,336
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Paul N
CFP®, ChFC®, Series 63, Series 66
Minnetonka, MN
Tlg Advisors, Inc.
Paul Neri's 41 years of experience and ChFC® designation equip him to address Minnetonka's tax-aware income planning challenges, integrating local tax rules into wealth management and estate planning. Affiliated with TLG Advisors, a large SEC-registered firm managing $2 billion, he offers flat-fee and AUM-based pricing, serving diverse clients with a research-driven investment approach, distinguishing him from advisors with smaller practices or less comprehensive services.
Experience: 41 years
Avg account: $430,112
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Desirae Z
Series 66
Edina, MN
Ameriprise
Desirae Zarling specializes in retirement income strategy and tax-smart withdrawal planning, making her well-suited for managing Minnetonka clients' tax-aware income needs. With 16 years of experience at Ameriprise, a large firm offering comprehensive research and modeling, she supports clients approaching retirement with a 0.15% AUM fee and detailed written recommendations on Social Security and income sources.
Experience: 16 years
Avg account: $471,167
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