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Who We Are

Meet The Team
Our Values

Meet The Team
Our Values

Our Services

Investment Management
Tax Planning
Divorce Planning
Retirement Planning
Children of Clients

Investment Management
Tax Planning
Divorce Planning
Retirement Planning
Children of Clients

Contact

Phone: (952) 854-6250
Fax: (952) 854-6276
3300 Edinborough WaySuite 790 Edina, MN 55435

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While we are a completely independent firm, and can custody client money through any independent investment firm, we currently generally recommend to clients that their investments be custodied through Raymond James Financial Services, Inc. Raymond James is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and internationally. One of the first firms to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms.

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