Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. 

Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. 

We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. 

Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™

For important information and disclosures, please visit: accredited.com/disclosures


Investment Management

Accredited Investors Wealth Management®

Accredited Investors Wealth Management®'s headquarters in Edina, MN, United States

This department focuses on providing financial advice and investment management services to clients.

Wealth Management

The Wealth Management Team at Accredited Investors Wealth Management® specializes in creating tailored financial strategies for clients by leveraging diverse expertise in finance, law, and philanthropy. With a strong focus on personalized relationships, the team utilizes the Wealth Management Index™ to foster meaningful discussions about clients' financial values and goals. This collaborative approach ensures that clients receive proactive guidance and support to navigate their financial journeys effectively.

Wealth Management Team

The Administrative Support team at Accredited Investors Wealth Management® plays a crucial role in ensuring the seamless operation of the organization. Comprising Executive Assistants, an Operations Clerk, a Scheduling Coordinator, and an Administrative Services Manager, this team efficiently manages schedules, coordinates internal and external communications, and supports daily operations. Their efforts enable the financial planning professionals to focus on delivering personalized strategies to clients, reinforcing the company's commitment to building deep relationships and enhancing client experiences.

Administrative Support

This department is responsible for strategic direction and overall management of the organization.

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People (8)

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Other teams

Wealth Management Team

Administrative Support

Executive Leadership

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People (8)

Jobs (0)

Other teams

Wealth Management Team

Administrative Support

Executive Leadership

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