Laurel Wealth Planning

Laurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more.

We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.

Our wealth advisors simplify financial complexities and manage portfolio details, empowering clients to make life decisions that align with their personal goals and values. Whether you're wondering if you're making the right financial decisions, how to be a good steward of your money, or how to prioritize and plan for your life goals, we can help.

As an independent firm, we recommend that client investments be custodied through Raymond James Financial Services, Inc., a reputable company known for individual financial planning and consistently ranked among the nation's top financial firms. Let Laurel Wealth Planning help you achieve financial peace of mind and pursue your passions while leaving a meaningful footprint in the world.