Celebrating 25 Years of Serving Clients
Since 1999, Laurel Wealth Planning has grown from a single-advisor practice into a trusted financial partner for more than 170 client groups across the Minneapolis-St. Paul area and beyond.
What began as a commitment to objective, integrated financial advice has become a 25-year record of guiding clients through every stage of financial life, including retirement, divorce, loss, legacy planning, and everything in between.
This page reflects that journey: where the firm started, how it grew, and what has remained constant throughout.
Founded on Principle
Laura Kuntz established Laurel Wealth Planning in 1999 with a clear purpose: to provide clients with objective financial guidance, free from the conflicts of interest that arise in commission-based, product-driven models. She wanted the freedom to evaluate each client’s complete financial picture and match the right tools to the right situation.
That founding principle—fee-only, fiduciary, client-centered advice—has never changed. It is the foundation on which every client relationship, every planning strategy, and every firm decision has been built.
25 Years of Growth
Laurel Wealth Planning’s growth has been deliberate, steady, and grounded in the quality of client relationships rather than the pace of expansion.
The firm was founded in 1999 with a single advisor and a clear purpose. By 2006, it was consistently serving about 50 client groups. That number grew to 100 by 2014 and stands at more than 170 today. Each milestone reflects the same thing: clients who stay, and clients who refer people they care about.
The Team Behind the Work
The professionals at Laurel Wealth Planning bring together decades of combined experience across financial planning, investment management, tax strategy, and client service. Credentials on the team include CERTIFIED FINANCIAL PLANNER® certification, Certified Public Accountant, Personal Financial Specialist, and Master of Business Taxation, a depth of qualification that shapes how the firm approaches every client relationship.
Several members of the team have built their careers here, growing from associate roles into senior positions over many years. Others joined with deep experience from other firms and brought that perspective with them. They are united by a shared approach: high attention, genuine care, and a team-based model that prevents clients from ever being dependent on a single point of contact.
Today, Laurel Wealth Planning operates with a professional-to-client ratio of 1 to 20. That ratio is not accidental. It is how the firm protects the quality of its service and keeps its promise of personalized, integrated financial planning.
A Service Philosophy Built Around You
Over 25 years, the financial landscape has changed considerably. Tax laws, market conditions, and client circumstances have all shifted. What has remained consistent is the firm’s approach: listen deeply, plan thoughtfully, and stay engaged through every chapter of a client’s life.
At the center of that approach is the Laurel Wealth Harmony® Process, a trademarked, six-step framework developed from decades of experience helping clients align their financial lives with what matters most to them. From the first conversation to ongoing quarterly reviews, every aspect of your financial plan is carefully tended to and adjusted as your life evolves.
The firm’s commitment to maintaining a high level of personal attention allows relationships to remain proactive, and responsive, and long-term.
In Clients’ Words
The above testimonials contain statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Marking the Milestone
In September 2024, Laurel Wealth Planning gathered with clients, colleagues, and community members at Edinborough Corporate Center to celebrate 25 years in practice. The evening featured a presentation by Dr. James Gambone, author of ReFire® Your Life!, on longevity planning and the personal dimensions of retirement, along with breakout discussions and time for connection.
The event was a reflection of the relationships at the core of this firm. The support and presence of so many people who have been part of this journey over the years made the milestone especially rewarding.
Read more about the event here.
Looking Ahead
Twenty-five years is a milestone, but the firm’s focus remains forward. Laurel Wealth Planning continues to grow thoughtfully, deepen client relationships, and develop the next generation of its team. The values Laura built the firm on in 1999, objectivity, care, and a commitment to putting clients first, continue to define every relationship.
If you are ready to explore what a long-term financial planning partnership looks like, the team at Laurel Wealth Planning would welcome a conversation.
