Fiduciary advisors in Edina, MN

Edina, Minnesota

Boulevard Wealth Management is a fee-based financial advisory firm founded in 2010 and headquartered in Eden Prairie, Minnesota, operating as a fiduciary across investments, insurance, tax, and estate planning. The firm serves individuals, families, business owners, and those in transition through comprehensive financial planning (charged on a flat-fee basis) and portfolio advisory services, with a $100,000 minimum for investment management that may be waived for younger professionals. Leadership includes founders with CFP and CFA credentials, plus additional credentialed partners (CLU, CASL, ChFC) brought through strategic mergers that expanded the firm's service capabilities while maintaining its client-first approach.

Edina, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Edina, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Edina, Minnesota

The Haddorff Team is a financial advisory firm in Edina, Minnesota, founded in 1982 by Bob Haddorff and now operated across three generations including his son Ryan and grandson Luke. The firm provides financial planning, retirement planning, portfolio management, insurance planning, and education planning services, emphasizing straightforward advice grounded in client relationships and personal service. The team includes advisors with combined decades of experience in financial services, and operates with stated values centered on integrity, transparency, and customer service.